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Vanguard Financials ETF
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Overview Fund Activity

275 hedge funds and large institutions have $3.6B invested in Vanguard Financials ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 67 reducing their positions, and 16 closing their positions.

Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
6.87%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.4%
New
35
Increased
114
Reduced
67
Closed
16
Calls
$6.62M
Puts
$4.54M
Net Calls
+$2.08M
Net Calls Change
-$4.76M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.63B
2
Ameriprise
2
Ameriprise
Minnesota
$137M
3
Morgan Stanley
3
Morgan Stanley
New York
$212M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$6.41M
5
BCM
5
Brookstone Capital Management
Illinois
$6.06M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$334M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$40.5M
3
QIM
3
Quantitative Investment Management
Virginia
$12.7M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.63B 24,905,211 +12,149,193 +95%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$334M 5,114,801 -171,741 -3%
Morgan Stanley
3
Morgan Stanley
New York
$212M 3,238,488 +182,362 +6%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$182M 2,791,832 +67,020 +2%
UBS Group
5
UBS Group
Switzerland
$169M 2,587,473 +80,674 +3%
Ameriprise
6
Ameriprise
Minnesota
$137M 2,090,358 +1,340,475 +179%
Wells Fargo
7
Wells Fargo
California
$83.1M 1,270,867 +54,641 +4%
M&T Bank
8
M&T Bank
New York
$71.4M 1,092,472 -31,774 -3%
APP
9
Avantax Planning Partners
Iowa
$52.8M 808,161 +49,761 +7%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$40.5M 619,487 -108,377 -15%
SEIA
11
Signature Estate & Investment Advisors
California
$36.3M 555,756 -7,308 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$33M 505,345 +26,806 +6%
Citigroup
13
Citigroup
New York
$27.5M 421,161 +23,377 +6%
LPL Financial
14
LPL Financial
California
$25.5M 389,888 -3,727 -0.9%
SAC
15
Smith Affiliated Capital
New York
– – – –
RW
16
Rand Wealth
Maryland
$20.1M 307,070 -857 -0.3%
DOA
17
D'Orazio & Associates
Virginia
$18M 276,070 +49,873 +22%
MIH
18
Madison Investment Holdings
Wisconsin
$15.7M 240,965 +67,751 +39%
RJA
19
Raymond James & Associates
Florida
$15M 229,116 +33,686 +17%
TCOO
20
Trust Company of Oklahoma
Oklahoma
$14.7M 225,327 -687 -0.3%
FAAS
21
First Allied Advisory Services
California
$14.7M 224,556 +9,396 +4%
QIM
22
Quantitative Investment Management
Virginia
$12.7M 193,900 -80,500 -29%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$12.4M 190,427 +76,067 +67%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$12.4M 189,640 -8,396 -4%
WA
25
WBH Advisory
Maryland
$12.4M 189,109 -4,623 -2%
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