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Vanguard Financials ETF
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Overview Fund Activity

243 hedge funds and large institutions have $2.61B invested in Vanguard Financials ETF in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+27
Holders Change %
+12.5%
% of All Funds
6.06%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
54
Increased
99
Reduced
54
Closed
24
Calls
$919K
Puts
$980K
Net Calls
-$61K
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$125M
2
APP
Avantax Planning Partners
Iowa
+$31.3M
3
Citigroup
Citigroup
New York
+$24.2M
4
UBS Group
UBS Group
Switzerland
+$17.2M
5
Wells Fargo
Wells Fargo
California
+$12.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$4.92M
3
RIG
Roosevelt Investment Group
New York
-$4.66M
4
PL
Polianta Ltd
Jersey
-$2.99M
5
RW
Rand Wealth
Maryland
-$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$8.87M +$6.07M +100,324 +216%
DY
27
Dowling & Yahnke
California
$7.88M -$311K -5,143 -4%
AG
28
Advisor Group
Arizona
$7.69M -$1.21M -20,079 -14%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$7.52M +$1.52M +25,124 +25%
HighTower Advisors
30
HighTower Advisors
Illinois
$7.47M -$309K -5,114 -4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$6.73M +$1.08M +17,794 +19%
QA
32
Quantitative Advantage
Minnesota
$6.72M -$515K -8,509 -7%
SCM
33
SOL Capital Management
Maryland
$5.83M +$24.2K +400 +0.4%
PL
34
Polianta Ltd
Jersey
$5.7M -$2.99M -49,400 -34%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.67M +$1.24M +20,518 +28%
BHB
36
Bank Hapoalim BM
Israel
$5.44M – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$5.4M +$1.54M +25,412 +40%
KC
38
Kingfisher Capital
North Carolina
$5.38M +$8.89K +147 +0.2%
BFG
39
Bouchey Financial Group
New York
$5.29M +$289K +4,783 +6%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$5.01M -$41.6K -688 -0.8%
VAM
41
Visionary Asset Management
Texas
$4.92M -$7.2K -119 -0.1%
BCP
42
Berkeley Capital Partners
Georgia
$4.7M +$4.7M +77,795 New
CL
43
Choreo LLC
Illinois
$4.7M +$229K +3,794 +5%
CWM
44
CMH Wealth Management
New Hampshire
$4.65M +$205K +3,470 +5%
SF
45
Synovus Financial
Georgia
$4.64M +$1.06M +17,477 +29%
CA
46
Cetera Advisors
Colorado
$4.35M +$550K +9,101 +14%
KTA
47
Keeley-Teton Advisors
Illinois
$4.27M +$4.27M +70,666 New
FWM
48
Focused Wealth Management
New York
$4.21M -$257K -4,245 -6%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$3.81M -$345K -5,705 -8%
PAG
50
Private Advisor Group
New Jersey
$3.73M +$403K +6,759 +12%
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