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Vanguard Financials ETF
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Overview Fund Activity

216 hedge funds and large institutions have $2.32B invested in Vanguard Financials ETF in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+59
Holders Change %
+37.58%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.33%
New
77
Increased
65
Reduced
36
Closed
17
Calls
$2.97M
Puts
$1.12M
Net Calls
+$1.86M
Net Calls Change
+$1.03M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$170M
2
UBS Group
UBS Group
Switzerland
$125M
3
SEIA
Signature Estate & Investment Advisors
California
$30.8M
4
Wells Fargo
Wells Fargo
California
$48.9M
5
Ameriprise
Ameriprise
Minnesota
$25.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$840M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$352M
3
TRCT
Tower Research Capital (TRC)
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FA
FCG Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
151
Financial Counselors Inc
Kansas
$259K +$259K +4,372 New
AI
152
Atria Investments
North Carolina
$255K +$255K +4,303 New
CM
153
Capital Management
Virginia
$251K – – –
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$250K +$92.3K +1,615 +59%
NWM
155
Northwest Wealth Management
Iowa
$249K +$249K +4,196 New
KeyBank National Association
156
KeyBank National Association
Ohio
$246K – – –
NSIM
157
North Star Investment Management
Illinois
$245K – – –
GC
158
Garde Capital
Washington
$243K -$818K -13,768 -77%
LWM
159
LBA Wealth Management
Florida
$222K – – –
Mariner
160
Mariner
Kansas
$222K +$29.7K +501 +15%
BBA
161
BLB&B Advisors
Pennsylvania
$220K +$220K +3,707 New
CAM
162
Cypress Asset Management
Texas
$214K +$214K +3,600 New
CWM
163
Cornerstone Wealth Management
Missouri
$213K +$213K +3,558 New
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$213K +$213K +3,577 New
Bank of New York Mellon
165
Bank of New York Mellon
New York
$201K +$201K +3,383 New
SPC
166
Sigma Planning Corp
Michigan
$201K +$201K +3,385 New
IA
167
IndexIQ Advisors
New York
$200K +$200K +3,371 New
WT
168
Whittier Trust
California
$155K +$17.6K +297 +13%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$154K +$1.84K +31 +1%
CFA
170
CT Financial Advisors
Pennsylvania
$145K +$83.3K +1,403 +134%
AA
171
Ancora Advisors
Ohio
$119K +$119K +2,000 New
HNB
172
Huntington National Bank
Ohio
$116K -$96K – –
BFEC
173
Benjamin F. Edwards & Company
Missouri
$96K +$15.5K +262 +19%
RWA
174
Ropes Wealth Advisors
Massachusetts
$93K – – –
AP
175
Advisors Preferred
Maryland
$92K +$92K +1,557 New
5 6
7
8 9