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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Ameriprise
2
Ameriprise
Minnesota
$105M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$82.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$168M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$4.34M -$133K -2,618 -3%
PFA
52
Paradigm Financial Advisors
Missouri
$4.32M +$3.77M +74,314 +691%
AWM
53
AE Wealth Management
Kansas
$4.27M +$3.9M +76,950 +1,062%
MFG
54
Magnus Financial Group
New York
$4.11M +$321K +6,332 +8%
SS
55
Simplicity Solutions
Minnesota
$3.92M +$3.92M +77,213 New
SIC
56
Starr International Company
Switzerland
$3.75M – – –
CA
57
Calton & Associates
Florida
$3.73M -$13.2K -261 -0.4%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$3.66M -$467K -9,214 -11%
NFG
59
Next Financial Group
Texas
$3.63M +$343K +6,758 +10%
TC
60
Tatro Capital
Kentucky
$3.61M -$1.23M -24,278 -25%
ECM
61
Exchange Capital Management
Michigan
$3.59M +$1.3M +25,679 +57%
AFS
62
Axiom Financial Strategies
Indiana
$3.44M +$3.44M +67,833 New
SCM
63
SOL Capital Management
Maryland
$3.34M -$180K -3,540 -5%
IAIM
64
International Assets Investment Management
Florida
$3.09M +$3.09M +19,046 New
GIA
65
Granite Investment Advisors
New Hampshire
$2.91M +$122K +2,411 +4%
KTA
66
Keeley-Teton Advisors
Illinois
$2.85M -$641K -12,632 -18%
ST
67
Sabal Trust
Florida
$2.67M +$4.06K +80 +0.2%
FFC
68
First Financial Corp
Indiana
$2.65M -$107K -2,114 -4%
TAIM
69
TD Ameritrade Investment Management
Nebraska
$2.34M -$1.6M -31,509 -41%
GT
70
Glenmede Trust
Pennsylvania
$2.32M – – –
ZIG
71
Zurich Insurance Group
Switzerland
$2.31M +$2.31M +44,115 New
ACS
72
Archford Capital Strategies
Illinois
$2.27M +$143K +2,814 +7%
ACA
73
Atlas Capital Advisors
Wyoming
$2.19M +$1.03M +20,395 +89%
BF
74
BOK Financial
Oklahoma
$2.19M -$108K -2,127 -5%
APP
75
Avantax Planning Partners
Iowa
$2.17M -$339K -6,679 -13%
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