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Vanguard Financials ETF
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Overview Fund Activity

403 hedge funds and large institutions have $4.85B invested in Vanguard Financials ETF in 2019 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+46
Holders Change %
+12.89%
% of All Funds
7.96%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.3%
New
86
Increased
127
Reduced
119
Closed
34
Calls
$2.23M
Puts
$1.58M
Net Calls
+$650K
Net Calls Change
-$2.06M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$232M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$556M
3
UIM
USS Investment Management
United Kingdom
$48.3M
4
Truist Financial
Truist Financial
North Carolina
$34.2M
5
Morgan Stanley
Morgan Stanley
New York
$215M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
Bank of America
Bank of America
North Carolina
$2.08B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$27.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
301
Joseph P. Lucia & Associates
New York
$196K +$16K +210 +9%
JFA
302
Johanson Financial Advisors
California
$187K +$187K +14,234 New
CAC
303
Certified Advisory Corp
Florida
$174K +$839 +11 +0.5%
SBSB
304
Sullivan, Bruyette, Speros & Blaney
Virginia
$170K – – –
Chevy Chase Trust
305
Chevy Chase Trust
Maryland
$150K +$150K +1,968 New
AF
306
Allworth Financial
California
$144K +$28.8K +378 +25%
RWA
307
Ropes Wealth Advisors
Massachusetts
$136K -$120K -1,567 -47%
LWA
308
Lenox Wealth Advisors
New York
$135K – – –
SBL
309
Sargent Bickham Lagudis
Colorado
$133K – – –
PA
310
Parallel Advisors
California
$133K +$10.5K +137 +9%
CWC
311
Carolinas Wealth Consulting
North Carolina
$131K +$131K +1,759 New
FRA
312
Front Row Advisors
California
$120K – – –
BA
313
Ballast Advisors
Minnesota
$119K +$119K +1,554 New
RCA
314
Ranch Capital Advisors
Florida
$117K -$29.2K -384 -20%
WB
315
West Bancorporation
Iowa
$117K +$117K +1,530 New
MWM
316
Maltin Wealth Management
New Jersey
$112K +$112K +1,468 New
S
317
SignatureFD
Georgia
$109K – – –
EDRH
318
Edmond de Rothschild Holding
Switzerland
$107K +$30.6K +400 +40%
TPWA
319
TRUE Private Wealth Advisors
Oregon
$97K -$149K -1,965 -61%
MA
320
MUFG Americas
New York
$94K – – –
BW
321
Bison Wealth
Georgia
$91K +$91K +1,197 New
KPCM
322
Kings Point Capital Management
New York
$89K -$10.2K -133 -10%
CG
323
Cutler Group
California
$88K +$88K +1,159 New
HNB
324
Huntington National Bank
Ohio
$84K -$45K – –
SIM
325
Sonora Investment Management
Arizona
$84K – – –
11 12
13
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