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Vanguard Financials ETF
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Overview Fund Activity

243 hedge funds and large institutions have $2.61B invested in Vanguard Financials ETF in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+27
Holders Change %
+12.5%
% of All Funds
6.06%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
54
Increased
99
Reduced
54
Closed
24
Calls
$919K
Puts
$980K
Net Calls
-$61K
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$125M
2
APP
Avantax Planning Partners
Iowa
+$31.3M
3
Citigroup
Citigroup
New York
+$24.2M
4
UBS Group
UBS Group
Switzerland
+$17.2M
5
Wells Fargo
Wells Fargo
California
+$12.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$4.92M
3
RIG
Roosevelt Investment Group
New York
-$4.66M
4
PL
Polianta Ltd
Jersey
-$2.99M
5
RW
Rand Wealth
Maryland
-$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
151
Stratos Wealth Partners
Ohio
$320K +$320K +5,286 New
MHS
152
M Holdings Securities
Oregon
$320K +$320K +5,292 New
CWM
153
Cornerstone Wealth Management
Missouri
$314K +$103K +1,732 +49%
CA
154
Capital Advantage
California
$305K – – –
WA
155
WP Advisors
California
$300K +$664 +11 +0.2%
MBT
156
Montecito Bank & Trust
California
$300K +$300K +4,962 New
SCA
157
Snowden Capital Advisors
New York
$294K +$8.04K +133 +3%
IAA
158
Independent Advisor Alliance
North Carolina
$290K +$290K +4,865 New
NPC
159
National Planning Corporation
California
$288K -$5.96K -99 -2%
Mariner
160
Mariner
Kansas
$287K +$60.5K +1,000 +27%
KM
161
Kalos Management
Georgia
$285K +$285K +4,705 New
CFB
162
Cullen/Frost Bankers
Texas
$284K – – –
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$281K +$65.9K +1,095 +31%
FA
164
FDx Advisors
Illinois
$280K +$280K +4,626 New
BFO
165
Boston Family Office
Massachusetts
$280K +$280K +4,630 New
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$276K +$276K +4,568 New
CC
167
Callan Capital
California
$276K +$276K +4,570 New
NG
168
Northstar Group
New York
$269K -$48.1K -800 -15%
NEPWA
169
New England Private Wealth Advisors
Massachusetts
$269K +$269K +4,460 New
EVM
170
Eaton Vance Management
Massachusetts
$267K -$10.8K -179 -4%
SC
171
Scotia Capital
Ontario, Canada
$260K +$260K +4,285 New
FCI
172
Financial Counselors Inc
Kansas
$259K -$5.07K -84 -2%
LIM
173
Leavell Investment Management
Alabama
$259K +$259K +4,277 New
GWM
174
Geneos Wealth Management
Colorado
$255K +$246K +4,080 +2,738%
NSIM
175
North Star Investment Management
Illinois
$250K – – –
5 6
7
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