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Vanguard Financials ETF

101 hedge funds and large institutions have $1.03B invested in Vanguard Financials ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
11
Increased
37
Reduced
29
Closed
7
Calls
$1.46M
Puts
$301K
Net Calls
+$1.16M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$461K +$78K +1,682 +20%
EFS
52
Essex Financial Services
Connecticut
$428K +$14.8K +320 +4%
CCMH
53
Cornerstone Capital Management Holdings
New York
$414K +$284K +6,133 +218%
LS
54
Lattice Strategies
Pennsylvania
$369K -$13.9K -300 -4%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$334K -$24K -518 -7%
GLRA
56
Gerald L. Ray & Associates
Texas
$334K
BC
57
Burney Company
Virginia
$322K -$4.87K -105 -1%
PFS
58
Prospera Financial Services
Texas
$311K +$311K +6,708 New
HighTower Advisors
59
HighTower Advisors
Illinois
$303K
OC
60
Oppenheimer & Co
New York
$297K +$4.87K +105 +2%
GIA
61
Granite Investment Advisors
New Hampshire
$297K +$24.4K +525 +9%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$283K -$32.9K -709 -10%
PAG
63
Pinnacle Advisory Group
Maryland
$273K
BBA
64
BLB&B Advisors
Pennsylvania
$264K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$261K +$37.6K +810 +17%
Vanguard Group
66
Vanguard Group
Pennsylvania
$251K +$251K +5,419 New
BFA
67
Bragg Financial Advisors
North Carolina
$246K
CA
68
Capital Advantage
California
$232K -$18.7K -402 -7%
ICOA
69
Investment Centers of America
North Dakota
$217K -$77.7K -1,680 -26%
NES
70
New England Securities
New York
$216K -$4.49K -97 -2%
AAM
71
Autus Asset Management
Arizona
$207K +$207K +4,470 New
MAS
72
Madden Advisory Services
Florida
$196K +$156K +3,360 +384%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$159K -$17.4K -375 -10%
IFWM
74
Institute for Wealth Management
Colorado
$149K -$38.6K -830 -21%
NSIM
75
North Star Investment Management
Illinois
$119K