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Vanguard Financials ETF
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Overview Fund Activity

403 hedge funds and large institutions have $4.85B invested in Vanguard Financials ETF in 2019 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+46
Holders Change %
+12.89%
% of All Funds
7.96%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.3%
New
86
Increased
127
Reduced
119
Closed
34
Calls
$2.23M
Puts
$1.58M
Net Calls
+$650K
Net Calls Change
-$2.06M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$232M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$556M
3
UIM
3
USS Investment Management
United Kingdom
$48.3M
4
Truist Financial
4
Truist Financial
North Carolina
$34.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$215M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$2.08B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$27.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
151
Institute for Wealth Management
Colorado
$993K -$22.1K -290 -2%
CB
152
Community Bank
New York
$945K -$6.1K -80 -0.6%
TWM
153
Tolleson Wealth Management
Texas
$943K – – –
PPCM
154
Pillar Pacific Capital Management
California
$934K -$17.5K -230 -2%
WA
155
Wealth Alliance
New York
$932K +$932K +12,212 New
PWAC
156
Private Wealth Advisors (California)
California
$908K -$588K -7,717 -39%
AAM
157
Autus Asset Management
Arizona
$900K +$34.7K +455 +4%
ACM
158
Advisors Capital Management
New Jersey
$879K +$40.3K +528 +5%
SCA
159
Spearhead Capital Advisors
Florida
$863K +$3.66K +48 +0.4%
SWA
160
Stratos Wealth Advisors
Ohio
$852K -$981K -12,862 -54%
US Bancorp
161
US Bancorp
Minnesota
$840K +$126K +1,646 +18%
CF
162
Centaurus Financial
California
$839K -$21.1K -277 -2%
CFGS
163
Concourse Financial Group Securities
Alabama
$836K +$624K +8,180 +294%
HFRG
164
Houlihan Financial Resource Group
Virginia
$836K +$836K +10,965 New
HIM
165
Harbour Investment Management
Washington
$829K +$829K +10,870 New
KF
166
Krilogy Financial
Missouri
$827K +$92.5K +1,212 +13%
CAN
167
Cetera Advisor Networks
California
$826K +$16.9K +221 +2%
PFA
168
Paradigm Financial Advisors
Missouri
$820K +$150K +1,968 +22%
SCM
169
Spreng Capital Management
Ohio
$793K +$793K +10,406 New
TCA
170
Transcend Capital Advisors
New Jersey
$773K +$773K +10,132 New
SC
171
Scotia Capital
Ontario, Canada
$766K -$106K -1,385 -12%
BRWA
172
B. Riley Wealth Advisors
Florida
$758K +$46.2K +605 +6%
CA
173
Cetera Advisors
Colorado
$752K -$233K -3,042 -24%
LWM
174
Liberty Wealth Management
California
$745K -$89.1K -1,169 -11%
DADC
175
D.A. Davidson & Co
Montana
$743K +$72.2K +946 +11%
5 6
7
8 9