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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 %
CCM
101
Condor Capital Management
New Jersey
$1.17M -$16K -255 -1%
SI
102
SII Investments
Wisconsin
$1.12M +$46K +735 +4%
RG
103
Rikoon Group
New Mexico
$1.08M -$16K -255 -1%
SIAS
104
Shine Investment Advisory Services
Colorado
$1.06M – – –
CB
105
Community Bank
New York
$1.04M -$18.8K -300 -2%
SPIA
106
Steward Partners Investment Advisory
New York
$988K -$328K -5,253 -25%
SFS
107
Sowell Financial Services
Arkansas
$984K +$984K +15,392 New
TF
108
TIAA FSB
Florida
$978K +$978K +15,638 New
HCM
109
HM Capital Management
Missouri
$968K +$968K +15,471 New
PV
110
Private Vista
Illinois
$964K – – –
ECM
111
Exchange Capital Management
Michigan
$958K +$471K +7,525 +97%
FMLI
112
Fukoku Mutual Life Insurance
Japan
$888K +$888K +14,200 New
GA
113
Greytown Advisors
Florida
$883K +$70.6K +1,123 +9%
GT
114
Glenmede Trust
Pennsylvania
$882K – – –
Franklin Resources
115
Franklin Resources
California
$863K +$501K +8,010 +138%
EDRH
116
Edmond de Rothschild Holding
Switzerland
$857K +$213K +3,411 +33%
RIG
117
Roosevelt Investment Group
New York
$847K -$8.91M -142,572 -91%
ICOA
118
Investment Centers of America
North Dakota
$832K -$330K -5,267 -28%
EAM
119
Evanson Asset Management
California
$820K -$12.4K -198 -1%
NG
120
NatWest Group
United Kingdom
$815K +$141K +2,246 +21%
FANJ
121
Financial Architects (New Jersey)
New Jersey
$793K +$177K +2,835 +29%
VFA
122
Voya Financial Advisors
Connecticut
$780K +$143K +2,286 +22%
RMAM
123
Raab & Moskowitz Asset Management
New Jersey
$755K +$815 +13 +0.1%
UCFA
124
United Capital Financial Advisors
Texas
$754K -$92K -1,471 -11%
SPC
125
Sigma Planning Corp
Michigan
$752K +$104K +1,671 +16%
3 4
5
6 7