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Vanguard Financials ETF
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Overview Fund Activity

110 hedge funds and large institutions have $1.15B invested in Vanguard Financials ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
46
Reduced
23
Closed
11
Calls
$424K
Puts
$860K
Net Calls
-$436K
Net Calls Change
-$1.3M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$373M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$158M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$63M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.6M
5
DBT
5
Dubuque Bank & Trust
Iowa
$4.57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$259M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$10M
4
BC
4
Bartlett & Co
Ohio
$462K
5
RW
5
Rand Wealth
Maryland
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Capital Advantage
California
$248K – – –
GT
77
Glenmede Trust
Pennsylvania
$238K +$238K +4,800 New
William Blair & Company
78
William Blair & Company
Illinois
$216K +$216K +4,358 New
FCI
79
Financial Counselors Inc
Kansas
$213K +$213K +4,288 New
NSIM
80
North Star Investment Management
Illinois
$128K – – –
KTC
81
Kistler-Tiffany Companies
Pennsylvania
$126K +$20.5K +414 +19%
LWM
82
LBA Wealth Management
Florida
$124K +$64.5K +1,300 +108%
WT
83
Whittier Trust
California
$115K – – –
AIG
84
American International Group
New York
$112K +$57.2K +1,150 +104%
HNB
85
Huntington National Bank
Ohio
$97K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$81K +$100 +2 +0.1%
NPC
87
National Planning Corporation
California
$76.6K +$76.6K +1,573 New
SSB
88
Sandy Spring Bank
Maryland
$71K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$59K -$494 -10 -0.8%
SF
90
Synovus Financial
Georgia
$58K – – –
CFA
91
CT Financial Advisors
Pennsylvania
$50K +$50K +1,005 New
US Bancorp
92
US Bancorp
Minnesota
$49K – – –
NFG
93
Next Financial Group
Texas
$35K -$109K -2,180 -76%
EWM
94
Edge Wealth Management
New York
$23K – – –
WA
95
WFG Advisors
Texas
$21K -$12.4K -250 -37%
DOA
96
D'Orazio & Associates
Virginia
$20K – – –
Barclays
97
Barclays
United Kingdom
$20K – – –
EAMA
98
EFG Asset Management (Americas)
Florida
$14K +$14K +275 New
HPBT
99
High Point Bank & Trust
North Carolina
$13K – – –
GWS
100
Glassman Wealth Services
Virginia
$12K +$12K +244 New
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