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Vanguard Financials ETF
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Overview Fund Activity

157 hedge funds and large institutions have $1.89B invested in Vanguard Financials ETF in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
4.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
29
Increased
61
Reduced
38
Closed
13
Calls
$1.3M
Puts
$464K
Net Calls
+$832K
Net Calls Change
+$658K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$123M
2
Morgan Stanley
2
Morgan Stanley
New York
$106M
3
UBS Group
3
UBS Group
Switzerland
$75.2M
4
FAAS
4
First Allied Advisory Services
California
$11.9M
5
TRCT
5
Tower Research Capital (TRC)
New York
$5.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$908M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.48M
3
M&T Bank
3
M&T Bank
New York
$62.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$18.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Next Financial Group
Texas
$73K +$41K +832 +128%
RFA
127
Reilly Financial Advisors
California
$71K – – –
BFEC
128
Benjamin F. Edwards & Company
Missouri
$67K +$67K +1,361 New
WA
129
WFG Advisors
Texas
$66K – – –
JCM
130
Jacobi Capital Management
Pennsylvania
$57K +$57K +1,155 New
CFA
131
CT Financial Advisors
Pennsylvania
$51.7K +$296 +6 +0.6%
BC
132
Barnett & Company
Tennessee
$49K +$49K +1,000 New
PVH
133
Psagot Value Holdings
Israel
$48K +$48K +965 New
SSB
134
Sandy Spring Bank
Maryland
$40K -$40.6K -815 -50%
WIC
135
Woodmont Investment Counsel
Tennessee
$39K +$39K +800 New
PMFA
136
Plante Moran Financial Advisors
Michigan
$38K – – –
CG
137
Cutler Group
California
$35K -$33.7K -700 -49%
AWM
138
AllSquare Wealth Management
New York
$35K – – –
BCI
139
Brinker Capital Investments
Pennsylvania
$33K – – –
M
140
MOTCO
Texas
$30K -$29.7K -599 -50%
EWM
141
Edge Wealth Management
New York
$23K – – –
RBA
142
Richard Bernstein Advisors
New York
$19K +$19K +377 New
EWM
143
Evercore Wealth Management
New York
$18K – – –
JIC
144
Joel Isaacson & Co
New York
$18K – – –
ASN
145
Advisory Services Network
Georgia
$12K – – –
GWS
146
Glassman Wealth Services
Virginia
$12K – – –
GI
147
Gradient Investments
Minnesota
$11K +$11K +215 New
AF
148
Allworth Financial
California
$11K +$11K +216 New
QAM
149
QCI Asset Management
New York
$10K -$24.8K -495 -71%
IWM
150
Integrated Wealth Management
California
$10K – – –
3 4 5
6
7