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Vanguard Financials ETF
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Overview Fund Activity

376 hedge funds and large institutions have $3.92B invested in Vanguard Financials ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
8.15%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
50
Increased
109
Reduced
142
Closed
48
Calls
$4.51M
Puts
$1.7M
Net Calls
+$2.8M
Net Calls Change
+$2.26M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$196M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$120M
3
Ameriprise
Ameriprise
Minnesota
+$73.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
5
APP
Avantax Planning Partners
Iowa
+$5.55M

Top Sellers

1
NFC
Northeast Financial Consultants
Connecticut
-$39.3M
2
UBS Group
UBS Group
Switzerland
-$18.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
FAAS
First Allied Advisory Services
California
-$11.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
351
BerganKDV Wealth Management
Minnesota
$8K – – –
OIA
352
OneDigital Investment Advisors
Kansas
$8K – – –
AssetMark Inc
353
AssetMark Inc
California
$7K -$1.28K -19 -15%
QCIG
354
Quad-Cities Investment Group
Iowa
$7K – – –
IP
355
Intellectus Partners
California
$7K +$7K +106 New
BlackRock
356
BlackRock
New York
$6K – – –
BBNA
357
Bremer Bank National Association
Minnesota
$6K +$6K +84 New
TC
358
Truvestments Capital
Florida
$6K +$6K +95 New
CF
359
Centaurus Financial
California
$5.77K +$2.6K +168 +82%
ME
360
McIlrath & Eck
Washington
$5K -$119 -2 -2%
AP
361
Atwood & Palmer
Missouri
$5K – – –
SMG
362
Spectrum Management Group
Indiana
$5K +$5K +71 New
LWANC
363
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
SWA
364
Sutton Wealth Advisors
Florida
$3.55K – – –
WCM
365
Whitener Capital Management
North Carolina
$3K – – –
JWA
366
JFS Wealth Advisors
Pennsylvania
$3K – – –
FNC
367
First National Corp
Massachusetts
$3K +$3K +41 New
MSFP
368
Mark Sheptoff Financial Planning
Connecticut
$3K +$3K +44 New
WA
369
WP Advisors
California
$2.63K +$14 +22 +0.5%
JPLA
370
Joseph P. Lucia & Associates
New York
$2.55K +$2.55K +170,106 New
CIAS
371
Capital Investment Advisory Services
North Carolina
$2K -$19.1K -362 -91%
JIR
372
James Investment Research
Ohio
$2K – – –
AIA
373
Alera Investment Advisors
Illinois
$2K – – –
SFG
374
SevenBridge Financial Group
Pennsylvania
$2K +$2K +25 New
IWP
375
Icon Wealth Partners
Texas
$2K +$2K +33 New
13 14
15
16 17