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Vanguard Financials ETF
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Overview Fund Activity

357 hedge funds and large institutions have $4.89B invested in Vanguard Financials ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+30
Holders Change %
+9.17%
% of All Funds
8.19%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.53%
New
55
Increased
151
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.92M
Net Calls
+$1.09M
Net Calls Change
+$1.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$401M
2
CM
Churchill Management
California
+$205M
3
FCFS
First Command Financial Services
Texas
+$147M
4
FCAS
First Command Advisory Services
Texas
+$147M
5
Bessemer Group
Bessemer Group
New Jersey
+$38.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$25.4M
2
QIM
Quantitative Investment Management
Virginia
-$18.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.3M
4
Jane Street
Jane Street
New York
-$14M
5
BCP
Berkeley Capital Partners
Georgia
-$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CVM
201
Cheviot Value Management
California
$470K +$196K +2,823 +72%
SS
202
Sunbelt Securities
Texas
$467K +$60.7K +873 +15%
CG
203
Colony Group
Massachusetts
$465K -$57K -821 -11%
CAG
204
Csenge Advisory Group
Florida
$462K -$187K -2,692 -29%
LFS
205
Legacy Financial Strategies
Kansas
$442K +$31.5K +454 +8%
CA
206
Capital Advantage
California
$426K +$168K +2,419 +65%
IA
207
IndexIQ Advisors
New York
$424K +$65.5K +943 +18%
NWM
208
Northwest Wealth Management
Iowa
$420K +$17.4K +250 +4%
US Bancorp
209
US Bancorp
Minnesota
$413K -$48.1K -693 -10%
CWM
210
Confluence Wealth Management
Oregon
$407K – – –
DADC
211
D.A. Davidson & Co
Montana
$401K -$28.4K -409 -7%
BFA
212
Bragg Financial Advisors
North Carolina
$388K +$82.7K +1,190 +27%
GWM
213
Geneos Wealth Management
Colorado
$381K – – –
VIM
214
Vista Investment Management
Pennsylvania
$370K – – –
SCA
215
Spearhead Capital Advisors
Florida
$358K +$358K +5,152 New
ASN
216
Advisory Services Network
Georgia
$356K +$314K +4,521 +745%
SB
217
Simmons Bank
Arkansas
$355K -$34.7K -500 -9%
WPC
218
Waters Parkerson & Co
Louisiana
$354K – – –
IAMOG
219
Investors Asset Management of Georgia
Georgia
$347K – – –
CC
220
Courier Capital
New York
$343K – – –
CI
221
Cavalier Investments
Georgia
$339K +$339K +4,877 New
LFAS
222
Level Four Advisory Services
Texas
$339K +$339K +4,886 New
CG
223
Caprock Group
Idaho
$331K +$29K +417 +10%
CFB
224
Cullen/Frost Bankers
Texas
$329K – – –
FIAS
225
FinTrust Investment Advisory Services
South Carolina
$326K – – –
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9
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