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Vanguard Financials ETF
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Overview Fund Activity

373 hedge funds and large institutions have $3.23B invested in Vanguard Financials ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+15
Holders Change %
+4.19%
% of All Funds
7.55%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
49
Increased
119
Reduced
125
Closed
30
Calls
$1.31M
Puts
$492K
Net Calls
+$816K
Net Calls Change
+$256K

Top Buyers

1
AA
ALPS Advisors
Colorado
$13M
2
MIS
Morningstar Investment Services
Illinois
$42.7M
3
BFG
Bouchey Financial Group
New York
$6.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.7M
5
TRCT
Tower Research Capital (TRC)
New York
$5.21M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$384M
3
Ameriprise
Ameriprise
Minnesota
$63.1M
4
KIM
Karpus Investment Management
New York
$0
5
Wells Fargo
Wells Fargo
California
$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
126
Anderson Hoagland & Co
Missouri
$891K – – –
Mariner
127
Mariner
Kansas
$878K -$406K -6,945 -32%
PP
128
Prudential plc
United Kingdom
$878K +$878K +15,000 New
BEAM
129
Baker Ellis Asset Management
Washington
$859K -$134K -2,290 -13%
NA
130
NewEdge Advisors
Louisiana
$841K -$297K -5,077 -26%
RG
131
Rikoon Group
New Mexico
$828K – – –
BOM
132
Bank of Marin
California
$824K +$616K +10,525 +296%
DI
133
DAGCO Inc
Ohio
$822K -$145K -2,471 -15%
DBT
134
Dubuque Bank & Trust
Iowa
$811K -$104K -1,783 -11%
CCM
135
Condor Capital Management
New Jersey
$791K -$5.85K -100 -0.7%
FWM
136
Focused Wealth Management
New York
$788K -$69.2K -1,183 -8%
CCM
137
Consolidated Capital Management
California
$780K -$10.6K -181 -1%
PPCM
138
Pillar Pacific Capital Management
California
$769K +$48.6K +830 +7%
EAM
139
Evanson Asset Management
California
$767K – – –
Kovitz Investment Group Partners
140
Kovitz Investment Group Partners
Illinois
$755K -$6.55K -112 -0.9%
HIM
141
Harbour Investment Management
Washington
$754K +$56.2K +960 +8%
CL
142
CPWM LLC
Washington
$747K – – –
WA
143
Wealth Alliance
New York
$744K +$24K +410 +3%
TWM
144
Tolleson Wealth Management
Texas
$723K – – –
VFA
145
Voya Financial Advisors
Connecticut
$714K -$615K -10,646 -46%
UCFA
146
United Capital Financial Advisors
Texas
$714K -$154K -2,636 -18%
KAS
147
Kestra Advisory Services
Texas
$713K +$713K +20,488 New
KF
148
Krilogy Financial
Missouri
$709K -$19.6K -336 -3%
CFGS
149
Concourse Financial Group Securities
Alabama
$706K +$10.9K +186 +2%
PWAC
150
Private Wealth Advisors (California)
California
$703K +$12.1K +207 +2%
4 5
6
7 8