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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 %
GI
101
GAMCO Investors
Connecticut
$1.9M +$1.9M +29,400 New
BEAM
102
Baker Ellis Asset Management
Washington
$1.88M +$28.4K +440 +2%
FTIOP
103
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.83M -$46.4K -517 -2%
PAG
104
Pinnacle Advisory Group
Maryland
$1.7M +$1.7M +26,333 New
AHC
105
Anderson Hoagland & Co
Missouri
$1.65M +$306K +4,741 +23%
AIM
106
Anchor Investment Management
South Carolina
$1.62M +$350K +5,419 +28%
Jane Street
107
Jane Street
New York
$1.62M +$702K +10,878 +77%
SWP
108
Stratos Wealth Partners
Ohio
$1.59M -$1.13M -17,574 -42%
SWA
109
Stratos Wealth Advisors
Ohio
$1.57M -$611K -9,470 -28%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$1.56M +$1.19M +18,433 +325%
MWM
111
Merriman Wealth Management
Washington
$1.56M +$1.56M +24,095 New
AAM
112
Ascension Asset Management
New York
$1.45M -$6.46K -100 -0.4%
MCWS
113
McKinley Carter Wealth Services
West Virginia
$1.39M +$516 +8 +0%
NWS
114
Newport Wealth Strategies
California
$1.29M -$17.9K -270 -1%
PWAC
115
Private Wealth Advisors (California)
California
$1.28M -$14.9K -231 -1%
JHCP
116
Jackson Hole Capital Partners
Oklahoma
$1.28M +$265K +4,100 +26%
ACA
117
Atlas Capital Advisors
Wyoming
$1.27M -$672K -10,413 -35%
CCA
118
Clearwater Capital Advisors
Illinois
$1.25M -$208K -3,231 -14%
William Blair & Company
119
William Blair & Company
Illinois
$1.23M -$104K -1,611 -8%
CCM
120
Condor Capital Management
New Jersey
$1.21M – – –
FWM
121
Focused Wealth Management
New York
$1.2M -$329K -5,096 -22%
SIAS
122
Shine Investment Advisory Services
Colorado
$1.14M +$48.3K +748 +4%
IAM
123
Iridian Asset Management
Connecticut
$1.13M – – –
RG
124
Rikoon Group
New Mexico
$1.13M – – –
CWM
125
Cornerstone Wealth Management
Missouri
$1.08M +$76.6K +569 +8%
3 4
5
6 7