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Vanguard Financials ETF

442 hedge funds and large institutions have $4.23B invested in Vanguard Financials ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 123 increasing their positions, 142 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+69
Holders Change %
+18.5%
% of All Funds
7.84%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.3%
New
100
Increased
123
Reduced
142
Closed
24
Calls
$2M
Puts
$634K
Net Calls
+$1.36M
Net Calls Change
+$548K
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
151
Tolleson Wealth Management
Texas
$900K
LFF
152
Level Four Financial
Texas
$888K +$888K +12,190 New
ISL
153
Ingalls & Snyder LLC
New York
$869K
SWA
154
Stratos Wealth Advisors
Ohio
$861K +$45.1K +620 +6%
LWM
155
Laidlaw Wealth Management
New York
$849K +$96.4K +1,323 +13%
CFGS
156
Concourse Financial Group Securities
Alabama
$846K -$33.7K -462 -4%
QWM
157
Quaker Wealth Management
New Jersey
$841K +$120K +1,641 +17%
EFS
158
Essex Financial Services
Connecticut
$835K -$1.38K -19 -0.2%
TF
159
TIAA FSB
Florida
$826K +$826K +11,339 New
SIAG
160
Safeguard Investment Advisory Group
California
$821K +$821K +11,277 New
CG
161
Colony Group
Massachusetts
$814K -$21.7K -298 -3%
CIBC World Market
162
CIBC World Market
Ontario, Canada
$804K +$160K +2,195 +25%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$803K -$1.46K -20 -0.2%
PWM
164
Praetorian Wealth Management
California
$801K +$51K +700 +7%
AAM
165
Autus Asset Management
Arizona
$799K -$14.3K -196 -2%
PAG
166
Pinnacle Advisory Group
Maryland
$789K -$38K -522 -5%
CB
167
Community Bank
New York
$773K -$21.8K -300 -3%
TCWA
168
Ten Capital Wealth Advisors
Washington
$766K +$137K +1,884 +22%
DWM
169
Doyle Wealth Management
Florida
$744K -$26K -357 -3%
LWM
170
Liberty Wealth Management
California
$725K -$4K -55 -0.5%
EH
171
Equitable Holdings
New York
$717K +$146 +2 +0%
RSWM
172
Robertson Stephens Wealth Management
California
$713K
DBT
173
Dubuque Bank & Trust
Iowa
$711K -$298K -4,094 -30%
OWA
174
Octavia Wealth Advisors
Ohio
$704K +$704K +9,668 New
RWM
175
RBA Wealth Management
California
$702K +$20.2K +277 +3%