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Vanguard Financials ETF

140 hedge funds and large institutions have $2.24B invested in Vanguard Financials ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
22
Increased
45
Reduced
49
Closed
21
Calls
$830K
Puts
$729K
Net Calls
+$101K
Net Calls Change
+$804K
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
51
Baker Ellis Asset Management
Washington
$1.48M +$9.27K +200 +0.6%
CB
52
Chemical Bank
Michigan
$1.46M +$14.7K +316 +1%
V
53
Veritable
Delaware
$1.45M
CWM
54
Concert Wealth Management
California
$1.23M +$170K +3,673 +16%
ADL
55
Asset Dedication LLC
California
$1.01M +$1.01M +21,841 New
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1M -$775K -16,710 -44%
FAAS
57
First Allied Advisory Services
California
$898K +$12.2K +264 +1%
CB
58
Community Bank
New York
$857K -$9.28K -200 -1%
SWP
59
Stratos Wealth Partners
Ohio
$857K +$161K +3,475 +23%
BRWA
60
B. Riley Wealth Advisors
Florida
$846K +$46.9K +1,850 +6%
MIAN
61
Mariner Independent Advisor Network
Kansas
$845K +$250K +5,401 +42%
CCM
62
Condor Capital Management
New Jersey
$810K
SIAS
63
Shine Investment Advisory Services
Colorado
$784K +$784K +16,917 New
HWP
64
Hefty Wealth Partners
Indiana
$781K +$781K +16,852 New
Creative Planning
65
Creative Planning
Kansas
$668K -$387K -8,336 -37%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$662K -$202K -4,357 -23%
EGA
67
Eagle Global Advisors
Texas
$649K
LNB
68
Ledyard National Bank
$635K -$270K -5,815 -30%
CA
69
Cetera Advisors
Colorado
$605K +$342K +7,265 +130%
Stifel Financial
70
Stifel Financial
Missouri
$594K -$202K -4,350 -25%
ClearBridge Investments
71
ClearBridge Investments
New York
$592K +$592K +12,765 New
CWM
72
Confluence Wealth Management
Oregon
$542K +$50.1K +1,082 +10%
BTS
73
BB&T Securities
Virginia
$511K +$33.3K +718 +7%
Citigroup
74
Citigroup
New York
$510K +$141K +3,051 +38%
SCA
75
Snowden Capital Advisors
New York
$500K +$500K +10,794 New