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Vanguard Financials ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.1B invested in Vanguard Financials ETF in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 150 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-57
Holders Change %
-14.14%
% of All Funds
7.64%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.24%
New
42
Increased
91
Reduced
150
Closed
96
Calls
$989K
Puts
$738K
Net Calls
+$251K
Net Calls Change
-$399K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.46B
2
M&T Bank
2
M&T Bank
New York
$30.5M
3
UBS Group
3
UBS Group
Switzerland
$106M
4
KIA
4
KCM Investment Advisors
California
$13.8M
5
EC
5
Estate Counselors
Wisconsin
$8.07M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Ameriprise
2
Ameriprise
Minnesota
$105M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$82.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$168M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
151
Atria Investments
North Carolina
$566K -$649K -12,796 -53%
HFRG
152
Houlihan Financial Resource Group
Virginia
$556K +$152 +3 +0%
NWS
153
Newport Wealth Strategies
California
$555K -$345K -6,272 -38%
Kovitz Investment Group Partners
154
Kovitz Investment Group Partners
Illinois
$528K +$528K +10,416 New
SCM
155
Spreng Capital Management
Ohio
$509K -$19K -375 -4%
DADC
156
D.A. Davidson & Co
Montana
$509K +$15.6K +307 +3%
DWM
157
Doyle Wealth Management
Florida
$496K +$4.61K +91 +0.9%
SCA
158
Spearhead Capital Advisors
Florida
$490K -$84.2K -1,659 -15%
LWM
159
Liberty Wealth Management
California
$490K -$5.78K -114 -1%
GI
160
GAMCO Investors
Connecticut
$480K -$467K -9,195 -49%
CA
161
Cetera Advisors
Colorado
$476K -$20.6K -407 -4%
CG
162
Caprock Group
Idaho
$471K +$297K +5,849 +170%
BOPW
163
Brandywine Oak Private Wealth
Pennsylvania
$465K -$2.57M -39,336 -85%
TC
164
TAP Consulting
Missouri
$456K +$120K +2,364 +36%
William Blair & Company
165
William Blair & Company
Illinois
$445K -$581K -11,458 -57%
SWP
166
Stratos Wealth Partners
Ohio
$438K +$64.5K +1,271 +17%
RWM
167
RBA Wealth Management
California
$437K +$437K +8,607 New
MPCG
168
Matrix Private Capital Group
New York
$435K -$671K -13,231 -61%
IFWM
169
Institute for Wealth Management
Colorado
$433K -$228K -4,491 -34%
AIM
170
AMI Investment Management
Indiana
$432K – – –
GFP
171
Gryphon Financial Partners
Ohio
$426K – – –
Lido Advisors
172
Lido Advisors
California
$424K +$28.4K +560 +7%
Comerica Bank
173
Comerica Bank
Texas
$417K -$6.85K -130 -2%
TPCW
174
TD Private Client Wealth
New York
$414K -$36.9K -727 -8%
CAMG
175
CWA Asset Management Group
Florida
$406K +$406K +8,003 New
5 6
7
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