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Vanguard Financials ETF
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Overview Fund Activity

378 hedge funds and large institutions have $3.36B invested in Vanguard Financials ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
8.44%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.33%
New
72
Increased
103
Reduced
135
Closed
62
Calls
$2.03M
Puts
$1.49M
Net Calls
+$540K
Net Calls Change
-$2.53M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$19.5M
2
NFC
Northeast Financial Consultants
Connecticut
+$9.23M
3
CS
Credit Suisse
Switzerland
+$6.07M
4
WCP
Welch Capital Partners
New York
+$5.59M
5
EGA
Eagle Global Advisors
Texas
+$5.56M

Top Sellers

1
CM
Churchill Management
California
-$233M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$168M
3
Bank of America
Bank of America
North Carolina
-$118M
4
Ameriprise
Ameriprise
Minnesota
-$41.2M
5
SEIA
Signature Estate & Investment Advisors
California
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
76
Greytown Advisors
Florida
$2.84M +$256K +4,321 +10%
Vanguard Group
77
Vanguard Group
Pennsylvania
$2.81M +$1.08M +18,233 +63%
BF
78
BOK Financial
Oklahoma
$2.63M +$356K +5,995 +16%
NAMP
79
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.63M -$92.1K -1,552 -3%
AIC
80
Ameritas Investment Company
Nebraska
$2.62M +$2.62M +44,146 New
KIA
81
KCM Investment Advisors
California
$2.61M +$934K +15,730 +56%
RA
82
Riverstone Advisors
Texas
$2.56M +$2.56M +43,193 New
CI
83
Cavalier Investments
Georgia
$2.56M +$89K +1,499 +4%
SWP
84
Stratos Wealth Partners
Ohio
$2.5M -$1.91M -32,191 -43%
BC
85
Bartlett & Co
Ohio
$2.45M – – –
BCWM
86
Bartlett & Co Wealth Management
Ohio
$2.45M – – –
ECM
87
Exchange Capital Management
Michigan
$2.43M +$10.4K +175 +0.4%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$2.4M +$255K +4,303 +12%
MIAN
89
Mariner Independent Advisor Network
Kansas
$2.39M -$605K -9,850 -20%
CB
90
Chemical Bank
Michigan
$2.32M -$75.7K -1,275 -3%
IWM
91
IHT Wealth Management
Illinois
$2.31M +$1.29M +21,649 +125%
UBS AM
92
UBS AM
Illinois
$2.28M +$1.81M +30,540 +385%
BOPW
93
Brandywine Oak Private Wealth
Pennsylvania
$2.25M +$2.25M +37,139 New
Creative Planning
94
Creative Planning
Kansas
$2.24M -$156K -2,632 -7%
KPW
95
Kore Private Wealth
New York
$2.15M +$2.15M +36,292 New
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$2.07M -$56.5K -952 -3%
MFG
97
Magnus Financial Group
New York
$2.03M +$2.03M +34,252 New
SWA
98
Stratos Wealth Advisors
Ohio
$2.01M +$2.01M +33,865 New
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$2.01M +$42.8K +721 +2%
CCM
100
Consolidated Capital Management
California
$1.98M +$1.43M +24,135 +262%
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