VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

155 hedge funds and large institutions have $650M invested in Vanguard Utilities ETF in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 35 closing their positions.

Holders
155
Holders Change
-12
Holders Change %
-7.19%
% of All Funds
3.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
26
Increased
40
Reduced
54
Closed
35
Calls
$1.67M
Puts
$877K
Net Calls
+$794K
Net Calls Change
-$267K

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$133M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$123M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.57M
4
MHI
4
Miller Howard Investments
New York
$1.72M
5
PAG
5
Private Advisor Group
New Jersey
$3.13M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$1.48M
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$52.4M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$422K 3,939 -1,900 -33%
BC
77
Bartlett & Co
Ohio
$415K 3,882 – –
Northern Trust
78
Northern Trust
Illinois
$396K 3,700 +3,700 New
AA
79
Advisory Alpha
Michigan
$393K 3,607 -4,521 -56%
VFA
80
Voya Financial Advisors
Connecticut
$375K 3,490 +189 +6%
NPC
81
National Planning Corporation
California
$352K 3,276 +104 +3%
FTS
82
Fifth Third Securities
Ohio
$346K 3,240 -6,287 -66%
SPC
83
Sigma Planning Corp
Michigan
$346K 3,229 -307 -9%
BAC
84
Boys Arnold & Co
North Carolina
$346K 3,230 – –
KFS
85
Kissinger Financial Services
Maryland
$335K 3,128 +105 +3%
Vanguard Group
86
Vanguard Group
Pennsylvania
$324K 3,032 -918 -23%
AA
87
Ancora Advisors
Ohio
$316K 2,954 -199 -6%
EAM
88
Evanson Asset Management
California
$314K 2,932 +2,932 New
PAS
89
Partnervest Advisory Services
California
$287K 2,681 +392 +17%
HB
90
Homrich & Berg
Georgia
$275K 2,566 – –
LWM
91
LBA Wealth Management
Florida
$274K 2,562 – –
NSIM
92
North Star Investment Management
Illinois
$272K 2,538 -567 -18%
GHA
93
GW Henssler & Associates
Georgia
$264K 2,467 +6 +0.2%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$261K 2,443 +13 +0.5%
SIAP
95
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K 2,401 +2,401 New
LIM
96
Leavell Investment Management
Alabama
$255K 2,380 -550 -19%
FI
97
FormulaFolio Investments
Michigan
$254K 2,375 +2,375 New
Stifel Financial
98
Stifel Financial
Missouri
$247K 2,300 -14,559 -86%
NFG
99
Next Financial Group
Texas
$241K 2,254 +125 +6%
CFA
100
CT Financial Advisors
Pennsylvania
$240K 2,243 +13 +0.6%
2 3
4
5 6