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Vanguard Financials ETF
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Overview Fund Activity

376 hedge funds and large institutions have $3.92B invested in Vanguard Financials ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
8.15%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
50
Increased
109
Reduced
142
Closed
48
Calls
$4.51M
Puts
$1.7M
Net Calls
+$2.8M
Net Calls Change
+$2.26M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$196M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$120M
3
Ameriprise
Ameriprise
Minnesota
+$73.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
5
APP
Avantax Planning Partners
Iowa
+$5.55M

Top Sellers

1
NFC
Northeast Financial Consultants
Connecticut
-$39.3M
2
UBS Group
UBS Group
Switzerland
-$18.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
FAAS
First Allied Advisory Services
California
-$11.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.14B +$196M +3,042,575 +10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$270M -$11.3M -174,466 -4%
Morgan Stanley
3
Morgan Stanley
New York
$180M -$14.3M -221,423 -7%
UBS Group
4
UBS Group
Switzerland
$156M -$18.8M -291,687 -11%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$122M +$120M +1,863,034 +5,741%
Ameriprise
6
Ameriprise
Minnesota
$113M +$73.1M +1,132,268 +182%
Wells Fargo
7
Wells Fargo
California
$91.7M -$4.76M -73,824 -5%
APP
8
Avantax Planning Partners
Iowa
$54M +$5.55M +86,015 +11%
M&T Bank
9
M&T Bank
New York
$53.2M -$5.38M -83,338 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.5M -$7.14M -110,567 -18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$30.6M +$15.8M +244,346 +107%
LPL Financial
12
LPL Financial
California
$30.3M -$733K -11,352 -2%
DOA
13
D'Orazio & Associates
Virginia
$26.3M -$382K -5,912 -1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$24.7M -$3.68M -56,972 -13%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$24.5M -$3.19M -49,474 -12%
Stifel Financial
16
Stifel Financial
Missouri
$23.4M -$1.72M -26,718 -7%
RJA
17
Raymond James & Associates
Florida
$18.6M -$903K -13,990 -5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$15.4M -$416K -6,449 -3%
TCOO
19
Trust Company of Oklahoma
Oklahoma
$13.8M +$66.7K +1,034 +0.5%
SF
20
Synovus Financial
Georgia
$12.1M +$864K +13,382 +8%
WA
21
WBH Advisory
Maryland
$11.3M -$188K -2,908 -2%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$11M -$444K -6,873 -4%
Mariner
23
Mariner
Kansas
$10.7M -$47K -728 -0.4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$9.25M -$515K -7,974 -5%
AIC
25
Ayalon Insurance Company
Israel
$8.92M +$71.3K +1,080 +0.8%
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