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Vanguard Financials ETF
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Overview Fund Activity

364 hedge funds and large institutions have $4.34B invested in Vanguard Financials ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-12
Holders Change %
-3.19%
% of All Funds
7.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
33
Increased
117
Reduced
136
Closed
41
Calls
$2.81M
Puts
–
Net Calls
+$2.81M
Net Calls Change
+$4K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$199M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$169M
3
NFC
Northeast Financial Consultants
Connecticut
$19.3M
4
SB
Suntrust Banks
Georgia
$13.5M
5
RJA
Raymond James & Associates
Florida
$26.2M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$6.32M
2
Ameriprise
Ameriprise
Minnesota
$89.1M
3
JPLA
Joseph P. Lucia & Associates
New York
$156K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$278M
5
UBS Group
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
176
Windham Capital Management
Massachusetts
$603K +$190K +2,755 +46%
AIM
177
AMI Investment Management
Indiana
$588K +$51.7K +750 +10%
SPC
178
Sigma Planning Corp
Michigan
$584K -$30.6K -443 -5%
AIM
179
Allen Investment Management
New York
$583K – – –
GFP
180
Gryphon Financial Partners
Ohio
$580K – – –
Barclays
181
Barclays
United Kingdom
$579K -$150K -2,167 -21%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$579K -$33.9K -489 -6%
Chevy Chase Trust
183
Chevy Chase Trust
Maryland
$577K +$35K +507 +6%
DADC
184
D.A. Davidson & Co
Montana
$574K +$65.2K +945 +13%
IA
185
IndexIQ Advisors
New York
$567K +$34.6K +502 +7%
MM
186
Main Management
California
$526K – – –
CL
187
CPWM LLC
Washington
$521K +$414 +6 +0.1%
PBO
188
Peoples Bank (Ohio)
Ohio
$519K -$115K -1,663 -18%
BW
189
Bison Wealth
Georgia
$519K -$10.4K -150 -2%
ECM
190
Evergreen Capital Management
Washington
$518K – – –
AWM
191
AE Wealth Management
Kansas
$516K +$104K +1,509 +25%
MFW
192
Meristem Family Wealth
Minnesota
$514K – – –
WIA
193
Wealthstreet Investment Advisors
Texas
$507K – – –
GC
194
Grace Capital
Massachusetts
$503K +$72.3K +1,047 +17%
LNB
195
Ledyard National Bank
$496K -$6.84K -99 -1%
BFO
196
Boston Family Office
Massachusetts
$492K -$22.2K -321 -4%
CWM
197
CCG Wealth Management
California
$483K -$2.62K -38 -0.5%
GLA
198
Good Life Advisors
Pennsylvania
$472K -$5.12K -74 -1%
CG
199
Colony Group
Massachusetts
$462K – – –
VWM
200
Venturi Wealth Management
Texas
$452K +$452K +6,552 New
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