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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 %
BWM
326
Baystate Wealth Management
Massachusetts
$126K – – –
SFS
327
Sowell Financial Services
Arkansas
$125K +$11.6K +159 +10%
TFS
328
TrustCore Financial Services
Tennessee
$120K -$291 -4 -0.2%
GRP
329
Global Retirement Partners
California
$119K -$90.4K -1,244 -43%
EIP
330
Ellis Investment Partners
Pennsylvania
$117K +$875 +12 +0.8%
RPWA
331
Regent Peak Wealth Advisors
Georgia
$112K +$112K +1,543 New
FRA
332
Front Row Advisors
California
$109K – – –
WEC
333
Winslow Evans & Crocker
Massachusetts
$102K +$94.7K +1,300 +1,300%
GC
334
Grace Capital
Massachusetts
$95K -$33.4K -460 -26%
BA
335
Ballast Advisors
Minnesota
$94K -$9.78K -135 -9%
PWM
336
Perigon Wealth Management
California
$87K +$87K +1,189 New
FFA
337
Founders Financial Alliance
North Carolina
$81K – – –
SIM
338
Sonora Investment Management
Arizona
$80K – – –
PCFFS
339
Pacific Center for Financial Services
California
$79K – – –
APWA
340
Atlas Private Wealth Advisors
New Jersey
$76K +$1.46K +20 +2%
MA
341
MUFG Americas
New York
$75K – – –
OIM
342
Oder Investment Management
California
$75K +$75K +1,035 New
BW
343
Bison Wealth
Georgia
$74K – – –
Franklin Resources
344
Franklin Resources
California
$73K – – –
RPCA
345
Running Point Capital Advisors
California
$73K +$73K +1,000 New
GWM
346
Greenhouse Wealth Management
Connecticut
$72K +$72K +995 New
BWM
347
BerganKDV Wealth Management
Minnesota
$68K – – –
SL
348
Savior LLC
Massachusetts
$67K – – –
PCIA
349
Prime Capital Investment Advisors
Kansas
$63K +$363 +5 +0.6%
AF
350
Advisornet Financial
Minnesota
$63K +$13.2K +182 +27%
12 13
14
15 16