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Vanguard Financials ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.1B invested in Vanguard Financials ETF in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 150 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-57
Holders Change %
-14.14%
% of All Funds
7.64%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.24%
New
42
Increased
91
Reduced
150
Closed
96
Calls
$989K
Puts
$738K
Net Calls
+$251K
Net Calls Change
-$399K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.46B
2
M&T Bank
2
M&T Bank
New York
$30.5M
3
UBS Group
3
UBS Group
Switzerland
$106M
4
KIA
4
KCM Investment Advisors
California
$13.8M
5
EC
5
Estate Counselors
Wisconsin
$8.07M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Ameriprise
2
Ameriprise
Minnesota
$105M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$82.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$168M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
101
Mariner Independent Advisor Network
Kansas
$1.21M -$163K -3,418 -12%
ASN
102
Advisory Services Network
Georgia
$1.21M +$41.4K +817 +4%
BRWA
103
B. Riley Wealth Advisors
Florida
$1.18M +$677K +13,349 +135%
PAG
104
Pinnacle Advisory Group
Maryland
$1.18M +$260K +5,125 +28%
GWM
105
Gray Wealth Management
Maine
$1.13M +$1.13M +22,289 New
22CM
106
20/20 Capital Management
California
$1.09M +$63.9K +1,195 +6%
VFA
107
Voya Financial Advisors
Connecticut
$1.06M -$212K -4,065 -17%
DBT
108
Dubuque Bank & Trust
Iowa
$1.04M +$22.4K +442 +2%
SCA
109
Snowden Capital Advisors
New York
$1.04M +$274K +5,409 +36%
MCWS
110
McKinley Carter Wealth Services
West Virginia
$1.02M +$36.8K +725 +4%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$1.02M -$345K -6,812 -25%
AWM
112
Aevitas Wealth Management
Massachusetts
$995K -$143K -2,829 -13%
BEAM
113
Baker Ellis Asset Management
Washington
$939K -$549K -10,810 -37%
Jane Street
114
Jane Street
New York
$917K +$467K +9,202 +104%
AIM
115
Anchor Investment Management
South Carolina
$905K -$505K -9,958 -36%
DI
116
DAGCO Inc
Ohio
$902K -$17.8K -350 -2%
SIAS
117
Shine Investment Advisory Services
Colorado
$885K – – –
RG
118
Rikoon Group
New Mexico
$871K – – –
AIC
119
Ameritas Investment Company
Nebraska
$844K +$472K +9,740 +127%
SI
120
Stephens Inc
Arkansas
$809K -$23.3K -459 -3%
US Bancorp
121
US Bancorp
Minnesota
$806K +$248K +4,890 +44%
UCFA
122
United Capital Financial Advisors
Texas
$804K -$173K -3,406 -18%
EH
123
Equitable Holdings
New York
$791K +$352K +6,948 +80%
Northern Trust
124
Northern Trust
Illinois
$789K -$15.2K -299 -2%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$781K -$5.21M -102,822 -87%
3 4
5
6 7