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Vanguard Financials ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.1B invested in Vanguard Financials ETF in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 150 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-57
Holders Change %
-14.14%
% of All Funds
7.64%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.24%
New
42
Increased
91
Reduced
150
Closed
96
Calls
$989K
Puts
$738K
Net Calls
+$251K
Net Calls Change
-$399K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.46B
2
M&T Bank
M&T Bank
New York
$30.5M
3
UBS Group
UBS Group
Switzerland
$106M
4
KIA
KCM Investment Advisors
California
$13.8M
5
EC
Estate Counselors
Wisconsin
$8.07M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$314M
2
Ameriprise
Ameriprise
Minnesota
$105M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$82.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$168M
5
Morgan Stanley
Morgan Stanley
New York
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
26
Full Sail Capital
Oklahoma
$8.52M +$5.34M +97,529 +168%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$8.42M -$1.79M -35,233 -18%
CWM
28
CMH Wealth Management
New Hampshire
$8.13M +$5.33M +105,050 +190%
EC
29
Estate Counselors
Wisconsin
$8.07M +$8.07M +159,100 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$7.32M -$445K -8,775 -6%
DC
31
Derby & Company
Massachusetts
$7.01M +$817K +16,107 +13%
DY
32
Dowling & Yahnke
California
$6.98M +$1.11M +21,982 +19%
CS
33
Credit Suisse
Switzerland
$6.9M -$1.17M -23,155 -15%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$6.89M +$2.98M +58,741 +76%
AIC
35
Ayalon Insurance Company
Israel
$6.84M – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$6.82M +$3.77M +74,405 +124%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$6.2M +$195K +3,842 +3%
FWM
38
Focused Wealth Management
New York
$6.2M +$387K +7,630 +7%
EWG
39
Executive Wealth Group
Washington
$5.98M +$25.3K +499 +0.4%
PAG
40
Private Advisory Group
Washington
$5.62M -$1.84M -36,322 -25%
HW
41
Hamilton Wealth
California
$5.54M +$5.23M +103,152 +1,711%
HighTower Advisors
42
HighTower Advisors
Illinois
$5.42M -$1.12M -22,074 -17%
JIC
43
Johnson Investment Counsel
Ohio
$5.38M -$649K -12,795 -11%
Mariner
44
Mariner
Kansas
$5.19M +$750K +14,771 +17%
Goldman Sachs
45
Goldman Sachs
New York
$5.11M +$548K +10,794 +12%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$4.82M +$4.82M +95,100 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$4.64M -$2.36M -46,549 -34%
MML Investors Services
48
MML Investors Services
Massachusetts
$4.58M -$2.13M -42,038 -32%
OAM
49
Oppenheimer Asset Management
New York
$4.52M -$39.7K -782 -0.9%
KWM
50
Keebeck Wealth Management
Illinois
$4.4M -$82.5K -1,626 -2%
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