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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 %
HT
401
Heritage Trust
Oklahoma
– -$125K -2,112 Closed
KL
402
KWMG LLC
Kansas
– -$79K -1,335 Closed
W
403
WealthOne
New York
– -$68K -1,143 Closed
TCOV
404
Trust Company of Vermont
Vermont
– -$37K -615 Closed
MAM
405
Meeder Asset Management
Ohio
– -$32K -540 Closed
PG
406
Proffitt & Goodson
Tennessee
– -$30K -505 Closed
RWA
407
River Wealth Advisors
Pennsylvania
– -$27K -450 Closed
M
408
MOTCO
Texas
– -$27K -449 Closed
DWM
409
Destination Wealth Management
California
– -$25K -425 Closed
PG
410
Patten Group
Tennessee
– -$20K -342 Closed
WF
411
WealthTrust Fairport
Ohio
– -$17K -286 Closed
WDL
412
Well Done LLC
Michigan
– -$13K -225 Closed
CC
413
Claybrook Capital
Massachusetts
– -$13K -225 Closed
JFA
414
JNBA Financial Advisors
Minnesota
– -$12K -200 Closed
SFSIG
415
San Francisco Sentry Investment Group
California
– -$12K -200 Closed
RCG
416
Ruggie Capital Group
Florida
– -$8K -139 Closed
WANY
417
Wealthspire Advisors (New York)
New York
– -$8K -134 Closed
BWM
418
Baystate Wealth Management
Massachusetts
– -$9K -133 Closed
MOS
419
MGO One Seven
Ohio
– -$7K -133 Closed
PFSC
420
Peoples Financial Services Corp
Pennsylvania
– -$7K -125 Closed
VFA
421
Valeo Financial Advisors
Indiana
– -$6K -105 Closed
SWP
422
Strategic Wealth Partners
Ohio
– -$3K -56 Closed
JA
423
JOYN Advisors
Georgia
– -$2K -35 Closed
CA
424
Claro Advisors
Massachusetts
– -$2K -25 Closed
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