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Vanguard Financials ETF
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Overview Fund Activity

378 hedge funds and large institutions have $3.36B invested in Vanguard Financials ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
8.44%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.33%
New
72
Increased
103
Reduced
135
Closed
62
Calls
$2.03M
Puts
$1.49M
Net Calls
+$540K
Net Calls Change
-$2.53M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$19.5M
2
NFC
Northeast Financial Consultants
Connecticut
+$9.23M
3
CS
Credit Suisse
Switzerland
+$6.07M
4
WCP
Welch Capital Partners
New York
+$5.59M
5
EGA
Eagle Global Advisors
Texas
+$5.56M

Top Sellers

1
CM
Churchill Management
California
-$233M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$168M
3
Bank of America
Bank of America
North Carolina
-$118M
4
Ameriprise
Ameriprise
Minnesota
-$41.2M
5
SEIA
Signature Estate & Investment Advisors
California
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
201
Colony Group
Massachusetts
$397K – – –
PCA
202
Personal Capital Advisors
California
$397K +$397K +6,683 New
GLA
203
Good Life Advisors
Pennsylvania
$396K -$125K -2,101 -24%
FAIM
204
Financial Advocates Investment Management
Washington
$396K -$88.7K -1,491 -18%
MHS
205
M Holdings Securities
Oregon
$380K -$10.4K -175 -3%
TC
206
TownSquare Capital
Utah
$375K +$375K +5,732 New
FT
207
Fiduciary Trust
Massachusetts
$370K +$370K +6,225 New
BFEC
208
Benjamin F. Edwards & Company
Missouri
$368K +$80.3K +1,354 +28%
MFG
209
Merit Financial Group
Georgia
$366K -$2.37K -40 -0.6%
BCM
210
Boltwood Capital Management
California
$361K +$361K +6,095 New
FWM
211
Frontier Wealth Management
Missouri
$358K -$121K -2,031 -25%
CHA
212
Carmichael Hill & Associates
Maryland
$357K +$115K +1,942 +48%
AWM
213
AE Wealth Management
Kansas
$353K -$1.53M -25,811 -81%
SS
214
Simplicity Solutions
Minnesota
$353K -$1.23M -20,697 -78%
VIM
215
Vista Investment Management
Pennsylvania
$350K -$31.9K -536 -8%
CWM
216
Confluence Wealth Management
Oregon
$348K – – –
B
217
Bailard
California
$345K +$345K +5,805 New
IFWM
218
Institute for Wealth Management
Colorado
$344K -$772K -13,010 -69%
CA
219
Capital Advantage
California
$339K +$119 +2 +0%
WMA
220
Wealth Management Associates
New Jersey
$337K +$337K +5,684 New
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$337K -$42.7K -719 -11%
MAFM
222
Mid Atlantic Financial Management
Pennsylvania
$327K +$327K +5,513 New
AIM
223
AMI Investment Management
Indiana
$326K +$326K +5,500 New
PPP
224
Private Portfolio Partners
New Jersey
$320K +$320K +5,386 New
WPC
225
Waters Parkerson & Co
Louisiana
$312K +$9.09K +153 +3%
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9
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