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Vanguard Financials ETF
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Overview Fund Activity

373 hedge funds and large institutions have $3.23B invested in Vanguard Financials ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+15
Holders Change %
+4.19%
% of All Funds
7.55%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
49
Increased
119
Reduced
125
Closed
30
Calls
$1.31M
Puts
$492K
Net Calls
+$816K
Net Calls Change
+$256K

Top Buyers

1
AA
ALPS Advisors
Colorado
$13M
2
MIS
Morningstar Investment Services
Illinois
$42.7M
3
BFG
Bouchey Financial Group
New York
$6.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.7M
5
TRCT
Tower Research Capital (TRC)
New York
$5.21M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$384M
3
Ameriprise
Ameriprise
Minnesota
$63.1M
4
KIM
Karpus Investment Management
New York
$0
5
Wells Fargo
Wells Fargo
California
$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
176
RBA Wealth Management
California
$548K +$24.6K +421 +5%
BOPW
177
Brandywine Oak Private Wealth
Pennsylvania
$541K -$29.7K -509 -5%
CIBC World Market
178
CIBC World Market
Ontario, Canada
$517K +$55.3K +946 +12%
DADC
179
D.A. Davidson & Co
Montana
$510K +$6.44K +110 +1%
TCWA
180
Ten Capital Wealth Advisors
Washington
$505K +$505K +8,635 New
DOA
181
D'Orazio & Associates
Virginia
$501K -$157K -2,674 -24%
AIM
182
AMI Investment Management
Indiana
$499K – – –
MPCG
183
Matrix Private Capital Group
New York
$494K +$26.1K +446 +6%
GFP
184
Gryphon Financial Partners
Ohio
$491K – – –
WMA
185
Wealth Management Associates
New Jersey
$490K +$62.3K +1,065 +15%
NWS
186
Newport Wealth Strategies
California
$478K – – –
Lido Advisors
187
Lido Advisors
California
$475K +$819 +14 +0.2%
ETC
188
Exchange Traded Concepts
Oklahoma
$474K +$474K +8,105 New
US Bancorp
189
US Bancorp
Minnesota
$466K -$117K -2,000 -20%
JHCP
190
Jackson Hole Capital Partners
Oklahoma
$448K +$448K +7,665 New
CAN
191
Cetera Advisor Networks
California
$441K +$25.9K +443 +6%
BAM
192
Blueshift Asset Management
New Jersey
$441K +$441K +7,541 New
Nomura Asset Management
193
Nomura Asset Management
Japan
$439K +$439K +7,500 New
MFW
194
Meristem Family Wealth
Minnesota
$435K – – –
WIA
195
Wealthstreet Investment Advisors
Texas
$421K -$8.19K -140 -2%
CF
196
Centaurus Financial
California
$421K +$14.2K +242 +3%
EW
197
Evoke Wealth
California
$420K – – –
BUB
198
BBVA USA Bancshares
Texas
$417K -$915 -16 -0.2%
TLP
199
Trinity Legacy Partners
Texas
$408K +$44.3K +722 +12%
AWS
200
AJ Wealth Strategies
New York
$404K +$2.4K +41 +0.6%
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