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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 %
WB
351
Webster Bank
Connecticut
$62K +$47.9K +662 +341%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
AIG
353
American International Group
New York
$54.6K +$54.6K +750 New
RE
354
RBC Europe
United Kingdom
$51.4K – – –
AWM
355
AllSquare Wealth Management
New York
$50K -$6.64K -91 -12%
AF
356
Allworth Financial
California
$47K – – –
VBCG
357
Valley Brook Capital Group
Pennsylvania
$45K +$45K +621 New
HIA
358
Harbor Investment Advisory
Maryland
$44K +$41.6K +575 +1,742%
LC
359
Lindbrook Capital
California
$44K +$44K +600 New
FFA
360
Freedman Financial Associates
Massachusetts
$44K +$44K +610 New
PK
361
Pflug Koory
Nebraska
$43K – – –
AWM
362
Avior Wealth Management
Nebraska
$42K +$143 +2 +0.3%
CFO
363
CVA Family Office
Colorado
$41K – – –
CWC
364
Carolinas Wealth Consulting
North Carolina
$34K -$19.2K -261 -36%
EWM
365
Edge Wealth Management
New York
$34K – – –
SSB
366
Sandy Spring Bank
Maryland
$34K – – –
NL
367
NVWM LLC
Pennsylvania
$34K +$34K +470 New
JCM
368
Jacobi Capital Management
Pennsylvania
$30K +$5.99K +81 +25%
RIM
369
Rockbridge Investment Management
New York
$30K +$30K +405 New
CAGAS
370
Capital Advisory Group Advisory Services
Minnesota
$29K – – –
FFW
371
Fusion Family Wealth
New York
$28K – – –
BFEC
372
Benjamin F. Edwards & Company
Missouri
$27K -$44.7K -607 -62%
RBC
373
Roble Belko & Company
Pennsylvania
$27K +$73 +1 +0.3%
CIAS
374
Capital Investment Advisory Services
North Carolina
$27K +$25.2K +342 +1,368%
VFA
375
Valeo Financial Advisors
Indiana
$26K +$4.08K +56 +19%
13 14
15
16 17