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Vanguard Financials ETF
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Overview Fund Activity

358 hedge funds and large institutions have $3.48B invested in Vanguard Financials ETF in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+12
Holders Change %
+3.47%
% of All Funds
7.36%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
57
Increased
83
Reduced
151
Closed
39
Calls
$1.32M
Puts
$762K
Net Calls
+$560K
Net Calls Change
+$309K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$496M
2
MIM
Morningstar Investment Management
Illinois
$35.4M
3
MIS
Morningstar Investment Services
Illinois
$30.3M
4
KIM
Karpus Investment Management
New York
$12.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.52B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$144M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.8M
4
KIA
KCM Investment Advisors
California
$7.8M
5
CS
Credit Suisse
Switzerland
$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
301
CVA Family Office
Colorado
$32K +$32K +560 New
AF
302
Advisornet Financial
Minnesota
$29K -$23K -400 -44%
EWM
303
Edge Wealth Management
New York
$27K – – –
PIMG
304
Patriot Investment Management Group
Tennessee
$26.4K +$26.4K +461 New
OPS
305
Orion Portfolio Solutions
Nebraska
$24K +$9.3K +160 +63%
VFA
306
Valeo Financial Advisors
Indiana
$24K +$22.9K +6,543 +2,174%
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
$23K -$11.5K -200 -33%
BBHC
308
Brown Brothers Harriman & Co
New York
$23K – – –
FFW
309
Fusion Family Wealth
New York
$22K – – –
RBC
310
Roble Belko & Company
Pennsylvania
$21K – – –
PMFA
311
Plante Moran Financial Advisors
Michigan
$17K -$10.7K -183 -39%
AWM
312
Avior Wealth Management
Nebraska
$17K – – –
RFWA
313
RPg Family Wealth Advisory
Massachusetts
$15.2K – – –
First Manhattan
314
First Manhattan
New York
$13K -$29.7K -539 -70%
AIP
315
Ameritas Investment Partners
Nebraska
$12K – – –
HFA
316
Hoover Financial Advisors
Pennsylvania
$12K +$12K +212 New
WB
317
Webster Bank
Connecticut
$11K -$12.5K -220 -53%
POIA
318
Pin Oak Investment Advisors
Texas
$11K – – –
FMTCOCP
319
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
CHC
320
City Holding Co
West Virginia
$11K – – –
JCM
321
Jacobi Capital Management
Pennsylvania
$11K +$8.51K +150 +341%
GEA
322
Glen Eagle Advisors
New Jersey
$11K – – –
LWANC
323
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
RFA
324
Reilly Financial Advisors
California
$10K – – –
NSIM
325
North Star Investment Management
Illinois
$9K -$68.5K -1,249 -88%
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