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Vanguard Utilities ETF
VPU

Overview Fund Activity

221 hedge funds and large institutions have $653M invested in Vanguard Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
51
Reduced
71
Closed
20
Calls
$3.34M
Puts
$1.11M
Net Calls
+$2.23M
Net Calls Change
+$1.31M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$6.2M
2
Wells Fargo
Wells Fargo
California
+$4.16M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.01M
4
Morgan Stanley
Morgan Stanley
New York
+$2.96M
5
PCA
Personal Capital Advisors
California
+$2.83M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.45M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$2.01M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$1.42M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$1.01M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$917K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
51
Cerity Partners OCIO
New York
$1.33M +$101K +875 +8%
Stifel Financial
52
Stifel Financial
Missouri
$1.31M +$1.31M +11,303 New
BEAM
53
Baker Ellis Asset Management
Washington
$1.31M – – –
SF
54
Synovus Financial
Georgia
$1.28M -$15.5K -134 -1%
Creative Planning
55
Creative Planning
Kansas
$1.23M -$60.6K -523 -5%
CS
56
Comerica Securities
Michigan
$1.2M -$45.2K -386 -4%
Vanguard Group
57
Vanguard Group
Pennsylvania
$1.16M -$23.4K -202 -2%
CA
58
Cetera Advisors
Colorado
$1.08M -$32.5K -280 -3%
VFA
59
Voya Financial Advisors
Connecticut
$1.07M -$30.9K -267 -3%
HW
60
Hancock Whitney
Mississippi
$1.07M – – –
RJFSA
61
Raymond James Financial Services Advisors
Florida
$1.07M +$1.07M +9,181 New
IA
62
IFP Advisors
Florida
$1.06M -$103K -889 -9%
GFPC
63
Global Financial Private Capital
Florida
$1M -$64.9K -560 -6%
GEA
64
Glen Eagle Advisors
New Jersey
$937K +$14.5K +125 +2%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$918K -$81.8K -705 -8%
AAS
66
Annex Advisory Services
Wisconsin
$890K +$17.5K +151 +2%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$852K -$14.2K -123 -2%
FA
68
FDx Advisors
Illinois
$833K -$53.8K -464 -6%
HighTower Advisors
69
HighTower Advisors
Illinois
$830K -$616K -5,326 -43%
FPFS
70
First Personal Financial Services
North Carolina
$828K +$27.7K +239 +3%
BF
71
BOK Financial
Oklahoma
$774K -$3.6K -31 -0.5%
FFC
72
First Financial Corp
Indiana
$758K -$16.1K -139 -2%
SPC
73
Sigma Planning Corp
Michigan
$708K +$15.7K +135 +2%
VF
74
Virtu Financial
New York
$697K +$697K +6,013 New
SB
75
Suntrust Banks
Georgia
$679K +$39.4K +340 +6%
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