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Vanguard Financials ETF
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Overview Fund Activity

403 hedge funds and large institutions have $4.85B invested in Vanguard Financials ETF in 2019 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+46
Holders Change %
+12.89%
% of All Funds
7.96%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.3%
New
86
Increased
127
Reduced
119
Closed
34
Calls
$2.23M
Puts
$1.58M
Net Calls
+$650K
Net Calls Change
-$2.06M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$232M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$556M
3
UIM
3
USS Investment Management
United Kingdom
$48.3M
4
Truist Financial
4
Truist Financial
North Carolina
$34.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$215M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$2.08B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$27.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$6.86M -$1.46M -19,167 -18%
OAM
52
Oppenheimer Asset Management
New York
$6.86M +$41.1K +539 +0.6%
KWM
53
Keebeck Wealth Management
Illinois
$6.74M +$6.74M +88,389 New
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$6.73M +$99.1K +1,299 +1%
Mariner
55
Mariner
Kansas
$6.67M +$206K +2,706 +3%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$6.2M +$107K +1,399 +2%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$5.93M +$1.45M +18,981 +32%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$5.88M -$334K -4,382 -5%
MFG
59
Magnus Financial Group
New York
$5.69M +$2.43M +31,865 +75%
SIC
60
Starr International Company
Switzerland
$5.65M – – –
CA
61
Calton & Associates
Florida
$5.63M +$953K +12,487 +20%
SCM
62
SOL Capital Management
Maryland
$5.29M -$496K -6,500 -9%
KTA
63
Keeley-Teton Advisors
Illinois
$5.24M +$95.2K +1,248 +2%
NFG
64
Next Financial Group
Texas
$4.95M +$136K +1,786 +3%
IWM
65
IHT Wealth Management
Illinois
$4.76M +$661K +8,667 +16%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$4.58M +$2.49M +32,643 +119%
FSC
67
Full Sail Capital
Oklahoma
$4.49M -$65.7K -848 -1%
IAA
68
Independent Advisor Alliance
North Carolina
$4.31M +$4.31M +56,444 New
MWM
69
Merriman Wealth Management
Washington
$4.25M +$1.34M +17,601 +46%
CWM
70
CMH Wealth Management
New Hampshire
$4.21M -$45K -590 -1%
GIA
71
Granite Investment Advisors
New Hampshire
$4.19M -$915 -12 -0%
FFC
72
First Financial Corp
Indiana
$4.15M -$144K -1,882 -3%
ST
73
Sabal Trust
Florida
$4.01M -$106K -1,395 -3%
MAM
74
Madison Asset Management
Wisconsin
$3.78M +$3.78M +49,526 New
APP
75
Avantax Planning Partners
Iowa
$3.78M -$797K -10,450 -17%
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