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Vanguard Financials ETF
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Overview Fund Activity

260 hedge funds and large institutions have $2.52B invested in Vanguard Financials ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
6.49%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
40
Increased
95
Reduced
73
Closed
20
Calls
$7.51M
Puts
$676K
Net Calls
+$6.84M
Net Calls Change
+$6.9M

Top Buyers

1
QIM
1
Quantitative Investment Management
Virginia
$17.2M
2
APP
2
Avantax Planning Partners
Iowa
$47.4M
3
DOA
3
D'Orazio & Associates
Virginia
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$76.1M
5
Ameriprise
5
Ameriprise
Minnesota
$46.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$798M
2
Citigroup
2
Citigroup
New York
$24.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$10.3M +$1.09M +17,354 +12%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$8.95M +$5.26M +84,027 +142%
DY
28
Dowling & Yahnke
California
$8.08M -$71.2K -1,138 -0.9%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$7.67M -$2.66M -42,531 -26%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.16M +$1.57M +25,030 +28%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$7.15M +$188K +3,001 +3%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$7.02M -$767K -12,260 -10%
QA
33
Quantitative Advantage
Minnesota
$6.79M -$170K -2,719 -2%
SCM
34
SOL Capital Management
Maryland
$6.34M +$304K +4,866 +5%
SF
35
Synovus Financial
Georgia
$6.33M +$1.52M +24,273 +32%
BFG
36
Bouchey Financial Group
New York
$6.1M +$633K +10,120 +12%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$5.91M +$5.91M +94,496 New
PL
38
Polianta Ltd
Jersey
$5.9M +$6.26K +100 +0.1%
BHB
39
Bank Hapoalim BM
Israel
$5.63M – – –
KC
40
Kingfisher Capital
North Carolina
$5.63M +$63.3K +1,012 +1%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$5.57M -$286K -4,574 -5%
EFS
42
Essex Financial Services
Connecticut
$5.53M +$2.64M +42,274 +92%
PAG
43
Private Advisor Group
New Jersey
$5.37M +$1.42M +22,375 +36%
MIAN
44
Mariner Independent Advisor Network
Kansas
$5.09M +$4.24M +67,827 +503%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$5.05M -$130K -2,080 -3%
CWM
46
CMH Wealth Management
New Hampshire
$5.05M +$79.8K +1,265 +2%
BCP
47
Berkeley Capital Partners
Georgia
$4.96M +$93.8K +1,500 +2%
CL
48
Choreo LLC
Illinois
$4.81M -$76.6K -1,219 -2%
VAM
49
Visionary Asset Management
Texas
$4.49M -$590K -9,439 -12%
FWM
50
Focused Wealth Management
New York
$4.33M -$28.3K -452 -0.6%
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