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Vanguard Financials ETF
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Overview Fund Activity

243 hedge funds and large institutions have $2.61B invested in Vanguard Financials ETF in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+27
Holders Change %
+12.5%
% of All Funds
6.06%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
54
Increased
99
Reduced
54
Closed
24
Calls
$919K
Puts
$980K
Net Calls
-$61K
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$125M
2
APP
Avantax Planning Partners
Iowa
+$31.3M
3
Citigroup
Citigroup
New York
+$24.2M
4
UBS Group
UBS Group
Switzerland
+$17.2M
5
Wells Fargo
Wells Fargo
California
+$12.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$4.92M
3
RIG
Roosevelt Investment Group
New York
-$4.66M
4
PL
Polianta Ltd
Jersey
-$2.99M
5
RW
Rand Wealth
Maryland
-$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$981M +$125M +2,063,603 +15%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$331M -$27.7M -458,282 -8%
Morgan Stanley
3
Morgan Stanley
New York
$184M +$11.4M +189,127 +7%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$160M +$6.89M +113,985 +4%
UBS Group
5
UBS Group
Switzerland
$144M +$17.2M +284,506 +14%
M&T Bank
6
M&T Bank
New York
$77.2M +$310K +5,121 +0.4%
Wells Fargo
7
Wells Fargo
California
$62.3M +$12.4M +205,832 +25%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$45M +$9.26M +153,188 +26%
Citigroup
9
Citigroup
New York
$43.5M +$24.2M +399,376 +125%
Ameriprise
10
Ameriprise
Minnesota
$34.6M +$8.48M +140,343 +32%
SEIA
11
Signature Estate & Investment Advisors
California
$32.5M +$1.11M +18,437 +4%
APP
12
Avantax Planning Partners
Iowa
$32.2M +$31.3M +517,613 +3,489%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$30.5M +$6.28M +103,775 +26%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$26.2M +$855K +14,140 +3%
LPL Financial
15
LPL Financial
California
$21.6M +$6.14M +101,952 +40%
RW
16
Rand Wealth
Maryland
$18.7M -$2.65M -43,777 -12%
CS
17
Credit Suisse
Switzerland
$14.3M +$3.53M +58,323 +33%
TCOO
18
Trust Company of Oklahoma
Oklahoma
$13.3M +$55.5K +918 +0.4%
FAAS
19
First Allied Advisory Services
California
$12.7M -$1.62M -26,772 -11%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$12.7M +$1.77M +29,262 +16%
WA
21
WBH Advisory
Maryland
$11.8M +$667K +11,037 +6%
JIC
22
Johnson Investment Counsel
Ohio
$11.3M -$27.3K -452 -0.2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$9.98M +$3.68M +60,935 +58%
RJA
24
Raymond James & Associates
Florida
$9.56M +$567K +9,377 +6%
RIG
25
Roosevelt Investment Group
New York
$9.44M -$4.66M -76,996 -33%
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