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Vanguard Financials ETF

373 hedge funds and large institutions have $4.68B invested in Vanguard Financials ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 144 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+16
Holders Change %
+4.48%
% of All Funds
8.54%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.44%
New
44
Increased
144
Reduced
103
Closed
28
Calls
$3.95M
Puts
$881K
Net Calls
+$3.07M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
TL
326
TrueWealth LLC
Georgia
$35K
MCM
327
Monument Capital Management
Virginia
$35K +$35K +500 New
EA
328
Elm Advisors
California
$35K +$35K +500 New
PG
329
Proffitt & Goodson
Tennessee
$35K +$35K +505 New
EWM
330
Edge Wealth Management
New York
$32K
PMFA
331
Plante Moran Financial Advisors
Michigan
$31K
RWA
332
River Wealth Advisors
Pennsylvania
$31K +$15.2K +221 +97%
TFS
333
TrustCore Financial Services
Tennessee
$30K +$342 +5 +1%
RCA
334
Rowland Carmichael Advisors
Arizona
$29K
KJWM
335
Kiley Juergens Wealth Management
Washington
$28K +$28K +404 New
FFW
336
Fusion Family Wealth
New York
$27K
YWP
337
YorkBridge Wealth Partners
New York
$26K
RBC
338
Roble Belko & Company
Pennsylvania
$25K
WAM
339
Wealthspire Advisors (Maryland)
Maryland
$25K
OBWP
340
O'Brien Wealth Partners
Massachusetts
$24K +$24K +349 New
MA
341
MCF Advisors
Kentucky
$23K +$23K +330 New
CFG
342
Citizens Financial Group
Rhode Island
$21K +$21K +300 New
GWS
343
Glassman Wealth Services
Virginia
$17K
RFM
344
Royal Fund Management
Florida
$15K -$26.9K -410 -64%
Bessemer Group
345
Bessemer Group
New Jersey
$15K
LFA
346
Legacy Financial Advisors
Kentucky
$15K
TVWM
347
Tower View Wealth Management
Wisconsin
$15K +$15K +218 New
SFSIG
348
San Francisco Sentry Investment Group
California
$14K
WEC
349
Winslow Evans & Crocker
Massachusetts
$14K
POIA
350
Pin Oak Investment Advisors
Texas
$14K