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Vanguard Utilities ETF
VPU

Overview Fund Activity

221 hedge funds and large institutions have $653M invested in Vanguard Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
51
Reduced
71
Closed
20
Calls
$3.34M
Puts
$1.11M
Net Calls
+$2.23M
Net Calls Change
+$1.31M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$6.2M
2
Wells Fargo
Wells Fargo
California
+$4.16M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.01M
4
Morgan Stanley
Morgan Stanley
New York
+$2.96M
5
PCA
Personal Capital Advisors
California
+$2.83M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.45M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$2.01M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$1.42M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$1.01M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$917K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$237K -$8.63K -75 -4%
PFM
127
Probabilities Fund Management
New York
$237K +$237K +2,045 New
SCA
128
Snowden Capital Advisors
New York
$234K +$18.9K +163 +9%
WCM
129
Windham Capital Management
Massachusetts
$233K +$233K +2,011 New
MIH
130
Meitav Investment House
Israel
$232K +$232K +2,000 New
RC
131
RBO & Co
California
$232K +$232K +2,000 New
CRWM
132
Castle Rock Wealth Management
California
$225K +$225K +1,944 New
CANC
133
Culbertson A N & Co
Virginia
$223K – – –
TAT
134
TD Ameritrade Trust
Colorado
$218K -$9.73K -84 -4%
VCM
135
Versant Capital Management
Arizona
$217K – – –
HTC
136
Haverford Trust Company
Pennsylvania
$213K -$38.9K -335 -15%
GRP
137
Global Retirement Partners
California
$213K +$1.97K +17 +0.9%
DHFB
138
Dixon Hubard Feinour & Brown
Virginia
$208K – – –
AWA
139
Acorn Wealth Advisors
Michigan
$206K +$206K +1,760 New
TFF
140
The Family Firm
Maryland
$205K +$205K +1,765 New
RCAG
141
Rehmann Capital Advisory Group
Michigan
$192K -$69.4K -599 -27%
UBS AM
142
UBS AM
Illinois
$185K -$3.71K -32 -2%
NSIM
143
North Star Investment Management
Illinois
$183K – – –
APA
144
American Portfolios Advisors
New York
$181K -$33.9K -292 -16%
ASN
145
Advisory Services Network
Georgia
$178K -$130K -1,102 -42%
SIAP
146
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$174K – – –
PCM
147
Poehling Capital Management
Wisconsin
$174K +$116K +1,000 +200%
SEI Investments
148
SEI Investments
Pennsylvania
$165K – – –
CBT
149
Capital Bank & Trust
California
$162K – – –
CB
150
Community Bank
New York
$146K +$2.9K +25 +2%
4 5
6
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