VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

151 hedge funds and large institutions have $843M invested in Vanguard Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.19%
New
29
Increased
50
Reduced
36
Closed
17
Calls
$1.18M
Puts
$1.27M
Net Calls
-$93K
Net Calls Change
-$1.03M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$345M
2
Bank of America
2
Bank of America
North Carolina
$76.5M
3
LPL Financial
3
LPL Financial
California
$47.2M
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.7M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$2.21M
2
SG Americas Securities
2
SG Americas Securities
New York
$239K
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.53M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Next Financial Group
Texas
$64K – – –
IWM
127
Integrated Wealth Management
California
$64K – – –
JGIA
128
Jackson Grant Investment Advisers
Connecticut
$49K +$49K +453 New
GWM
129
Gupta Wealth Management
California
$48K -$12.8K -120 -21%
GWM
130
Geneos Wealth Management
Colorado
$45K +$45K +419 New
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$43K -$5.91K -55 -12%
ST
132
Smithfield Trust
Pennsylvania
$35K – – –
KKAMG
133
Kernodle & Katon Asset Management Group
Arkansas
$31K – – –
ZB
134
Zions Bancorporation
Utah
$27K – – –
LNB
135
Ledyard National Bank
$26K – – –
BC
136
Barnett & Company
Tennessee
$23K +$23K +215 New
TWA
137
TCI Wealth Advisors
Arizona
$19K – – –
FFC
138
First Financial Corp
Indiana
$16K – – –
First Manhattan
139
First Manhattan
New York
$16K – – –
S
140
SignatureFD
Georgia
$16K +$16K +150 New
GI
141
Gradient Investments
Minnesota
$15K – – –
ASN
142
Advisory Services Network
Georgia
$11K – – –
AIM
143
Advantage Investment Management
Iowa
$11K – – –
GWS
144
Glassman Wealth Services
Virginia
$9K +$9K +83 New
ADL
145
Asset Dedication LLC
California
$5K +$5K +50 New
FMP
146
Financial Management Professionals
Texas
$4K – – –
MCM
147
Manchester Capital Management
Vermont
$3K -$195K -1,557 -98%
HW
148
Hancock Whitney
Mississippi
$2.62K – – –
FWM
149
Focused Wealth Management
New York
$2K -$32.5K -341 -94%
BIM
150
BlackRock Investment Management
Delaware
$2K – – –
3 4 5
6
7