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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.

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

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.27M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
RSA
Robertson Stephens Advisors
California
$0
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$4.65M
5
UBS Group
UBS Group
Switzerland
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$120K -$2.8K -25 -2%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$114K -$19.2K -170 -14%
TIM
128
Tortoise Investment Management
New York
$113K – – –
WT
129
Whittier Trust
California
$113K – – –
LNB
130
Ledyard National Bank
$107K – – –
NSB
131
Norway Savings Bank
Maine
$105K +$22.6K +200 +27%
PCFFS
132
Pacific Center for Financial Services
California
$103K – – –
KTC
133
Kistler-Tiffany Companies
Pennsylvania
$100K – – –
HIIFS
134
Harel Insurance Investments & Financial Services
Israel
$97K +$97K +857 New
DADC
135
D.A. Davidson & Co
Montana
$89K +$23.3K +208 +35%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$83K -$7.93K -70 -9%
TC
137
Trust Company
Kansas
$80K +$80K +711 New
MWM
138
Mascoma Wealth Management
New Hampshire
$79K – – –
GT
139
Glenmede Trust
Pennsylvania
$65K -$44.7K -400 -41%
SEI Investments
140
SEI Investments
Pennsylvania
$64K +$37.7K +335 +144%
PMFA
141
Plante Moran Financial Advisors
Michigan
$62K – – –
NFG
142
Next Financial Group
Texas
$61K -$193K -1,713 -76%
IWM
143
IHT Wealth Management
Illinois
$56K -$2.17K -19 -4%
JGIA
144
Jackson Grant Investment Advisers
Connecticut
$52K – – –
GWM
145
Geneos Wealth Management
Colorado
$47K – – –
WA
146
WFG Advisors
Texas
$38K -$73.1K -654 -66%
ST
147
Smithfield Trust
Pennsylvania
$37K – – –
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$36.6K – – –
ZB
149
Zions Bancorporation
Utah
$28K – – –
AC
150
Alexandria Capital
Virginia
$24K +$24K +212 New
4 5
6
7 8