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Vanguard Utilities ETF
VPU

Overview Fund Activity

293 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+7
Holders Change %
+2.45%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
33
Increased
96
Reduced
74
Closed
25
Calls
$5.86M
Puts
$2.67M
Net Calls
+$3.19M
Net Calls Change
+$2.73M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
TF
2
TIAA FSB
Florida
$22.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$28.4M
4
LPL Financial
4
LPL Financial
California
$65.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.2M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
UFF
3
USA Financial Formulas
Michigan
$0
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$181M
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$162K – – –
BWM
227
BerganKDV Wealth Management
Minnesota
$154K – – –
IA
228
IndexIQ Advisors
New York
$152K -$296K -2,059 -66%
FHA
229
Flagship Harbor Advisors
Massachusetts
$151K – – –
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$150K – – –
FPB
231
First PREMIER Bank
South Dakota
$148K – – –
TIM
232
Tortoise Investment Management
New York
$144K – – –
SPIA
233
Steward Partners Investment Advisory
New York
$143K +$42.8K +298 +43%
NSB
234
Norway Savings Bank
Maine
$141K – – –
CCM
235
Covington Capital Management
California
$138K – – –
BWA
236
BDO Wealth Advisors
Florida
$136K – – –
PCFFS
237
Pacific Center for Financial Services
California
$132K – – –
AIP
238
Ameritas Investment Partners
Nebraska
$129K -$18.1K -126 -12%
CAL
239
Capital Advisors Ltd
Ohio
$125K – – –
RFWA
240
RPg Family Wealth Advisory
Massachusetts
$115K +$115K +804 New
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$90K +$72.5K +503 +416%
William Blair & Company
242
William Blair & Company
Illinois
$87K – – –
EW
243
Evoke Wealth
California
$82.1K +$82.1K +567 New
FGAM
244
Financial Gravity Asset Management
Texas
$81K -$44.6K -312 -35%
JGIA
245
Jackson Grant Investment Advisers
Connecticut
$72K – – –
CFA
246
Carroll Financial Associates
North Carolina
$65K -$15.8K -110 -20%
FNBOSM
247
First National Bank of South Miami
Florida
$65K – – –
GSWM
248
Golden State Wealth Management
California
$60K – – –
JCM
249
Jacobi Capital Management
Pennsylvania
$56K – – –
HNB
250
Huntington National Bank
Ohio
$53K -$64K – –
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10
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