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Vanguard Financials ETF
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Overview Fund Activity

364 hedge funds and large institutions have $4.34B invested in Vanguard Financials ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-12
Holders Change %
-3.19%
% of All Funds
7.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
33
Increased
117
Reduced
136
Closed
41
Calls
$2.81M
Puts
–
Net Calls
+$2.81M
Net Calls Change
+$4K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$37.8M
3
NFC
Northeast Financial Consultants
Connecticut
+$18.9M
4
SB
Suntrust Banks
Georgia
+$8.65M
5
RJA
Raymond James & Associates
Florida
+$6.25M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$52.2M
2
Ameriprise
Ameriprise
Minnesota
-$32M
3
JPLA
Joseph P. Lucia & Associates
New York
-$11.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.6M
5
UBS Group
UBS Group
Switzerland
-$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
351
OneDigital Investment Advisors
Kansas
$5K -$2.7K -41 -35%
AP
352
Atwood & Palmer
Missouri
$5K – – –
SMG
353
Spectrum Management Group
Indiana
$5K – – –
ME
354
McIlrath & Eck
Washington
$5K – – –
SWA
355
Sutton Wealth Advisors
Florida
$3.8K – – –
MSFP
356
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
WCM
357
Whitener Capital Management
North Carolina
$3K – – –
JIR
358
James Investment Research
Ohio
$2K – – –
SFG
359
SevenBridge Financial Group
Pennsylvania
$2K – – –
PG
360
Proffitt & Goodson
Tennessee
$2K +$2K +28 New
GT
361
Glenmede Trust
Pennsylvania
$1.09K -$22 -325 -2%
VCM
362
Versant Capital Management
Arizona
$1K -$15.8K -315 -94%
WIM
363
Westside Investment Management
California
$266 +$266 +3,860 New
EGA
364
Eagle Global Advisors
Texas
– -$2.75M -42,615 Closed
MWM
365
Merriman Wealth Management
Washington
– -$1.56M -24,095 Closed
FTIOP
366
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.83M -20,428 Closed
TF
367
TIAA FSB
Florida
– -$1.05M -16,190 Closed
SRC
368
Sage Rhino Capital
California
– -$610K -9,450 Closed
BFPW
369
BOK Financial Private Wealth
Colorado
– -$537K -8,318 Closed
Millennium Management
370
Millennium Management
New York
– -$495K -7,669 Closed
TFS
371
Thoroughbred Financial Services
Tennessee
– -$477K -7,387 Closed
MHS
372
M Holdings Securities
Oregon
– -$399K -6,185 Closed
SS
373
Simplicity Solutions
Minnesota
– -$397K -6,150 Closed
FWM
374
Frontier Wealth Management
Missouri
– -$302K -4,676 Closed
FHC
375
First Heartland Consultants
Missouri
– -$267K -4,143 Closed
13 14
15
16 17