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Vanguard Utilities ETF
VPU

Overview Fund Activity

188 hedge funds and large institutions have $686M invested in Vanguard Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
64
Reduced
58
Closed
15
Calls
$1.61M
Puts
$654K
Net Calls
+$958K
Net Calls Change
+$717K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$6.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.6M
3
PFA
3
Pinnacle Family Advisors
Missouri
$5.42M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$159M
5
TSS
5
Two Sigma Securities
New York
$4.61M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$393K
2
Morgan Stanley
2
Morgan Stanley
New York
$27.8M
3
AA
3
Advisory Alpha
Michigan
$24K
4
Jane Street
4
Jane Street
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$209K +$209K +1,792 New
TAT
127
TD Ameritrade Trust
Colorado
$209K +$97.5K +804 +87%
AL
128
Aspiriant LLC
California
$205K +$350 +3 +0.2%
EAM
129
Evanson Asset Management
California
$201K +$201K +1,721 New
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$171K +$145K +1,242 +552%
CBT
131
Capital Bank & Trust
California
$163K +$163K +1,400 New
CB
132
Community Bank
New York
$162K -$13.9K -119 -8%
CAL
133
Capital Advisors Ltd
Ohio
$141K – – –
MA
134
MUFG Americas
New York
$128K – – –
FANJ
135
Financial Architects (New Jersey)
New Jersey
$128K +$817 +7 +0.6%
AIP
136
Ameritas Investment Partners
Nebraska
$124K – – –
TIM
137
Tortoise Investment Management
New York
$117K – – –
WT
138
Whittier Trust
California
$117K – – –
CCM
139
Covington Capital Management
California
$112K +$112K +958 New
LNB
140
Ledyard National Bank
$111K – – –
NSB
141
Norway Savings Bank
Maine
$109K – – –
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$107K -$35.1K -300 -25%
PCFFS
143
Pacific Center for Financial Services
California
$107K – – –
GT
144
Glenmede Trust
Pennsylvania
$101K +$33.4K +288 +49%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$95K -$31.8K -272 -25%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$86K – – –
AFNAS
147
American Financial Network Advisory Services
California
$85K +$85K +724 New
MWM
148
Mascoma Wealth Management
New Hampshire
$82K – – –
HIIFS
149
Harel Insurance Investments & Financial Services
Israel
$69K – – –
GWM
150
Geneos Wealth Management
Colorado
$60K – – –
4 5
6
7 8