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Vanguard Financials ETF
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Overview Fund Activity

373 hedge funds and large institutions have $3.23B invested in Vanguard Financials ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 30 closing their positions.

Holders
373
Holders Change
+15
Holders Change %
+4.19%
% of All Funds
7.55%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
49
Increased
119
Reduced
125
Closed
30
Calls
$1.31M
Puts
$492K
Net Calls
+$816K
Net Calls Change
+$256K

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$13M
2
MIS
2
Morningstar Investment Services
Illinois
$42.7M
3
TCOO
3
Trust Company of Oklahoma
Oklahoma
$11.5M
4
BFG
4
Bouchey Financial Group
New York
$6.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$42.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.38B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$384M
3
Ameriprise
3
Ameriprise
Minnesota
$63.1M
4
KIM
4
Karpus Investment Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$81M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.38B 23,588,949 -2,932,106 -11%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$384M 6,636,661 -2,040,204 -24%
Morgan Stanley
3
Morgan Stanley
New York
$142M 2,433,661 -86,067 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$140M 2,392,178 -121,896 -5%
UBS Group
5
UBS Group
Switzerland
$113M 1,926,666 -63,257 -3%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$97.3M 1,662,766 +78,080 +5%
Wells Fargo
7
Wells Fargo
California
$81M 1,384,054 -131,429 -9%
Ameriprise
8
Ameriprise
Minnesota
$63.1M 1,084,541 -881,132 -45%
MIS
9
Morningstar Investment Services
Illinois
$42.7M 738,554 +200,434 +37%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$42.7M 729,206 +89,600 +14%
MIM
11
Morningstar Investment Management
Illinois
$39M 667,313 +48,381 +8%
UIM
12
USS Investment Management
United Kingdom
$36M 615,000 – –
M&T Bank
13
M&T Bank
New York
$28.4M 486,037 -50,735 -9%
Truist Financial
14
Truist Financial
North Carolina
$28.1M 479,911 -607 -0.1%
LPL Financial
15
LPL Financial
California
$27.7M 472,801 -10,386 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$22.1M 377,502 +21,911 +6%
RJA
17
Raymond James & Associates
Florida
$21.1M 360,293 -32,369 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$20.2M 345,599 -79,190 -19%
Osaic Holdings
19
Osaic Holdings
Arizona
$17.4M 297,403 +21,110 +8%
Stifel Financial
20
Stifel Financial
Missouri
$16.9M 288,805 -73,373 -20%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$14.4M 245,744 -44,474 -15%
AA
22
ALPS Advisors
Colorado
$13M 221,730 +221,730 New
CWM
23
CMH Wealth Management
New Hampshire
$11.6M 199,128 +4,065 +2%
TCOO
24
Trust Company of Oklahoma
Oklahoma
$11.5M 196,413 +196,413 New
Goldman Sachs
25
Goldman Sachs
New York
$11.2M 192,130 +23,640 +14%
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