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Vanguard Financials ETF
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Overview Fund Activity

110 hedge funds and large institutions have $1.15B invested in Vanguard Financials ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
46
Reduced
23
Closed
11
Calls
$424K
Puts
$860K
Net Calls
-$436K
Net Calls Change
-$1.3M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$373M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$158M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$63M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.6M
5
DBT
5
Dubuque Bank & Trust
Iowa
$4.57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$259M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$10M
4
BC
4
Bartlett & Co
Ohio
$462K
5
RW
5
Rand Wealth
Maryland
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Garde Capital
Washington
$2.79M -$88.2K -1,774 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.72M -$76.1K -1,532 -3%
FWM
28
Focused Wealth Management
New York
$2.69M +$367K +7,377 +16%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.25M +$1.94M +39,115 +632%
JIC
30
Johnson Investment Counsel
Ohio
$2.03M -$21.1K -425 -1%
CI
31
Clal Insurance
Israel
$1.97M +$1.97M +39,588 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.94M +$1.31M +26,268 +206%
SCM
33
SOL Capital Management
Maryland
$1.9M +$7.46K +150 +0.4%
CB
34
Chemical Bank
Michigan
$1.89M – – –
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$1.71M +$504K +10,145 +42%
V
36
Veritable
Delaware
$1.56M – – –
BEAM
37
Baker Ellis Asset Management
Washington
$1.48M +$1.48M +29,770 New
BF
38
BOK Financial
Oklahoma
$1.46M -$56K -1,126 -4%
MAS
39
Madden Advisory Services
Florida
$1.43M +$233K +4,692 +19%
Ameriprise
40
Ameriprise
Minnesota
$1.32M +$255K +5,121 +24%
CWM
41
Concert Wealth Management
California
$1.13M +$449K +9,027 +66%
Creative Planning
42
Creative Planning
Kansas
$1.11M +$542K +10,909 +95%
CB
43
Community Bank
New York
$1.08M +$1.08M +21,670 New
EFS
44
Essex Financial Services
Connecticut
$965K +$198K +3,977 +26%
BFG
45
Bouchey Financial Group
New York
$951K -$269K -5,410 -22%
LNB
46
Ledyard National Bank
$946K +$446K +8,970 +89%
FAAS
47
First Allied Advisory Services
California
$929K +$208K +4,233 +29%
MFS
48
MSI Financial Services
Massachusetts
$734K +$76.4K +1,536 +12%
Vanguard Group
49
Vanguard Group
Pennsylvania
$734K +$282K +5,682 +62%
CCMH
50
Cornerstone Capital Management Holdings
New York
$707K +$260K +5,242 +58%
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