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Vanguard Financials ETF
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Overview Fund Activity

260 hedge funds and large institutions have $2.52B invested in Vanguard Financials ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
6.49%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
40
Increased
95
Reduced
73
Closed
20
Calls
$7.51M
Puts
$676K
Net Calls
+$6.84M
Net Calls Change
+$6.9M

Top Buyers

1
QIM
1
Quantitative Investment Management
Virginia
$17.2M
2
APP
2
Avantax Planning Partners
Iowa
$47.4M
3
DOA
3
D'Orazio & Associates
Virginia
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$76.1M
5
Ameriprise
5
Ameriprise
Minnesota
$46.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$798M
2
Citigroup
2
Citigroup
New York
$24.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
AE Wealth Management
Kansas
$477K +$252K +4,031 +112%
MCWS
152
McKinley Carter Wealth Services
West Virginia
$462K -$11.7K -187 -2%
US Bancorp
153
US Bancorp
Minnesota
$461K -$52.6K -840 -10%
CWM
154
Confluence Wealth Management
Oregon
$452K – – –
GLRA
155
Gerald L. Ray & Associates
Texas
$450K – – –
SWP
156
Stratos Wealth Partners
Ohio
$445K +$114K +1,825 +35%
TH
157
Timber Hill
Connecticut
$444K -$304K -4,860 -41%
FHC
158
First Heartland Consultants
Missouri
$442K -$7.83K -125 -2%
DWM
159
Doyle Wealth Management
Florida
$433K -$1.13K -18 -0.3%
ACI
160
Alpha Cubed Investments
California
$376K +$15.6K +250 +4%
CCM
161
Consolidated Capital Management
California
$365K +$8K +128 +2%
NWM
162
Northwest Wealth Management
Iowa
$362K – – –
CC
163
Callan Capital
California
$351K +$65.2K +1,042 +23%
Citadel Advisors
164
Citadel Advisors
Florida
$349K +$349K +5,578 New
CWM
165
Cornerstone Wealth Management
Missouri
$348K +$16.9K +270 +5%
WPC
166
Waters Parkerson & Co
Louisiana
$338K – – –
DADC
167
D.A. Davidson & Co
Montana
$328K -$2.19M -35,029 -87%
CFB
168
Cullen/Frost Bankers
Texas
$294K – – –
BFO
169
Boston Family Office
Massachusetts
$291K +$1.56K +25 +0.5%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$286K – – –
WA
171
WP Advisors
California
$281K -$30.3K -484 -10%
NEPWA
172
New England Private Wealth Advisors
Massachusetts
$279K – – –
EVM
173
Eaton Vance Management
Massachusetts
$276K – – –
CG
174
Caprock Group
Idaho
$270K +$17.9K +285 +7%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$268K -$24.1K -385 -8%
5 6
7
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