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Vanguard Utilities ETF
VPU

Overview Fund Activity

172 hedge funds and large institutions have $593M invested in Vanguard Utilities ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
172
Holders Change
+17
Holders Change %
+10.97%
% of All Funds
4.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
31
Increased
51
Reduced
50
Closed
12
Calls
$2.35M
Puts
$1.02M
Net Calls
+$1.33M
Net Calls Change
+$531K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$143M
3
Wells Fargo
3
Wells Fargo
California
$17.7M
4
Ameriprise
4
Ameriprise
Minnesota
$15.4M
5
LPL Financial
5
LPL Financial
California
$24.5M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.27M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
RSA
3
Robertson Stephens Advisors
California
$0
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$4.65M
5
UBS Group
5
UBS Group
Switzerland
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
101
Rehmann Capital Advisory Group
Michigan
$276K +$1.24K +11 +0.5%
SIAP
102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$270K – – –
LWM
103
LBA Wealth Management
Florida
$269K -$19.7K -175 -7%
LIM
104
Leavell Investment Management
Alabama
$268K – – –
CFA
105
CT Financial Advisors
Pennsylvania
$263K +$10K +89 +4%
SB
106
Suntrust Banks
Georgia
$256K +$29.1K +259 +13%
FNBT
107
FineMark National Bank & Trust
Florida
$248K -$1.58K -14 -0.6%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$242K +$242K +2,150 New
ECM
109
Exchange Capital Management
Michigan
$240K +$240K +2,135 New
CWM
110
Cabot Wealth Management
Massachusetts
$238K – – –
CWM
111
Cornerstone Wealth Management
Missouri
$236K +$236K +2,066 New
IUHSA
112
Itau Unibanco Holding S.A.
Brazil
$214K +$214K +1,897 New
DAS
113
Dynamic Advisor Solutions
Arizona
$211K – – –
VCM
114
Versant Capital Management
Arizona
$210K – – –
IC
115
InterOcean Capital
Illinois
$205K +$205K +1,818 New
DHFB
116
Dixon Hubard Feinour & Brown
Virginia
$202K +$202K +1,790 New
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$192K -$11.3K -100 -6%
CB
118
Community Bank
New York
$160K -$112 -1 -0.1%
GRP
119
Global Retirement Partners
California
$154K +$38.5K +342 +33%
CAL
120
Capital Advisors Ltd
Ohio
$136K +$21K +186 +18%
TAT
121
TD Ameritrade Trust
Colorado
$130K -$12.1K -108 -9%
PA
122
Perennial Advisors
New York
$125K -$487K -4,330 -80%
MA
123
MUFG Americas
New York
$124K – – –
Schroder Investment Management Group
124
Schroder Investment Management Group
United Kingdom
$123K – – –
FANJ
125
Financial Architects (New Jersey)
New Jersey
$123K +$1.02K +9 +0.8%
3 4
5
6 7