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Vanguard Financials ETF
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Overview Fund Activity

364 hedge funds and large institutions have $4.34B invested in Vanguard Financials ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-12
Holders Change %
-3.19%
% of All Funds
7.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
33
Increased
117
Reduced
136
Closed
41
Calls
$2.81M
Puts
–
Net Calls
+$2.81M
Net Calls Change
+$4K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$199M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$169M
3
NFC
3
Northeast Financial Consultants
Connecticut
$19.3M
4
SB
4
Suntrust Banks
Georgia
$13.5M
5
RJA
5
Raymond James & Associates
Florida
$26.2M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$6.32M
2
Ameriprise
2
Ameriprise
Minnesota
$89.1M
3
JPLA
3
Joseph P. Lucia & Associates
New York
$156K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$278M
5
UBS Group
5
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
101
Baker Ellis Asset Management
Washington
$2.15M +$145K +2,100 +7%
OCM
102
Osbon Capital Management
Massachusetts
$2.13M +$2.13M +30,919 New
WP
103
WealthSource Partners
California
$2.13M +$2.13M +30,826 New
AFNAS
104
American Financial Network Advisory Services
California
$2.08M -$202K -2,970 -9%
GAM
105
Garrison Asset Management
Arkansas
$2.08M -$63K -913 -3%
RMAM
106
Raab & Moskowitz Asset Management
New Jersey
$2.02M -$10.2K -148 -0.5%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$1.93M -$2.98M -43,234 -61%
AWM
108
Aevitas Wealth Management
Massachusetts
$1.81M -$1.64M -23,759 -48%
AIM
109
Anchor Investment Management
South Carolina
$1.78M +$49.3K +714 +3%
SWA
110
Stratos Wealth Advisors
Ohio
$1.69M +$6.83K +99 +0.4%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$1.69M +$26.6K +386 +2%
NWS
112
Newport Wealth Strategies
California
$1.59M +$227K +3,270 +17%
GI
113
GAMCO Investors
Connecticut
$1.58M -$448K -6,500 -22%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$1.58M +$1.05M +15,212 +200%
William Blair & Company
115
William Blair & Company
Illinois
$1.55M +$233K +3,370 +18%
AAM
116
Ascension Asset Management
New York
$1.54M -$13.8K -200 -0.9%
AI
117
Atria Investments
North Carolina
$1.5M +$482K +7,263 +47%
MCWS
118
McKinley Carter Wealth Services
West Virginia
$1.47M -$20K -290 -1%
PAG
119
Pinnacle Advisory Group
Maryland
$1.41M -$403K -5,843 -22%
SPIA
120
Steward Partners Investment Advisory
New York
$1.39M +$364K +5,283 +36%
IFWM
121
Institute for Wealth Management
Colorado
$1.34M +$241K +3,485 +22%
CCM
122
Condor Capital Management
New Jersey
$1.29M -$5.11K -74 -0.4%
PWAC
123
Private Wealth Advisors (California)
California
$1.28M – – –
IAM
124
Iridian Asset Management
Connecticut
$1.28M +$72.1K +1,045 +6%
SIAS
125
Shine Investment Advisory Services
Colorado
$1.2M -$15.5K -225 -1%
3 4
5
6 7