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Vanguard Financials ETF
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Overview Fund Activity

157 hedge funds and large institutions have $1.89B invested in Vanguard Financials ETF in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
4.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
29
Increased
61
Reduced
38
Closed
13
Calls
$1.3M
Puts
$464K
Net Calls
+$832K
Net Calls Change
+$658K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$123M
2
Morgan Stanley
2
Morgan Stanley
New York
$106M
3
UBS Group
3
UBS Group
Switzerland
$75.2M
4
FAAS
4
First Allied Advisory Services
California
$11.9M
5
TRCT
5
Tower Research Capital (TRC)
New York
$5.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$908M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.48M
3
M&T Bank
3
M&T Bank
New York
$62.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
101
Franklin Resources
California
$286K -$69.2K -1,400 -19%
IA
102
IFP Advisors
Florida
$278K +$28.5K +577 +11%
RJA
103
Robshaw & Julian Associates
New York
$273K +$5.43K +110 +2%
WPC
104
Waters Parkerson & Co
Louisiana
$267K – – –
NG
105
Northstar Group
New York
$251K +$251K +4,575 New
CA
106
Capital Advantage
California
$249K +$2.47K +50 +1%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$249K +$249K +5,050 New
SC
108
Scotia Capital
Ontario, Canada
$234K +$234K +4,748 New
11A
109
10-15 Associates
New York
$231K +$49 +1 +0%
Vanguard Group
110
Vanguard Group
Pennsylvania
$227K -$2.2M -44,573 -91%
OWD
111
Osborn Williams & Donohoe
Ohio
$217K +$4.94K +100 +2%
CM
112
Capital Management
Virginia
$208K +$208K +4,221 New
KeyBank National Association
113
KeyBank National Association
Ohio
$205K +$205K +4,141 New
NSIM
114
North Star Investment Management
Illinois
$204K – – –
LWM
115
LBA Wealth Management
Florida
$185K +$32.9K +665 +22%
Walleye Trading
116
Walleye Trading
New York
$184K +$184K +3,721 New
Mariner
117
Mariner
Kansas
$160K +$160K +3,245 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$136K -$22.8K -463 -14%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$127K – – –
WT
120
Whittier Trust
California
$115K – – –
US Bancorp
121
US Bancorp
Minnesota
$113K -$19.3K -395 -15%
HNB
122
Huntington National Bank
Ohio
$96K -$92K – –
HIIFS
123
Harel Insurance Investments & Financial Services
Israel
$85K -$57K -1,200 Closed
DADC
124
D.A. Davidson & Co
Montana
$78K +$53.6K +1,100 +220%
RWA
125
Ropes Wealth Advisors
Massachusetts
$77K +$77K +1,567 New
3 4
5
6 7