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Vanguard Financials ETF
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Overview Fund Activity

84 hedge funds and large institutions have $715M invested in Vanguard Financials ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
14
Increased
33
Reduced
23
Closed
11
Calls
–
Puts
$351K
Net Calls
-$351K
Net Calls Change
-$1.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$453M
2
CA
2
Cetera Advisors
Colorado
$5.09M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$6.44M
4
U
4
UBS
Switzerland
$32.2M
5
MAA
5
Managed Account Advisors
New Jersey
$34.1M

Top Sellers

1
QA
1
Quantitative Advantage
Minnesota
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$494K
3
TRCT
3
Tower Research Capital (TRC)
New York
$18K
4
VKH
4
Virtu KCG Holdings
New York
$0
5
TU
5
TDAM USA
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.74M -$55.5K -1,249 -3%
CB
27
Chemical Bank
Michigan
$1.73M -$147K -3,300 -8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.72M +$962K +21,660 +127%
SCM
29
SOL Capital Management
Maryland
$1.68M – – –
V
30
Veritable
Delaware
$1.39M – – –
FWM
31
Focused Wealth Management
New York
$1.38M +$146K +3,295 +12%
NAMP
32
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.23M +$814K +18,330 +195%
CFS
33
Community Financial System
New York
$1.06M -$87.7K -1,975 -8%
BF
34
BOK Financial
Oklahoma
$1.05M – – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$935K -$29.1K -655 -3%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$875K +$56K +1,262 +7%
BFG
37
Bouchey Financial Group
New York
$753K +$753K +16,787 New
DS
38
DRW Securities
Illinois
$673K +$673K +15,148 New
FIG
39
Fusion Investment Group
Pennsylvania
$611K +$611K +13,746 New
NFC
40
Northeast Financial Consultants
Connecticut
$557K +$557K +12,529 New
MFS
41
MSI Financial Services
Massachusetts
$536K +$410K +9,233 +325%
HighTower Advisors
42
HighTower Advisors
Illinois
$494K -$2.18M -49,034 -82%
LS
43
Lattice Strategies
Pennsylvania
$482K +$48.9K +1,100 +11%
CWM
44
Concert Wealth Management
California
$473K +$186K +4,212 +65%
Creative Planning
45
Creative Planning
Kansas
$465K +$68.6K +1,545 +17%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$441K -$41.1K -926 -9%
FAAS
47
First Allied Advisory Services
California
$412K -$596K -13,452 -59%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$351K -$7.77K -175 -2%
GLRA
49
Gerald L. Ray & Associates
Texas
$320K – – –
BC
50
Burney Company
Virginia
$316K -$754 -17 -0.2%
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