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Vanguard Financials ETF
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Overview Fund Activity

357 hedge funds and large institutions have $4.49B invested in Vanguard Financials ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
–
Holders Change %
0%
% of All Funds
8.18%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.46%
New
37
Increased
145
Reduced
89
Closed
35
Calls
$6.99M
Puts
$1.39M
Net Calls
+$5.6M
Net Calls Change
+$4.51M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.12B
2
GI
2
Glovista Investments
New Jersey
$30.3M
3
CM
3
Churchill Management
California
$213M
4
Wells Fargo
4
Wells Fargo
California
$107M
5
UBS Group
5
UBS Group
Switzerland
$198M

Top Sellers

1
FCFS
1
First Command Financial Services
Texas
$0
2
FCAS
2
First Command Advisory Services
Texas
$0
3
Ameriprise
3
Ameriprise
Minnesota
$76M
4
Bessemer Group
4
Bessemer Group
New Jersey
$14K
5
MIH
5
Madison Investment Holdings
Wisconsin
$9.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
201
Partnervest Advisory Services
California
$455K +$455K +6,750 New
CG
202
Colony Group
Massachusetts
$452K – – –
CAG
203
Csenge Advisory Group
Florida
$451K +$2.36K +35 +0.5%
LFS
204
Legacy Financial Strategies
Kansas
$443K +$13.3K +197 +3%
DADC
205
D.A. Davidson & Co
Montana
$431K +$41.2K +611 +11%
Prudential Financial
206
Prudential Financial
New Jersey
$430K -$112K -1,668 -21%
CA
207
Capital Advantage
California
$414K – – –
NWM
208
Northwest Wealth Management
Iowa
$411K +$3.37K +50 +0.8%
SCA
209
Spearhead Capital Advisors
Florida
$409K +$61.6K +914 +18%
CG
210
Caprock Group
Idaho
$408K +$85.1K +1,255 +26%
FAIM
211
Financial Advocates Investment Management
Washington
$403K +$89.6K +1,322 +29%
CWM
212
Confluence Wealth Management
Oregon
$395K – – –
Chevy Chase Trust
213
Chevy Chase Trust
Maryland
$388K +$388K +5,749 New
IA
214
IFG Advisory
Georgia
$386K +$111K +1,651 +40%
BRWA
215
B. Riley Wealth Advisors
Florida
$372K -$662K -9,787 -64%
VIM
216
Vista Investment Management
Pennsylvania
$359K – – –
ASN
217
Advisory Services Network
Georgia
$357K -$7.1K -100 -2%
FWM
218
Frontier Wealth Management
Missouri
$353K +$353K +5,229 New
LWA
219
Lenox Wealth Advisors
New York
$352K -$256K -3,793 -42%
GWM
220
Geneos Wealth Management
Colorado
$350K -$20.2K -300 -5%
KM
221
Kalos Management
Georgia
$345K +$345K +4,978 New
WPC
222
Waters Parkerson & Co
Louisiana
$344K – – –
Millennium Management
223
Millennium Management
New York
$344K +$344K +5,104 New
SB
224
Simmons Bank
Arkansas
$343K -$1.69K -25 -0.5%
IAMOG
225
Investors Asset Management of Georgia
Georgia
$337K – – –
7 8
9
10 11