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Vanguard Utilities ETF
VPU

Overview Fund Activity

167 hedge funds and large institutions have $883M invested in Vanguard Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+16
Holders Change %
+10.6%
% of All Funds
4.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
27
Increased
54
Reduced
43
Closed
10
Calls
$1.9M
Puts
$1.33M
Net Calls
+$575K
Net Calls Change
+$668K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.8M
2
Ameriprise
2
Ameriprise
Minnesota
$11.2M
3
UFF
3
USA Financial Formulas
Michigan
$4.21M
4
SFA
4
Sequoia Financial Advisors
Ohio
$2.36M
5
CPO
5
Cerity Partners OCIO
New York
$13.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$28.8M
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$0
3
Bank of America
3
Bank of America
North Carolina
$77M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
101
LBA Wealth Management
Florida
$293K – – –
CB
102
Community Bank
New York
$292K -$28.6K -250 -9%
CA
103
Cetera Advisors
Colorado
$290K +$290K +2,532 New
QAM
104
Quantres Asset Management
Cayman Islands
$283K -$393K -3,437 -58%
GHA
105
GW Henssler & Associates
Georgia
$282K +$25.3K +221 +10%
CFA
106
CT Financial Advisors
Pennsylvania
$264K +$20.3K +177 +8%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$263K – – –
ACM
108
Argentus Capital Management
Texas
$262K +$5.95K +52 +2%
FNBT
109
FineMark National Bank & Trust
Florida
$252K +$252K +2,200 New
CWM
110
Cabot Wealth Management
Massachusetts
$242K – – –
AL
111
Aspiriant LLC
California
$235K +$235K +2,051 New
CAS
112
Cue Advisory Services
Arizona
$223K – – –
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$218K -$17.2K -150 -7%
AAM
114
Aureus Asset Management
Massachusetts
$218K +$218K +1,900 New
DAS
115
Dynamic Advisor Solutions
Arizona
$215K +$215K +1,874 New
VCM
116
Versant Capital Management
Arizona
$214K – – –
PAS
117
Partnervest Advisory Services
California
$212K +$212K +1,848 New
OC
118
Oppenheimer & Co
New York
$211K +$211K +1,841 New
SWP
119
Stratos Wealth Partners
Ohio
$209K -$717K -6,259 -77%
CG
120
Cutler Group
California
$176K -$4.01K -35 -2%
WA
121
WFG Advisors
Texas
$139K +$32.7K +285 +31%
AIP
122
Ameritas Investment Partners
Nebraska
$132K – – –
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$130K – – –
VHAM
124
Van Hulzen Asset Management
California
$126K -$23.4K -204 -16%
MA
125
MUFG Americas
New York
$126K – – –
3 4
5
6 7