VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

216 hedge funds and large institutions have $694M invested in Vanguard Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+28
Holders Change %
+14.89%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
47
Increased
59
Reduced
54
Closed
19
Calls
$804K
Puts
$420K
Net Calls
+$384K
Net Calls Change
-$574K

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$24.9M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.4M
3
Bank of America
Bank of America
North Carolina
+$7.23M
4
Jane Street
Jane Street
New York
+$4.27M
5
Morgan Stanley
Morgan Stanley
New York
+$2.48M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.38M
3
PFA
Pinnacle Family Advisors
Missouri
-$5.42M
4
TSS
Two Sigma Securities
New York
-$4.61M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
101
Centaurus Financial
California
$404K +$404K +3,464 New
EF
102
Empirical Finance
Pennsylvania
$382K – – –
BAC
103
Boys Arnold & Co
North Carolina
$377K – – –
TAMH
104
Taikang Asset Management (HK)
Hong Kong
$361K +$361K +3,097 New
Stifel Financial
105
Stifel Financial
Missouri
$358K -$13.3K -115 -4%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$357K +$817 +7 +0.2%
FI
107
FormulaFolio Investments
Michigan
$354K -$38.3K -329 -10%
FCFC
108
First Commonwealth Financial Corp
Pennsylvania
$351K – – –
OWD
109
Osborn Williams & Donohoe
Ohio
$341K – – –
CC
110
Callan Capital
California
$326K +$31.5K +270 +11%
UCFA
111
United Capital Financial Advisors
Texas
$320K -$36.1K -310 -10%
GRP
112
Global Retirement Partners
California
$309K +$20.1K +172 +7%
CWM
113
Cornerstone Wealth Management
Missouri
$309K +$21.9K +191 +8%
HB
114
Homrich & Berg
Georgia
$299K – – –
NB
115
Northwest Bancshares
Pennsylvania
$297K +$297K +2,550 New
AF
116
Advisornet Financial
Minnesota
$295K +$295K +2,529 New
GHA
117
GW Henssler & Associates
Georgia
$287K – – –
SB
118
Simmons Bank
Arkansas
$280K -$59.3K -510 -17%
Nomura Asset Management
119
Nomura Asset Management
Japan
$280K +$280K +2,400 New
DAS
120
Dynamic Advisor Solutions
Arizona
$261K -$5.82K -50 -2%
FNBT
121
FineMark National Bank & Trust
Florida
$256K – – –
CWM
122
Cabot Wealth Management
Massachusetts
$247K – – –
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$242K +$242K +2,087 New
TA
124
Tiedemann Advisors
New York
$233K +$233K +2,000 New
BWA
125
BDO Wealth Advisors
Florida
$224K – – –
3 4
5
6 7