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Vanguard Financials ETF
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Overview Fund Activity

358 hedge funds and large institutions have $3.48B invested in Vanguard Financials ETF in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+12
Holders Change %
+3.47%
% of All Funds
7.36%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
57
Increased
83
Reduced
151
Closed
39
Calls
$1.32M
Puts
$762K
Net Calls
+$560K
Net Calls Change
+$309K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$496M
2
MIM
Morningstar Investment Management
Illinois
$35.4M
3
MIS
Morningstar Investment Services
Illinois
$30.3M
4
KIM
Karpus Investment Management
New York
$12.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.52B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$144M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.8M
4
KIA
KCM Investment Advisors
California
$7.8M
5
CS
Credit Suisse
Switzerland
$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
126
Focused Wealth Management
New York
$838K -$6.15M -107,571 -88%
EH
127
Equitable Holdings
New York
$836K -$56.3K -984 -6%
AAS
128
Avantax Advisory Services
Texas
$830K +$135K +2,365 +19%
RG
129
Rikoon Group
New Mexico
$810K -$172K -3,007 -18%
CS
130
Credit Suisse
Switzerland
$805K -$6.97M -121,878 -90%
MECA
131
Miller Equity Capital Advisors
Texas
$803K +$16.3K +285 +2%
CCM
132
Condor Capital Management
New Jersey
$779K -$54K -943 -6%
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$773K -$108K -1,884 -12%
CCM
134
Consolidated Capital Management
California
$773K +$7.5K +131 +1%
Northern Trust
135
Northern Trust
Illinois
$757K -$133K -2,330 -15%
EAM
136
Evanson Asset Management
California
$750K – – –
Kovitz Investment Group Partners
137
Kovitz Investment Group Partners
Illinois
$745K +$149K +2,610 +25%
CL
138
CPWM LLC
Washington
$730K +$283K +4,955 +63%
KF
139
Krilogy Financial
Missouri
$713K +$57.7K +1,009 +9%
TWM
140
Tolleson Wealth Management
Texas
$707K – – –
PPCM
141
Pillar Pacific Capital Management
California
$704K -$26.7K -466 -4%
WA
142
Wealth Alliance
New York
$704K +$31.2K +546 +5%
AAM
143
Autus Asset Management
Arizona
$702K +$55.5K +971 +9%
PAG
144
Pinnacle Advisory Group
Maryland
$689K -$640K -11,190 -48%
CB
145
Community Bank
New York
$682K -$20K -350 -3%
ISL
146
Ingalls & Snyder LLC
New York
$682K – – –
HIM
147
Harbour Investment Management
Washington
$682K +$14.3K +250 +2%
CFGS
148
Concourse Financial Group Securities
Alabama
$680K +$13.6K +237 +2%
PWAC
149
Private Wealth Advisors (California)
California
$675K +$21.6K +378 +3%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$673K -$478K -8,364 -42%
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