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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 %
S
251
SignatureFD
Georgia
$50K +$31.9K +220 +176%
PMFA
252
Plante Moran Financial Advisors
Michigan
$49K – – –
ST
253
Smithfield Trust
Pennsylvania
$47K – – –
SFS
254
Sowell Financial Services
Arkansas
$45K +$45K +316 New
TVWM
255
Tower View Wealth Management
Wisconsin
$43K – – –
KTC
256
Kistler-Tiffany Companies
Pennsylvania
$42K +$10.5K +73 +33%
QAM
257
QCI Asset Management
New York
$39K – – –
CMBA
258
C.M. Bidwell & Associates
Hawaii
$34K – – –
FCA
259
FinTrust Capital Advisors
South Carolina
$33K – – –
RIA
260
Realta Investment Advisors
Delaware
$29K -$14.3K -100 -33%
CHC
261
City Holding Co
West Virginia
$29K – – –
CIA
262
Cascade Investment Advisors
Oregon
$28.7K – – –
TWA
263
TCI Wealth Advisors
Arizona
$25K +$25K +175 New
CIAS
264
Capital Investment Advisory Services
North Carolina
$24K – – –
US Bancorp
265
US Bancorp
Minnesota
$24K – – –
RCA
266
Rowland Carmichael Advisors
Arizona
$23K – – –
Simplex Trading
267
Simplex Trading
Illinois
$21K +$12.9K +94 +159%
WC
268
Weil Company
California
$21K +$21K +145 New
EIP
269
Ellis Investment Partners
Pennsylvania
$20K +$20K +141 New
AAP
270
Arax Advisory Partners
Colorado
$16K – – –
SSB
271
Sandy Spring Bank
Maryland
$16K – – –
RCG
272
Ruggie Capital Group
Florida
$14K -$22.4K -160 -62%
FANJ
273
Financial Architects (New Jersey)
New Jersey
$14K – – –
FHA
274
First Horizon Advisors
Tennessee
$14K – – –
MA
275
MUFG Americas
New York
$14K – – –
9 10
11
12 13