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Vanguard Financials ETF
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Overview Fund Activity

364 hedge funds and large institutions have $4.34B invested in Vanguard Financials ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-12
Holders Change %
-3.19%
% of All Funds
7.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
33
Increased
117
Reduced
136
Closed
41
Calls
$2.81M
Puts
–
Net Calls
+$2.81M
Net Calls Change
+$4K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$37.8M
3
NFC
Northeast Financial Consultants
Connecticut
+$18.9M
4
SB
Suntrust Banks
Georgia
+$8.65M
5
RJA
Raymond James & Associates
Florida
+$6.25M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$52.2M
2
Ameriprise
Ameriprise
Minnesota
-$32M
3
JPLA
Joseph P. Lucia & Associates
New York
-$11.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.6M
5
UBS Group
UBS Group
Switzerland
-$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
301
Sandy Spring Bank
Maryland
$75K +$30.7K +442 +69%
RFWA
302
RPg Family Wealth Advisory
Massachusetts
$74.7K – – –
EDRH
303
Edmond de Rothschild Holding
Switzerland
$69K -$47.3K -685 -41%
EWA
304
Evolution Wealth Advisors
Florida
$68K -$17.3K -250 -20%
PVH
305
Psagot Value Holdings
Israel
$67K – – –
AWM
306
AllSquare Wealth Management
New York
$62K -$1.03K -15 -2%
HNB
307
Huntington National Bank
Ohio
$60K -$120K – –
BBHC
308
Brown Brothers Harriman & Co
New York
$59K -$58.3K -850 -50%
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$59K +$69 +1 +0.1%
PK
310
Pflug Koory
Nebraska
$58K – – –
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
JWM
312
Janiczek Wealth Management
Colorado
$55K +$55K +800 New
Bessemer Group
313
Bessemer Group
New Jersey
$52K +$52K +749 New
QAM
314
QCI Asset Management
New York
$45K – – –
BCI
315
Brinker Capital Investments
Pennsylvania
$45K – – –
RE
316
RBC Europe
United Kingdom
$43.4K +$6.42K +93 +17%
CWA
317
Clarus Wealth Advisors
Arizona
$43K -$45.2K -649 -51%
TL
318
TrueWealth LLC
Georgia
$43K – – –
CAGAS
319
Capital Advisory Group Advisory Services
Minnesota
$42K – – –
LC
320
Lindbrook Capital
California
$41K -$20.5K -300 -33%
RFA
321
Reilly Financial Advisors
California
$39K +$11.5K +167 +42%
Simplex Trading
322
Simplex Trading
Illinois
$37K +$37K +541 New
AF
323
Advisornet Financial
Minnesota
$35K +$4.99K +72 +17%
EWM
324
Edge Wealth Management
New York
$32K – – –
TFS
325
TrustCore Financial Services
Tennessee
$31K +$209 +3 +0.7%
11 12
13
14 15