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Vanguard Financials ETF
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Overview Fund Activity

260 hedge funds and large institutions have $2.52B invested in Vanguard Financials ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
6.49%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
40
Increased
95
Reduced
73
Closed
20
Calls
$7.51M
Puts
$676K
Net Calls
+$6.84M
Net Calls Change
+$6.9M

Top Buyers

1
QIM
1
Quantitative Investment Management
Virginia
$17.2M
2
APP
2
Avantax Planning Partners
Iowa
$47.4M
3
DOA
3
D'Orazio & Associates
Virginia
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$76.1M
5
Ameriprise
5
Ameriprise
Minnesota
$46.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$798M
2
Citigroup
2
Citigroup
New York
$24.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
176
Leavell Investment Management
Alabama
$266K -$1.69K -27 -0.6%
GWM
177
Geneos Wealth Management
Colorado
$264K – – –
NSIM
178
North Star Investment Management
Illinois
$258K – – –
BFA
179
Bragg Financial Advisors
North Carolina
$257K +$257K +4,115 New
IA
180
IndexIQ Advisors
New York
$253K +$159K +2,547 +170%
AWA
181
Arete Wealth Advisors
Illinois
$249K +$249K +3,985 New
RJA
182
Robshaw & Julian Associates
New York
$245K – – –
BWA
183
BDO Wealth Advisors
Florida
$239K +$239K +3,815 New
Mirae Asset Global Investments
184
Mirae Asset Global Investments
South Korea
$238K – – –
CA
185
Capital Advantage
California
$233K -$82.8K -1,322 -26%
AB
186
AT Bancorp
Iowa
$231K +$231K +3,691 New
BBA
187
BLB&B Advisors
Pennsylvania
$229K – – –
FHA
188
Flagship Harbor Advisors
Massachusetts
$228K +$228K +3,626 New
SB
189
Simmons Bank
Arkansas
$226K -$7.82K -125 -3%
CAM
190
Cypress Asset Management
Texas
$225K – – –
GC
191
Garde Capital
Washington
$224K – – –
CI
192
Cavalier Investments
Georgia
$217K – – –
CM
193
Capital Management
Virginia
$216K +$216K +3,449 New
OWD
194
Osborn Williams & Donohoe
Ohio
$215K – – –
Comerica Bank
195
Comerica Bank
Texas
$213K +$213K +3,366 New
SC
196
Scotia Capital
Ontario, Canada
$212K -$56.4K -900 -21%
HA
197
Harfst & Associates
Wyoming
$212K – – –
SEI Investments
198
SEI Investments
Pennsylvania
$207K +$205K +3,291 +12,658%
Betterment LLC
199
Betterment LLC
New York
$203K +$203K +3,244 New
CT
200
Cambridge Trust
Massachusetts
$203K +$203K +3,250 New
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8
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