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Vanguard Utilities ETF
VPU

Overview Fund Activity

187 hedge funds and large institutions have $643M invested in Vanguard Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+15
Holders Change %
+8.72%
% of All Funds
4.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
31
Increased
54
Reduced
52
Closed
14
Calls
$1.01M
Puts
$766K
Net Calls
+$241K
Net Calls Change
-$1.08M

Top Buyers

1
FMLI
1
Fukoku Mutual Life Insurance
Japan
$8.8M
2
FI
2
FormulaFolio Investments
Michigan
$7.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.5M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$150M
5
AA
5
Advisory Alpha
Michigan
$3.72M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.41M
2
PP
2
Pension Partners
New York
$0
3
TH
3
Timber Hill
Connecticut
$0
4
DOA
4
D'Orazio & Associates
Virginia
$20.5M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
126
Aspiriant LLC
California
$201K +$201K +1,756 New
CB
127
Community Bank
New York
$172K +$9.15K +80 +6%
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$139K -$56.3K -492 -29%
CAL
129
Capital Advisors Ltd
Ohio
$138K – – –
MA
130
MUFG Americas
New York
$126K – – –
Schroder Investment Management Group
131
Schroder Investment Management Group
United Kingdom
$126K – – –
FANJ
132
Financial Architects (New Jersey)
New Jersey
$124K – – –
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$124K +$8.24K +72 +7%
AIP
134
Ameritas Investment Partners
Nebraska
$122K – – –
TIM
135
Tortoise Investment Management
New York
$114K – – –
WT
136
Whittier Trust
California
$114K – – –
LNB
137
Ledyard National Bank
$108K – – –
NSB
138
Norway Savings Bank
Maine
$107K – – –
PCFFS
139
Pacific Center for Financial Services
California
$105K – – –
KTC
140
Kistler-Tiffany Companies
Pennsylvania
$102K – – –
TAT
141
TD Ameritrade Trust
Colorado
$96K -$24.6K -236 -20%
MIFH
142
Migdal Insurance & Financial Holdings
Israel
$86K +$86K +750 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$84K – – –
TC
144
Trust Company
Kansas
$81K – – –
MWM
145
Mascoma Wealth Management
New Hampshire
$80K – – –
DADC
146
D.A. Davidson & Co
Montana
$77K -$13K -115 -14%
HIIFS
147
Harel Insurance Investments & Financial Services
Israel
$67K -$30.7K -269 -31%
GT
148
Glenmede Trust
Pennsylvania
$65K – – –
PMFA
149
Plante Moran Financial Advisors
Michigan
$63K – – –
GWM
150
Geneos Wealth Management
Colorado
$59K +$11.4K +100 +24%
4 5
6
7 8