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Vanguard Financials ETF
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Overview Fund Activity

243 hedge funds and large institutions have $2.61B invested in Vanguard Financials ETF in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+27
Holders Change %
+12.5%
% of All Funds
6.06%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
54
Increased
99
Reduced
54
Closed
24
Calls
$919K
Puts
$980K
Net Calls
-$61K
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$125M
2
APP
Avantax Planning Partners
Iowa
+$31.3M
3
Citigroup
Citigroup
New York
+$24.2M
4
UBS Group
UBS Group
Switzerland
+$17.2M
5
Wells Fargo
Wells Fargo
California
+$12.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$4.92M
3
RIG
Roosevelt Investment Group
New York
-$4.66M
4
PL
Polianta Ltd
Jersey
-$2.99M
5
RW
Rand Wealth
Maryland
-$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisory Group
Washington
$1.78M +$35.1K +580 +2%
BEAM
77
Baker Ellis Asset Management
Washington
$1.57M -$346K -5,725 -18%
Creative Planning
78
Creative Planning
Kansas
$1.54M +$241K +3,978 +19%
OC
79
Oppenheimer & Co
New York
$1.54M -$503K -8,316 -25%
AIM
80
Allen Investment Management
New York
$1.53M +$31.8K +525 +2%
GIA
81
Granite Investment Advisors
New Hampshire
$1.52M +$731K +12,083 +93%
SI
82
Stephens Inc
Arkansas
$1.51M +$713K +11,789 +89%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$1.49M +$1.22M +20,226 +462%
Jane Street
84
Jane Street
New York
$1.49M +$1.49M +24,566 New
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.4M -$1.8M -29,781 -56%
AA
86
Advisory Alpha
Michigan
$1.38M +$148K +2,443 +12%
IAM
87
Iridian Asset Management
Connecticut
$1.36M +$967K +16,000 +249%
CIM
88
Cetera Investment Management
California
$1.35M -$822K -13,581 -38%
Northern Trust
89
Northern Trust
Illinois
$1.33M -$253K -4,182 -16%
PAG
90
Pinnacle Advisory Group
Maryland
$1.29M -$280K -4,638 -18%
SPIA
91
Steward Partners Investment Advisory
New York
$1.27M +$1.26M +20,818 +8,784%
IA
92
IFP Advisors
Florida
$1.25M +$524K +8,659 +72%
DHFB
93
Dixon Hubard Feinour & Brown
Virginia
$1.17M – – –
CCM
94
Condor Capital Management
New Jersey
$1.14M +$86.4K +1,430 +8%
ICOA
95
Investment Centers of America
North Dakota
$1.12M -$110K -1,817 -9%
MIAN
96
Mariner Independent Advisor Network
Kansas
$1.08M -$4.92M -61,750 -82%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$1.05M +$167K +2,767 +19%
RG
98
Rikoon Group
New Mexico
$1.05M +$85.9K +1,430 +9%
SI
99
SII Investments
Wisconsin
$1.04M +$12.1K +200 +1%
CB
100
Community Bank
New York
$1.03M -$42.3K -700 -4%
2 3
4
5 6