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Vanguard Financials ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.1B invested in Vanguard Financials ETF in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 150 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-57
Holders Change %
-14.14%
% of All Funds
7.64%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.24%
New
42
Increased
91
Reduced
150
Closed
96
Calls
$989K
Puts
$738K
Net Calls
+$251K
Net Calls Change
-$399K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.46B
2
M&T Bank
2
M&T Bank
New York
$30.5M
3
UBS Group
3
UBS Group
Switzerland
$106M
4
KIA
4
KCM Investment Advisors
California
$13.8M
5
EC
5
Estate Counselors
Wisconsin
$8.07M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Ameriprise
2
Ameriprise
Minnesota
$105M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$82.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$168M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
76
55I LLC
Massachusetts
$2.15M +$997K +17,511 +87%
TNB
77
TCF National Bank
South Dakota
$2.12M -$55.6K -1,096 -3%
BC
78
Bartlett & Co
Ohio
$2.08M +$2.08M +40,985 New
BCWM
79
Bartlett & Co Wealth Management
Ohio
$2.08M -$16.1K -317 -0.8%
GA
80
Greytown Advisors
Florida
$2.03M -$160K -3,147 -7%
PAG
81
Private Advisor Group
New Jersey
$2.02M -$440K -8,666 -18%
NAMP
82
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.02M -$55.5K -1,094 -3%
IWM
83
IHT Wealth Management
Illinois
$1.95M -$1.21M -23,902 -38%
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$1.94M – – –
Bank of New York Mellon
85
Bank of New York Mellon
New York
$1.92M -$364K -7,167 -16%
ACM
86
Azimuth Capital Management
Michigan
$1.88M +$1.88M +37,125 New
PWP
87
Principle Wealth Partners
Connecticut
$1.72M -$273K -5,375 -14%
V
88
Veritable
Delaware
$1.68M +$6.55K +129 +0.4%
KPW
89
Kore Private Wealth
New York
$1.66M -$40.9K -807 -2%
FAAS
90
First Allied Advisory Services
California
$1.64M -$227K -4,468 -12%
CC
91
Callan Capital
California
$1.6M -$90.1K -1,777 -5%
PPW
92
Parcion Private Wealth
Washington
$1.54M +$1.54M +30,418 New
BCA
93
Bray Capital Advisors
Florida
$1.53M +$766K +15,105 +101%
Creative Planning
94
Creative Planning
Kansas
$1.5M -$249K -4,910 -14%
Citigroup
95
Citigroup
New York
$1.46M -$241K -4,758 -14%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$1.43M -$4.01M -78,961 -74%
NA
97
NewEdge Advisors
Louisiana
$1.31M +$957K +18,873 +271%
RMAM
98
Raab & Moskowitz Asset Management
New Jersey
$1.31M -$117K -2,311 -8%
GAM
99
Garrison Asset Management
Arkansas
$1.26M -$227K -4,474 -15%
QA
100
Quantitative Advantage
Minnesota
$1.24M -$4.77M -94,072 -79%
2 3
4
5 6