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Vanguard Financials ETF

357 hedge funds and large institutions have $4.49B invested in Vanguard Financials ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
Holders Change %
0%
% of All Funds
8.18%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.46%
New
37
Increased
145
Reduced
89
Closed
35
Calls
$6.99M
Puts
$1.39M
Net Calls
+$5.6M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
301
Intellectus Partners
California
$55K
SQA
302
Simon Quick Advisors
New Jersey
$46K
BCI
303
Brinker Capital Investments
Pennsylvania
$44K
BA
304
Ballew Advisors
Mississippi
$44K
SSB
305
Sandy Spring Bank
Maryland
$43K
RFM
306
Royal Fund Management
Florida
$43K +$12.9K +192 +43%
TCOV
307
Trust Company of Vermont
Vermont
$41K +$41K +615 New
SWM
308
SeaCrest Wealth Management
New York
$39K
CAGAS
309
Capital Advisory Group Advisory Services
Minnesota
$39K
AF
310
Advisornet Financial
Minnesota
$39K +$3.77K +56 +11%
WWM
311
Wagner Wealth Management
South Carolina
$37K
TL
312
TrueWealth LLC
Georgia
$34K
SIM
313
Sonora Investment Management
Arizona
$34K
EWM
314
Edge Wealth Management
New York
$31K
M
315
MOTCO
Texas
$30K
PMFA
316
Plante Moran Financial Advisors
Michigan
$30K
RFWA
317
RPg Family Wealth Advisory
Massachusetts
$29.2K +$29.2K +433 New
DWM
318
Destination Wealth Management
California
$29K
TFS
319
TrustCore Financial Services
Tennessee
$29K
RCA
320
Rowland Carmichael Advisors
Arizona
$29K +$29K +425 New
LWCFA
321
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
FFW
322
Fusion Family Wealth
New York
$26K
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$26K +$14.3K +216 +123%
YWP
324
YorkBridge Wealth Partners
New York
$25K
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$24K +$19.3K +285 +407%