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Vanguard Financials ETF

403 hedge funds and large institutions have $4.85B invested in Vanguard Financials ETF in 2019 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+46
Holders Change %
+12.89%
% of All Funds
7.96%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.3%
New
86
Increased
127
Reduced
119
Closed
34
Calls
$2.23M
Puts
$1.58M
Net Calls
+$650K
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
351
Carroll Financial Associates
North Carolina
$43K +$16.3K +215 +61%
EWM
352
Edge Wealth Management
New York
$35K
FCM
353
Firestone Capital Management
Florida
$35K +$35K +464 New
WB
354
Webster Bank
Connecticut
$32K +$17K +220 +113%
AssetMark Inc
355
AssetMark Inc
California
$32K +$24.1K +316 +304%
AWM
356
Aberdeen Wealth Management
Illinois
$31K +$31K +400 New
SMFS
357
Squar Milner Financial Services
California
$31K +$31K +419 New
FFW
358
Fusion Family Wealth
New York
$29K
RIA
359
RPG Investment Advisory
California
$23K +$23K +297 New
VFA
360
Valeo Financial Advisors
Indiana
$23K +$23K +301 New
EWA
361
Evolution Wealth Advisors
Florida
$22K -$33.4K -445 -60%
PMFA
362
Plante Moran Financial Advisors
Michigan
$22K
OPS
363
Orion Portfolio Solutions
Nebraska
$22K +$22K +292 New
Kayne Anderson Rudnick Investment Management
364
Kayne Anderson Rudnick Investment Management
California
$21K +$12.6K +166 +150%
LWANC
365
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K
AP
366
Arlington Partners
Alabama
$18K +$18K +232 New
PA
367
PSI Advisors
Florida
$18K +$18K +238 New
RFM
368
Royal Fund Management
Florida
$17K
TVWM
369
Tower View Wealth Management
Wisconsin
$17K +$231 +3 +1%
FEG
370
Financial Enhancement Group
Indiana
$16K
FMTCOCP
371
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
CHC
372
City Holding Co
West Virginia
$15K
POIA
373
Pin Oak Investment Advisors
Texas
$15K
GEA
374
Glen Eagle Advisors
New Jersey
$14.6K
EIP
375
Ellis Investment Partners
Pennsylvania
$14K +$14K +191 New