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Vanguard Financials ETF
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Overview Fund Activity

260 hedge funds and large institutions have $2.52B invested in Vanguard Financials ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 20 closing their positions.

Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
6.49%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
40
Increased
95
Reduced
73
Closed
20
Calls
$7.51M
Puts
$676K
Net Calls
+$6.84M
Net Calls Change
+$6.9M

Top Buyers

1
QIM
1
Quantitative Investment Management
Virginia
$17.2M
2
APP
2
Avantax Planning Partners
Iowa
$47.4M
3
DOA
3
D'Orazio & Associates
Virginia
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$76.1M
5
Ameriprise
5
Ameriprise
Minnesota
$46.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$798M
2
Citigroup
2
Citigroup
New York
$24.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$331M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$798M 12,756,018 -3,468,048 -21%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$331M 5,286,542 -184,005 -3%
Morgan Stanley
3
Morgan Stanley
New York
$191M 3,056,126 +6,772 +0.2%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$170M 2,724,812 +72,932 +3%
UBS Group
5
UBS Group
Switzerland
$157M 2,506,799 +120,950 +5%
Wells Fargo
6
Wells Fargo
California
$76.1M 1,216,226 +185,636 +18%
M&T Bank
7
M&T Bank
New York
$70.3M 1,124,246 -152,829 -12%
APP
8
Avantax Planning Partners
Iowa
$47.4M 758,400 +225,953 +42%
Ameriprise
9
Ameriprise
Minnesota
$46.9M 749,883 +177,264 +31%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$45.5M 727,864 -16,666 -2%
SEIA
11
Signature Estate & Investment Advisors
California
$35.2M 563,064 +25,223 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$29.9M 478,539 -25,723 -5%
Citigroup
13
Citigroup
New York
$24.9M 397,784 -322,139 -45%
LPL Financial
14
LPL Financial
California
$24.6M 393,615 +35,093 +10%
RW
15
Rand Wealth
Maryland
$19.3M 307,927 -1,895 -0.6%
QIM
16
Quantitative Investment Management
Virginia
$17.2M 274,400 +274,400 New
DOA
17
D'Orazio & Associates
Virginia
$14.1M 226,197 +192,014 +562%
TCOO
18
Trust Company of Oklahoma
Oklahoma
$14.1M 226,014 +6,113 +3%
FAAS
19
First Allied Advisory Services
California
$13.5M 215,160 +5,834 +3%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$12.4M 198,036 -11,891 -6%
RJA
21
Raymond James & Associates
Florida
$12.2M 195,430 +37,392 +24%
WA
22
WBH Advisory
Maryland
$12.1M 193,732 -1,063 -0.5%
JIC
23
Johnson Investment Counsel
Ohio
$11.5M 183,376 -2,909 -2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$11.4M 181,832 -250,788 -58%
MIH
25
Madison Investment Holdings
Wisconsin
$10.8M 173,214 +173,214 New
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