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Vanguard Financials ETF
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Overview Fund Activity

243 hedge funds and large institutions have $2.61B invested in Vanguard Financials ETF in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+27
Holders Change %
+12.5%
% of All Funds
6.06%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
54
Increased
99
Reduced
54
Closed
24
Calls
$919K
Puts
$980K
Net Calls
-$61K
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$125M
2
APP
Avantax Planning Partners
Iowa
+$31.3M
3
Citigroup
Citigroup
New York
+$24.2M
4
UBS Group
UBS Group
Switzerland
+$17.2M
5
Wells Fargo
Wells Fargo
California
+$12.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$4.92M
3
RIG
Roosevelt Investment Group
New York
-$4.66M
4
PL
Polianta Ltd
Jersey
-$2.99M
5
RW
Rand Wealth
Maryland
-$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
176
Caprock Group
Idaho
$243K +$243K +4,020 New
FSA
177
Franklin Street Advisors
North Carolina
$243K +$243K +4,026 New
RJA
178
Robshaw & Julian Associates
New York
$236K -$77.9K -1,290 -25%
Mirae Asset Global Investments
179
Mirae Asset Global Investments
South Korea
$230K +$230K +3,800 New
SB
180
Simmons Bank
Arkansas
$226K +$226K +3,740 New
BBA
181
BLB&B Advisors
Pennsylvania
$221K -$3.02K -50 -1%
LWM
182
LBA Wealth Management
Florida
$220K -$6.04K -100 -3%
CAM
183
Cypress Asset Management
Texas
$218K – – –
GC
184
Garde Capital
Washington
$217K -$30.2K -500 -12%
CI
185
Cavalier Investments
Georgia
$217K +$217K +3,588 New
AWM
186
AE Wealth Management
Kansas
$217K +$217K +3,595 New
CFA
187
CT Financial Advisors
Pennsylvania
$209K +$60.5K +1,001 +41%
OWD
188
Osborn Williams & Donohoe
Ohio
$208K -$57.4K -950 -22%
HA
189
Harfst & Associates
Wyoming
$205K +$205K +3,400 New
WT
190
Whittier Trust
California
$158K – – –
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$157K +$181 +3 +0.1%
CG
192
Cutler Group
California
$148K -$403K -6,680 -73%
HNB
193
Huntington National Bank
Ohio
$118K -$116K – –
WA
194
WFG Advisors
Texas
$106K +$24.8K +410 +31%
RWA
195
Ropes Wealth Advisors
Massachusetts
$95K – – –
BFEC
196
Benjamin F. Edwards & Company
Missouri
$94K -$3.8K -63 -4%
PA
197
Parallel Advisors
California
$93K – – –
RFA
198
Reilly Financial Advisors
California
$92K +$13.5K +223 +17%
IA
199
IndexIQ Advisors
New York
$91K -$114K -1,871 -56%
MIFH
200
Migdal Insurance & Financial Holdings
Israel
$85K +$85K +1,400 New
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