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Vanguard Financials ETF
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Overview Fund Activity

442 hedge funds and large institutions have $4.23B invested in Vanguard Financials ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 123 increasing their positions, 142 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+69
Holders Change %
+18.5%
% of All Funds
7.84%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.3%
New
100
Increased
123
Reduced
142
Closed
24
Calls
$2M
Puts
$634K
Net Calls
+$1.36M
Net Calls Change
+$548K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$153M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$50.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38M
4
Morgan Stanley
Morgan Stanley
New York
+$24.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$14.6M

Top Sellers

1
UIM
USS Investment Management
United Kingdom
-$36M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.2M
4
Truist Financial
Truist Financial
North Carolina
-$8.74M
5
HighTower Advisors
HighTower Advisors
Illinois
-$8.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Cresset Asset Management
Illinois
$228K +$228K +3,127 New
MC
302
Moors & Cabot
Massachusetts
$228K +$228K +3,129 New
FHB
303
First Hawaiian Bank
Hawaii
$228K +$228K +3,130 New
GI
304
GAMCO Investors
Connecticut
$228K +$228K +3,130 New
SAM
305
Secure Asset Management
Michigan
$225K +$225K +3,088 New
WS
306
Wedbush Securities
California
$217K -$55.6K -763 -20%
SSWM
307
Sheets Smith Wealth Management
North Carolina
$217K +$217K +2,981 New
WT
308
Whittier Trust
California
$214K -$7.13K -98 -3%
FFG
309
Frisch Financial Group
New York
$214K +$214K +2,943 New
EWA
310
EP Wealth Advisors
California
$211K +$211K +2,893 New
FFN
311
Focus Financial Network
Minnesota
$211K +$211K +2,892 New
MSFS
312
Main Street Financial Solutions
Pennsylvania
$210K +$210K +2,883 New
BBA
313
BLB&B Advisors
Pennsylvania
$209K +$209K +2,866 New
JPLA
314
Joseph P. Lucia & Associates
New York
$208K +$208K +2,855 New
MCM
315
MAI Capital Management
Ohio
$208K +$208K +2,860 New
CCA
316
Clearwater Capital Advisors
Illinois
$206K -$257K -3,529 -56%
CBFP
317
Cedar Brook Financial Partners
Ohio
$201K +$201K +2,761 New
HCIA
318
Hochman Cole Investment Advisors
Illinois
$200K +$200K +2,749 New
BWA
319
BDO Wealth Advisors
Florida
$197K -$18.6K -255 -9%
CG
320
Cutler Group
California
$182K +$182K +2,500 New
GLLW
321
Graves Light Lenhart Wealth
Virginia
$152K +$152K +2,087 New
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$147K -$23K -299 -14%
GWM
323
Geneos Wealth Management
Colorado
$132K +$117K +5,814 +764%
EDRH
324
Edmond de Rothschild Holding
Switzerland
$131K – – –
Kayne Anderson Rudnick Investment Management
325
Kayne Anderson Rudnick Investment Management
California
$130K -$172K -2,364 -57%
11 12
13
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