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Vanguard Financials ETF
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Overview Fund Activity

260 hedge funds and large institutions have $2.52B invested in Vanguard Financials ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
6.49%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
40
Increased
95
Reduced
73
Closed
20
Calls
$7.51M
Puts
$676K
Net Calls
+$6.84M
Net Calls Change
+$6.9M

Top Buyers

1
QIM
1
Quantitative Investment Management
Virginia
$17.2M
2
APP
2
Avantax Planning Partners
Iowa
$47.4M
3
DOA
3
D'Orazio & Associates
Virginia
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$76.1M
5
Ameriprise
5
Ameriprise
Minnesota
$46.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$798M
2
Citigroup
2
Citigroup
New York
$24.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$2.04M -$8.94K -143 -0.4%
V
77
Veritable
Delaware
$2M -$3.63K -58 -0.2%
GAM
78
Garrison Asset Management
Arkansas
$1.97M -$18.8K -300 -0.9%
PAG
79
Private Advisory Group
Washington
$1.87M +$38K +607 +2%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$1.87M +$333K +5,321 +22%
FMP
81
Financial Management Professionals
Texas
$1.87M -$226K -3,620 -11%
WI
82
WBI Investments
New Jersey
$1.87M +$1.87M +29,876 New
GIA
83
Granite Investment Advisors
New Hampshire
$1.78M +$174K +2,725 +11%
SI
84
Stephens Inc
Arkansas
$1.7M +$135K +2,161 +9%
Creative Planning
85
Creative Planning
Kansas
$1.65M +$51K +815 +3%
BEAM
86
Baker Ellis Asset Management
Washington
$1.63M +$6.25K +100 +0.4%
AIM
87
Allen Investment Management
New York
$1.58M – – –
AA
88
Advisory Alpha
Michigan
$1.55M +$89.1K +1,389 +6%
GT
89
Greenleaf Trust
Michigan
$1.54M +$1.54M +24,637 New
OC
90
Oppenheimer & Co
New York
$1.49M -$106K -1,699 -7%
Northern Trust
91
Northern Trust
Illinois
$1.47M +$92.4K +1,477 +7%
AHC
92
Anderson Hoagland & Co
Missouri
$1.41M +$417K +6,670 +42%
BTS
93
BB&T Securities
Virginia
$1.41M +$540K +8,641 +62%
IAM
94
Iridian Asset Management
Connecticut
$1.4M – – –
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$1.34M +$250K +4,003 +23%
PAG
96
Pinnacle Advisory Group
Maryland
$1.33M -$3.38K -54 -0.3%
CCA
97
Clearwater Capital Advisors
Illinois
$1.28M +$317K +5,010 +33%
IA
98
IFP Advisors
Florida
$1.19M -$104K -1,663 -8%
IFWM
99
Institute for Wealth Management
Colorado
$1.18M +$1.18M +18,851 New
CIM
100
Cetera Investment Management
California
$1.17M -$232K -3,701 -17%
2 3
4
5 6