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Vanguard Financials ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.1B invested in Vanguard Financials ETF in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 150 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-57
Holders Change %
-14.14%
% of All Funds
7.64%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.24%
New
42
Increased
91
Reduced
150
Closed
96
Calls
$989K
Puts
$738K
Net Calls
+$251K
Net Calls Change
-$399K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.46B
2
M&T Bank
2
M&T Bank
New York
$30.5M
3
UBS Group
3
UBS Group
Switzerland
$106M
4
KIA
4
KCM Investment Advisors
California
$13.8M
5
EC
5
Estate Counselors
Wisconsin
$8.07M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$314M
2
Ameriprise
2
Ameriprise
Minnesota
$105M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$82.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$168M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
176
CPWM LLC
Washington
$396K +$12.5K +247 +3%
CAN
177
Cetera Advisor Networks
California
$389K -$160K -3,147 -29%
MM
178
Main Management
California
$386K – – –
Neuberger Berman Group
179
Neuberger Berman Group
New York
$382K +$382K +7,522 New
MFW
180
Meristem Family Wealth
Minnesota
$377K – – –
WMA
181
Wealth Management Associates
New Jersey
$375K +$46.2K +910 +14%
CCA
182
Clearwater Capital Advisors
Illinois
$374K -$74.3K -1,466 -17%
WIA
183
Wealthstreet Investment Advisors
Texas
$372K – – –
ECM
184
Evergreen Capital Management
Washington
$371K +$51 +1 +0%
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$361K -$15.7K -309 -4%
LWM
186
Laidlaw Wealth Management
New York
$360K -$400K -7,883 -53%
TCA
187
Transcend Capital Advisors
New Jersey
$347K -$167K -3,290 -32%
EW
188
Evoke Wealth
California
$344K +$344K +6,779 New
WP
189
WealthSource Partners
California
$337K -$576K -11,340 -63%
IA
190
IFG Advisory
Georgia
$330K +$152 +3 +0%
VDFA
191
Vickerman & Driscoll Financial Advisors
Washington
$328K -$110K -2,172 -25%
CWM
192
Cornerstone Wealth Management
Missouri
$328K -$19K -375 -5%
FBC
193
Fairfield, Bush & Co
Connecticut
$318K -$7.62K -150 -2%
LNB
194
Ledyard National Bank
$309K -$13.3K -263 -4%
IA
195
IndexIQ Advisors
New York
$292K -$124K -2,451 -30%
WPW
196
Waldron Private Wealth
Pennsylvania
$286K +$286K +5,655 New
CF
197
Centaurus Financial
California
$285K -$273K -5,383 -49%
WA
198
WP Advisors
California
$285K +$94.1K +1,853 +49%
FANJ
199
Financial Architects (New Jersey)
New Jersey
$282K -$8.36K -165 -3%
IWC
200
Integrated Wealth Concepts
Massachusetts
$280K -$88.4K -1,740 -24%
6 7
8
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