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Vanguard Financials ETF
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Overview Fund Activity

378 hedge funds and large institutions have $3.36B invested in Vanguard Financials ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
8.44%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.33%
New
72
Increased
103
Reduced
135
Closed
62
Calls
$2.03M
Puts
$1.49M
Net Calls
+$540K
Net Calls Change
-$2.53M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$19.5M
2
NFC
Northeast Financial Consultants
Connecticut
+$9.23M
3
CS
Credit Suisse
Switzerland
+$6.07M
4
WCP
Welch Capital Partners
New York
+$5.59M
5
EGA
Eagle Global Advisors
Texas
+$5.56M

Top Sellers

1
CM
Churchill Management
California
-$233M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$168M
3
Bank of America
Bank of America
North Carolina
-$118M
4
Ameriprise
Ameriprise
Minnesota
-$41.2M
5
SEIA
Signature Estate & Investment Advisors
California
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
351
Squar Milner Financial Services
California
$8K – – –
GI
352
Gradient Investments
Minnesota
$8K +$3.91K +64 +96%
WANY
353
Wealthspire Advisors (New York)
New York
$8K +$8K +134 New
RCG
354
Ruggie Capital Group
Florida
$8K +$8K +139 New
BWM
355
BerganKDV Wealth Management
Minnesota
$7K – – –
QCIG
356
Quad-Cities Investment Group
Iowa
$7K – – –
AssetMark Inc
357
AssetMark Inc
California
$7K +$1.08K +19 +18%
OIA
358
OneDigital Investment Advisors
Kansas
$7K +$7K +117 New
PFSC
359
Peoples Financial Services Corp
Pennsylvania
$7K +$7K +125 New
MOS
360
MGO One Seven
Ohio
$7K +$7K +133 New
GEA
361
Glen Eagle Advisors
New Jersey
$6.95K – – –
BlackRock
362
BlackRock
New York
$6K +$65 +1 +1%
VFA
363
Valeo Financial Advisors
Indiana
$6K +$4K +70 +200%
BTNA
364
Bremer Trust National Association
Minnesota
$5K +$5K +84 New
ME
365
McIlrath & Eck
Washington
$5K +$5K +86 New
AP
366
Atwood & Palmer
Missouri
$4K – – –
LWANC
367
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +64 New
SWA
368
Sutton Wealth Advisors
Florida
$3.27K – – –
WCM
369
Whitener Capital Management
North Carolina
$3K – – –
JWA
370
JFS Wealth Advisors
Pennsylvania
$3K +$3K +43 New
SWP
371
Strategic Wealth Partners
Ohio
$3K +$3K +56 New
JA
372
JOYN Advisors
Georgia
$2K – – –
CA
373
Claro Advisors
Massachusetts
$2K +$2K +25 New
JIR
374
James Investment Research
Ohio
$2K +$2K +31 New
AIA
375
Alera Investment Advisors
Illinois
$2K +$2K +32 New
13 14
15
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