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Vanguard Utilities ETF
VPU

Overview Fund Activity

286 hedge funds and large institutions have $1.02B invested in Vanguard Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+16
Holders Change %
+5.93%
% of All Funds
6.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
45
Increased
96
Reduced
66
Closed
23
Calls
$2.49M
Puts
$2.02M
Net Calls
+$465K
Net Calls Change
-$2.39M

Top Buyers

1
RWA
Redhawk Wealth Advisors
Minnesota
$9.15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.2M
3
Ameriprise
Ameriprise
Minnesota
$26.8M
4
Morgan Stanley
Morgan Stanley
New York
$77.9M
5
UBS Group
UBS Group
Switzerland
$22.1M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$68.9M
3
AIC
Ameritas Investment Company
Nebraska
$313K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.06M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
276
Simplex Trading
Illinois
$7K +$7K +59 New
TFS
277
TrustCore Financial Services
Tennessee
$6K – – –
AF
278
Allworth Financial
California
$5K – – –
GWS
279
Glassman Wealth Services
Virginia
$5K +$5K +36 New
SWA
280
Sutton Wealth Advisors
Florida
$2.66K – – –
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.66K – – –
PG
282
Proffitt & Goodson
Tennessee
$2K – – –
FWM
283
Focused Wealth Management
New York
$1K – – –
AWM
284
Avior Wealth Management
Nebraska
$1K +$1K +8 New
GT
285
Glenmede Trust
Pennsylvania
$138 +$50 +375 +56%
FMI
286
Factory Mutual Insurance
Massachusetts
– -$131M -1,018,000 Closed
SGI
287
Summit Global Investments
Utah
– -$2.87M -22,114 Closed
GHA
288
GW Henssler & Associates
Georgia
– -$387K -2,986 Closed
MHS
289
M Holdings Securities
Oregon
– -$346K -2,667 Closed
GFPC
290
Global Financial Private Capital
Florida
– -$267K -2,059 Closed
VCM
291
Versant Capital Management
Arizona
– -$242K -1,873 Closed
Prudential Financial
292
Prudential Financial
New Jersey
– -$225K -1,735 Closed
PFM
293
Probabilities Fund Management
New York
– -$218K -1,680 Closed
SC
294
Scotia Capital
Ontario, Canada
– -$215K -1,661 Closed
NSIM
295
North Star Investment Management
Illinois
– -$160K -1,235 Closed
DBT
296
Dubuque Bank & Trust
Iowa
– -$143K -1,100 Closed
WAM
297
Wealthspire Advisors (Maryland)
Maryland
– -$118K -914 Closed
AIA
298
Alera Investment Advisors
Illinois
– -$107K -827 Closed
MWM
299
Mascoma Wealth Management
New Hampshire
– -$91K -700 Closed
SBA
300
Secrest Blakey & Associates
North Carolina
– -$60K -460 Closed
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