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Vanguard Utilities ETF
VPU

Overview Fund Activity

253 hedge funds and large institutions have $751M invested in Vanguard Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 77 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+34
Holders Change %
+15.53%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.18%
New
59
Increased
77
Reduced
53
Closed
22
Calls
$2.52M
Puts
$1.03M
Net Calls
+$1.5M
Net Calls Change
+$331K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$72.8M
3
PL
3
Polianta Ltd
Jersey
$6.68M
4
I
4
INVST
Indiana
$6.12M
5
BCP
5
Berkeley Capital Partners
Georgia
$5.89M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$41M
2
CWM
2
Cornerstone Wealth Management
Missouri
$340K
3
Bank of America
3
Bank of America
North Carolina
$58M
4
VAM
4
Visionary Asset Management
Texas
$0
5
AIP
5
Almanack Investment Partners
Pennsylvania
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$2.5M -$1.41M -11,984 -36%
IA
52
IFP Advisors
Florida
$2.41M +$1.92M +16,371 +395%
GJIC
53
Gamble Jones Investment Counsel
California
$2.27M +$121K +1,026 +6%
NNP
54
Nachman Norwood & Parrott
South Carolina
$2.22M +$2.22M +18,800 New
TFA
55
Transamerica Financial Advisors
Florida
$2.06M +$2.06M +17,459 New
ECM
56
Exchange Capital Management
Michigan
$2.05M -$140K -1,188 -6%
FT
57
Fiduciary Trust
Massachusetts
$2M -$11.9K -101 -0.6%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.72M -$363K -3,083 -17%
CCMD
59
Cypress Capital Management (Delaware)
Delaware
$1.67M -$31.2K -265 -2%
PA
60
PFG Advisors
Arizona
$1.64M +$1.64M +13,223 New
VC
61
Vestor Capital
Illinois
$1.6M +$152K +1,290 +11%
IFWM
62
Institute for Wealth Management
Colorado
$1.56M +$1.56M +13,215 New
FAAS
63
First Allied Advisory Services
California
$1.55M +$1.18K +10 +0.1%
DBIA
64
Dumont & Blake Investment Advisors
New Jersey
$1.47M -$9.43K -80 -0.6%
Creative Planning
65
Creative Planning
Kansas
$1.46M +$222K +1,883 +18%
FPFS
66
First Personal Financial Services
North Carolina
$1.44M +$278K +2,358 +24%
CFG
67
CMC Financial Group
Georgia
$1.42M +$1.42M +12,067 New
AIC
68
Ameritas Investment Company
Nebraska
$1.42M +$1.42M +12,023 New
CPO
69
Cerity Partners OCIO
New York
$1.33M -$27.8K -236 -2%
BEAM
70
Baker Ellis Asset Management
Washington
$1.27M -$29.5K -250 -2%
Citigroup
71
Citigroup
New York
$1.24M +$121K +1,029 +11%
Vanguard Group
72
Vanguard Group
Pennsylvania
$1.2M -$6.48K -55 -0.5%
SWP
73
Stratos Wealth Partners
Ohio
$1.2M +$1.13M +9,579 +1,681%
GPA
74
Guidance Point Advisors
Massachusetts
$1.19M +$1.19M +10,132 New
FTS
75
Fifth Third Securities
Ohio
$1.18M +$1.18M +10,019 New
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