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Vanguard Financials ETF
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Overview Fund Activity

357 hedge funds and large institutions have $4.89B invested in Vanguard Financials ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+30
Holders Change %
+9.17%
% of All Funds
8.19%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.53%
New
55
Increased
151
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.92M
Net Calls
+$1.09M
Net Calls Change
+$1.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.06B
2
CM
Churchill Management
California
$205M
3
FCFS
First Command Financial Services
Texas
$147M
4
FCAS
First Command Advisory Services
Texas
$147M
5
Bessemer Group
Bessemer Group
New Jersey
$38.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$179M
2
QIM
Quantitative Investment Management
Virginia
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$329M
4
Jane Street
Jane Street
New York
$2.43M
5
BCP
Berkeley Capital Partners
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
101
Garrison Asset Management
Arkansas
$2.4M +$4.31K +62 +0.2%
V
102
Veritable
Delaware
$2.31M +$11.3K +162 +0.5%
FFC
103
First Financial Corp
Indiana
$2.27M -$425K -6,122 -16%
OC
104
Oppenheimer & Co
New York
$2.27M +$505K +7,264 +29%
UCFA
105
United Capital Financial Advisors
Texas
$2.18M +$1.27M +18,250 +140%
SI
106
Stephens Inc
Arkansas
$2.14M +$255K +3,676 +14%
CCA
107
Clearwater Capital Advisors
Illinois
$2.14M +$464K +6,673 +28%
FWM
108
Focused Wealth Management
New York
$2.13M -$2.29M -32,915 -52%
Creative Planning
109
Creative Planning
Kansas
$2.13M +$92.8K +1,336 +5%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$2.1M -$28.6K -411 -1%
Vanguard Group
111
Vanguard Group
Pennsylvania
$2M +$66.4K +956 +3%
SPIA
112
Steward Partners Investment Advisory
New York
$1.96M +$841K +12,103 +75%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$1.91M +$746K +10,739 +64%
AWM
114
AE Wealth Management
Kansas
$1.9M +$1.35M +19,495 +250%
Northern Trust
115
Northern Trust
Illinois
$1.84M +$81K +1,166 +5%
Bank of New York Mellon
116
Bank of New York Mellon
New York
$1.83M +$116K +1,673 +7%
IAM
117
Iridian Asset Management
Connecticut
$1.76M – – –
BEAM
118
Baker Ellis Asset Management
Washington
$1.64M -$72.3K -1,040 -4%
IFWM
119
Institute for Wealth Management
Colorado
$1.56M -$952K -13,750 -38%
RMAM
120
Raab & Moskowitz Asset Management
New Jersey
$1.55M +$453K +6,524 +41%
SS
121
Simplicity Solutions
Minnesota
$1.51M +$1.51M +21,757 New
NG
122
NatWest Group
United Kingdom
$1.49M +$434K +6,248 +41%
AAM
123
Ascension Asset Management
New York
$1.49M – – –
Citadel Advisors
124
Citadel Advisors
Florida
$1.48M +$708K +10,183 +92%
AIM
125
Anchor Investment Management
South Carolina
$1.46M +$315K +4,529 +27%
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