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Vanguard Financials ETF
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Overview Fund Activity

373 hedge funds and large institutions have $3.23B invested in Vanguard Financials ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+15
Holders Change %
+4.19%
% of All Funds
7.55%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
49
Increased
119
Reduced
125
Closed
30
Calls
$1.31M
Puts
$492K
Net Calls
+$816K
Net Calls Change
+$256K

Top Buyers

1
AA
ALPS Advisors
Colorado
$13M
2
MIS
Morningstar Investment Services
Illinois
$42.7M
3
BFG
Bouchey Financial Group
New York
$6.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.7M
5
TRCT
Tower Research Capital (TRC)
New York
$5.21M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$384M
3
Ameriprise
Ameriprise
Minnesota
$63.1M
4
KIM
Karpus Investment Management
New York
$0
5
Wells Fargo
Wells Fargo
California
$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
151
Ingalls & Snyder LLC
New York
$698K – – –
Northern Trust
152
Northern Trust
Illinois
$690K -$84.5K -1,444 -11%
EFS
153
Essex Financial Services
Connecticut
$672K +$82.2K +1,405 +14%
CG
154
Colony Group
Massachusetts
$671K – – –
PAG
155
Pinnacle Advisory Group
Maryland
$664K -$40.5K -692 -6%
SWA
156
Stratos Wealth Advisors
Ohio
$656K +$761 +13 +0.1%
AAM
157
Autus Asset Management
Arizona
$654K -$65K -1,110 -9%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$646K +$155K +2,657 +32%
CB
159
Community Bank
New York
$638K -$58.5K -1,000 -8%
ACM
160
Advisors Capital Management
New Jersey
$632K +$90.9K +1,552 +17%
DWM
161
Doyle Wealth Management
Florida
$618K +$117K +1,995 +23%
LWM
162
Laidlaw Wealth Management
New York
$604K +$173K +2,957 +40%
PWM
163
Praetorian Wealth Management
California
$602K +$353K +6,045 +142%
BRWA
164
B. Riley Wealth Advisors
Florida
$593K +$38.4K +659 +7%
HFRG
165
Houlihan Financial Resource Group
Virginia
$592K +$592K +8,875 New
LWM
166
Liberty Wealth Management
California
$586K +$26.1K +446 +5%
SPIA
167
Steward Partners Investment Advisory
New York
$584K +$3.75K +64 +0.6%
QWM
168
Quaker Wealth Management
New Jersey
$579K +$579K +9,901 New
SCM
169
Spreng Capital Management
Ohio
$578K – – –
EH
170
Equitable Holdings
New York
$576K -$279K -4,775 -33%
RSWM
171
Robertson Stephens Wealth Management
California
$572K +$572K +9,792 New
TPCW
172
TD Private Client Wealth
New York
$560K +$33.6K +575 +6%
WWM
173
Western Wealth Management
Colorado
$560K -$25.3K -433 -4%
IFWM
174
Institute for Wealth Management
Colorado
$555K -$92.4K -1,578 -14%
AWM
175
AE Wealth Management
Kansas
$549K -$117K -2,002 -18%
5 6
7
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