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Vanguard Financials ETF
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Overview Fund Activity

376 hedge funds and large institutions have $3.92B invested in Vanguard Financials ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
8.15%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
50
Increased
109
Reduced
142
Closed
48
Calls
$4.51M
Puts
$1.7M
Net Calls
+$2.8M
Net Calls Change
+$2.26M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$196M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$120M
3
Ameriprise
Ameriprise
Minnesota
+$73.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
5
APP
Avantax Planning Partners
Iowa
+$5.55M

Top Sellers

1
NFC
Northeast Financial Consultants
Connecticut
-$39.3M
2
UBS Group
UBS Group
Switzerland
-$18.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
FAAS
First Allied Advisory Services
California
-$11.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
301
SignatureFD
Georgia
$75K -$11.5K -178 -13%
SIM
302
Sonora Investment Management
Arizona
$71K – – –
JCM
303
Jacobi Capital Management
Pennsylvania
$70K -$16.4K -256 -19%
RFWA
304
RPg Family Wealth Advisory
Massachusetts
$69.9K +$69.9K +1,083 New
PVH
305
Psagot Value Holdings
Israel
$62K – – –
AWM
306
AllSquare Wealth Management
New York
$59K -$11.2K -174 -16%
LC
307
Lindbrook Capital
California
$58K – – –
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$57K -$51.7K -567 -48%
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$55K +$19.4K +301 +54%
PK
310
Pflug Koory
Nebraska
$54K – – –
CHP
311
Cable Hill Partners
Oregon
$54K +$18.4K +285 +52%
MSA
312
Marino Stram & Associates
Massachusetts
$52K -$108K -1,678 -67%
AA
313
Advisory Alpha
Michigan
$47.2K +$47.2K +689 New
BCI
314
Brinker Capital Investments
Pennsylvania
$43K – – –
SEI Investments
315
SEI Investments
Pennsylvania
$43K +$43K +668 New
QAM
316
QCI Asset Management
New York
$42K – – –
SSB
317
Sandy Spring Bank
Maryland
$41K – – –
TL
318
TrueWealth LLC
Georgia
$40K +$7.58K +118 +23%
SWM
319
SeaCrest Wealth Management
New York
$39K -$13.3K -205 -25%
CAGAS
320
Capital Advisory Group Advisory Services
Minnesota
$39K – – –
RE
321
RBC Europe
United Kingdom
$34.6K – – –
NWM
322
Northwest Wealth Management
Iowa
$32K -$3.18K -49 -9%
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$32K +$9.1K +141 +40%
EWM
324
Edge Wealth Management
New York
$30K – – –
TFS
325
TrustCore Financial Services
Tennessee
$29K +$131 +2 +0.5%
11 12
13
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