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Vanguard Financials ETF
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Overview Fund Activity

358 hedge funds and large institutions have $3.48B invested in Vanguard Financials ETF in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+12
Holders Change %
+3.47%
% of All Funds
7.36%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
57
Increased
83
Reduced
151
Closed
39
Calls
$1.32M
Puts
$762K
Net Calls
+$560K
Net Calls Change
+$309K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$496M
2
MIM
Morningstar Investment Management
Illinois
$35.4M
3
MIS
Morningstar Investment Services
Illinois
$30.3M
4
KIM
Karpus Investment Management
New York
$12.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.52B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$144M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.8M
4
KIA
KCM Investment Advisors
California
$7.8M
5
CS
Credit Suisse
Switzerland
$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
151
Colony Group
Massachusetts
$656K -$45.7K -800 -7%
AWM
152
AE Wealth Management
Kansas
$651K -$4.17M -72,817 -86%
DOA
153
D'Orazio & Associates
Virginia
$642K -$95.9K -1,678 -13%
SWA
154
Stratos Wealth Advisors
Ohio
$640K -$6.41K -112 -1%
IFWM
155
Institute for Wealth Management
Colorado
$632K +$144K +2,527 +30%
EFS
156
Essex Financial Services
Connecticut
$577K +$577K +10,080 New
WWM
157
Western Wealth Management
Colorado
$572K -$167K -2,916 -23%
US Bancorp
158
US Bancorp
Minnesota
$571K -$339K -5,921 -37%
SPIA
159
Steward Partners Investment Advisory
New York
$567K -$118K -2,065 -17%
SCM
160
Spreng Capital Management
Ohio
$565K -$8.58K -150 -1%
BOPW
161
Brandywine Oak Private Wealth
Pennsylvania
$559K +$152K +2,663 +37%
LWM
162
Liberty Wealth Management
California
$548K -$4.75K -83 -0.9%
BRWA
163
B. Riley Wealth Advisors
Florida
$545K -$789K -13,764 -59%
ACM
164
Advisors Capital Management
New Jersey
$529K +$237K +4,148 +81%
TPCW
165
TD Private Client Wealth
New York
$515K +$48.5K +847 +10%
RWM
166
RBA Wealth Management
California
$512K +$19.3K +338 +4%
DADC
167
D.A. Davidson & Co
Montana
$492K -$82.5K -1,443 -14%
DWM
168
Doyle Wealth Management
Florida
$491K -$69K -1,206 -12%
AIM
169
AMI Investment Management
Indiana
$488K – – –
GFP
170
Gryphon Financial Partners
Ohio
$480K – – –
Neuberger Berman Group
171
Neuberger Berman Group
New York
$480K +$49.8K +870 +12%
TC
172
TAP Consulting
Missouri
$471K -$43.2K -756 -8%
NWS
173
Newport Wealth Strategies
California
$466K -$112K -1,958 -19%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$465K +$58.1K +1,016 +14%
Lido Advisors
175
Lido Advisors
California
$464K -$14.8K -258 -3%
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