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Vanguard Financials ETF
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Overview Fund Activity

376 hedge funds and large institutions have $3.92B invested in Vanguard Financials ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
8.15%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
50
Increased
109
Reduced
142
Closed
48
Calls
$4.51M
Puts
$1.7M
Net Calls
+$2.8M
Net Calls Change
+$2.26M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$196M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$120M
3
Ameriprise
Ameriprise
Minnesota
+$73.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
5
APP
Avantax Planning Partners
Iowa
+$5.55M

Top Sellers

1
NFC
Northeast Financial Consultants
Connecticut
-$39.3M
2
UBS Group
UBS Group
Switzerland
-$18.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
FAAS
First Allied Advisory Services
California
-$11.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Next Financial Group
Texas
$2.69M +$1.97M +30,555 +274%
NFH
77
NEXT Financial Holdings
Texas
$2.69M +$2.69M +41,709 New
Bank of New York Mellon
78
Bank of New York Mellon
New York
$2.68M +$720K +11,160 +37%
CB
79
Chemical Bank
Michigan
$2.68M +$151K +2,342 +6%
ECM
80
Exchange Capital Management
Michigan
$2.67M +$27.2K +422 +1%
BF
81
BOK Financial
Oklahoma
$2.67M -$187K -2,895 -7%
BC
82
Bartlett & Co
Ohio
$2.67M – – –
BCWM
83
Bartlett & Co Wealth Management
Ohio
$2.67M – – –
NAMP
84
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.66M -$194K -3,000 -7%
FAAS
85
First Allied Advisory Services
California
$2.65M -$11.5M -178,080 -81%
MIAN
86
Mariner Independent Advisor Network
Kansas
$2.54M -$27.9K -423 -1%
RA
87
Riverstone Advisors
Texas
$2.47M -$321K -4,967 -11%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$2.44M -$166K -2,570 -6%
Creative Planning
89
Creative Planning
Kansas
$2.42M -$16.1K -249 -0.7%
MFG
90
Magnus Financial Group
New York
$2.39M +$183K +2,837 +8%
DBT
91
Dubuque Bank & Trust
Iowa
$2.16M -$1.13M -17,490 -34%
AFNAS
92
American Financial Network Advisory Services
California
$2.14M +$1.24M +19,481 +138%
V
93
Veritable
Delaware
$2.13M +$2.84K +44 +0.1%
KPW
94
Kore Private Wealth
New York
$2.12M -$218K -3,377 -9%
UBS AM
95
UBS AM
Illinois
$2.12M -$364K -5,634 -15%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$2.03M -$1.32M -20,504 -39%
GAM
97
Garrison Asset Management
Arkansas
$2.01M -$51.9K -804 -3%
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$2M -$178K -2,760 -8%
CC
99
Callan Capital
California
$2M +$296K +4,584 +17%
RMAM
100
Raab & Moskowitz Asset Management
New Jersey
$1.9M -$74.6K -1,156 -4%
2 3
4
5 6