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Vanguard Utilities ETF
VPU

Overview Fund Activity

219 hedge funds and large institutions have $755M invested in Vanguard Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
67
Reduced
67
Closed
19
Calls
$2.46M
Puts
$1.3M
Net Calls
+$1.17M
Net Calls Change
-$1.06M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$176M
2
Bank of America
2
Bank of America
North Carolina
$61.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.1M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$6.16M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
Citigroup
2
Citigroup
New York
$1.12M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.18M
4
VEA
4
Virtus ETF Advisers
New York
$735K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
76
Callan Capital
California
$626K +$66.6K +565 +12%
IA
77
IndexIQ Advisors
New York
$599K +$156K +1,321 +35%
HIS
78
Horizon Investment Services
Indiana
$537K -$13K -110 -2%
SG Americas Securities
79
SG Americas Securities
New York
$532K +$532K +4,516 New
Goldman Sachs
80
Goldman Sachs
New York
$527K -$2.36K -20 -0.4%
DOA
81
D'Orazio & Associates
Virginia
$515K -$74.7K -634 -13%
VA
82
Valmark Advisers
Ohio
$508K -$2.71K -23 -0.5%
V
83
Veritable
Delaware
$505K – – –
IA
84
IFP Advisors
Florida
$488K -$594K -5,037 -55%
HCIA
85
Hochman Cole Investment Advisors
Illinois
$488K -$65.9K -560 -12%
QAM
86
Quantres Asset Management
Cayman Islands
$482K +$1.18K +10 +0.2%
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$479K +$60.8K +516 +15%
PFA
88
Pathway Financial Advisors
Vermont
$473K +$473K +4,000 New
BC
89
Bartlett & Co
Ohio
$458K – – –
BCWM
90
Bartlett & Co Wealth Management
Ohio
$458K – – –
AA
91
Ancora Advisors
Ohio
$427K +$118 +1 +0%
EDRH
92
Edmond de Rothschild Holding
Switzerland
$417K – – –
UCFA
93
United Capital Financial Advisors
Texas
$407K -$706 -6 -0.2%
NG
94
Northstar Group
New York
$389K -$11.8K -100 -3%
LNC
95
Lincoln National Corp
Pennsylvania
$387K -$7.42K -63 -2%
EF
96
Empirical Finance
Pennsylvania
$386K – – –
RVPG
97
Relative Value Partners Group
$384K – – –
BSW
98
Buckingham Strategic Wealth
Missouri
$381K – – –
BAC
99
Boys Arnold & Co
North Carolina
$380K – – –
MFW
100
Meristem Family Wealth
Minnesota
$378K – – –
2 3
4
5 6