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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$314M
2
Ameriprise
Ameriprise
Minnesota
$105M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$82.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$168M
5
Morgan Stanley
Morgan Stanley
New York
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
126
Private Vista
Illinois
$780K – – –
WI
127
Wintrust Investments
Illinois
$776K -$86.5K -1,705 -10%
AHC
128
Anderson Hoagland & Co
Missouri
$772K -$992K -20,000 -56%
CCM
129
Condor Capital Management
New Jersey
$738K – – –
APA
130
American Portfolios Advisors
New York
$736K +$37.4K +738 +5%
MECA
131
Miller Equity Capital Advisors
Texas
$697K -$47.6K -940 -6%
CCM
132
Consolidated Capital Management
California
$678K +$5.93K +117 +0.9%
EAM
133
Evanson Asset Management
California
$665K – – –
WWM
134
Western Wealth Management
Colorado
$657K -$29.9K -587 -4%
DOA
135
D'Orazio & Associates
Virginia
$655K -$10M -197,308 -94%
PPCM
136
Pillar Pacific Capital Management
California
$648K +$27K +532 +4%
TWM
137
Tolleson Wealth Management
Texas
$627K – – –
CG
138
Colony Group
Massachusetts
$623K +$243K +4,780 +64%
CB
139
Community Bank
New York
$622K -$6.59K -130 -1%
B
140
Bailard
California
$621K +$452K +8,899 +266%
AAS
141
Avantax Advisory Services
Texas
$620K -$400K -7,840 -39%
SPIA
142
Steward Partners Investment Advisory
New York
$607K -$94.4K -1,864 -13%
ISL
143
Ingalls & Snyder LLC
New York
$605K +$605K +11,931 New
WA
144
Wealth Alliance
New York
$596K -$23.1K -455 -4%
HIM
145
Harbour Investment Management
Washington
$592K +$40.8K +805 +7%
CFGS
146
Concourse Financial Group Securities
Alabama
$591K +$34.7K +683 +6%
KF
147
Krilogy Financial
Missouri
$581K +$31.4K +619 +6%
PWAC
148
Private Wealth Advisors (California)
California
$580K -$24.3K -478 -4%
AAM
149
Autus Asset Management
Arizona
$574K -$25K -493 -4%
SWA
150
Stratos Wealth Advisors
Ohio
$573K +$6.74K +133 +1%
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6
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