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Vanguard Utilities ETF
VPU

Overview Fund Activity

167 hedge funds and large institutions have $595M invested in Vanguard Utilities ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
167
Holders Change
–
Holders Change %
0%
% of All Funds
4.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
20
Increased
50
Reduced
63
Closed
16
Calls
$2.42M
Puts
$1.36M
Net Calls
+$1.06M
Net Calls Change
+$486K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$114M
2
BCM
2
Brookstone Capital Management
Illinois
$10.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.34M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$5.35M
5
VAM
5
Visionary Asset Management
Texas
$2.8M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$24.4M
2
Bank of America
2
Bank of America
North Carolina
$57.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.9M
4
UBS Group
4
UBS Group
Switzerland
$9.28M
5
LPL Financial
5
LPL Financial
California
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
101
Leavell Investment Management
Alabama
$313K – – –
TSS
102
Two Sigma Securities
New York
$281K +$281K +2,631 New
ACM
103
Argentus Capital Management
Texas
$275K +$30K +280 +12%
LWM
104
LBA Wealth Management
Florida
$274K – – –
HB
105
Homrich & Berg
Georgia
$274K – – –
GHA
106
GW Henssler & Associates
Georgia
$263K – – –
RCAG
107
Rehmann Capital Advisory Group
Michigan
$260K +$260K +2,430 New
FNBT
108
FineMark National Bank & Trust
Florida
$246K +$10.7K +100 +5%
PAS
109
Partnervest Advisory Services
California
$245K +$47.2K +441 +24%
CFA
110
CT Financial Advisors
Pennsylvania
$239K -$8.24K -77 -3%
Neuberger Berman Group
111
Neuberger Berman Group
New York
$230K -$16K -150 -7%
NFG
112
Next Financial Group
Texas
$228K +$145K +1,354 +175%
CWM
113
Cabot Wealth Management
Massachusetts
$226K – – –
AL
114
Aspiriant LLC
California
$221K +$1.82K +17 +0.8%
CAS
115
Cue Advisory Services
Arizona
$219K +$9.97K +93 +5%
DAS
116
Dynamic Advisor Solutions
Arizona
$211K +$10.7K +100 +5%
CG
117
Cutler Group
California
$207K +$42.7K +400 +26%
RWA
118
RGT Wealth Advisors
Texas
$203K +$203K +1,894 New
VCM
119
Versant Capital Management
Arizona
$200K – – –
WAM
120
Wealthspire Advisors (Maryland)
Maryland
$193K -$10.7K -100 -5%
DADC
121
D.A. Davidson & Co
Montana
$188K +$111K +1,045 +145%
CB
122
Community Bank
New York
$152K -$120K -1,125 -44%
WA
123
WFG Advisors
Texas
$131K +$1.07K +10 +0.8%
AIP
124
Ameritas Investment Partners
Nebraska
$120K -$2.66K -25 -2%
TAT
125
TD Ameritrade Trust
Colorado
$120K +$21K +197 +21%
3 4
5
6 7