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Vanguard Utilities ETF
VPU

Overview Fund Activity

253 hedge funds and large institutions have $751M invested in Vanguard Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 77 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+34
Holders Change %
+15.53%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.18%
New
59
Increased
77
Reduced
53
Closed
22
Calls
$2.52M
Puts
$1.03M
Net Calls
+$1.5M
Net Calls Change
+$331K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
2
Morgan Stanley
Morgan Stanley
New York
$72.8M
3
PL
Polianta Ltd
Jersey
$6.68M
4
I
INVST
Indiana
$6.12M
5
BCP
Berkeley Capital Partners
Georgia
$5.89M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$41M
2
CWM
Cornerstone Wealth Management
Missouri
$340K
3
Bank of America
Bank of America
North Carolina
$58M
4
VAM
Visionary Asset Management
Texas
$0
5
AIP
Almanack Investment Partners
Pennsylvania
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
126
Raab & Moskowitz Asset Management
New Jersey
$361K +$35.6K +303 +11%
RFC
127
Regions Financial Corp
Alabama
$360K +$353K +3,000 +5,000%
ASN
128
Advisory Services Network
Georgia
$359K +$215K +1,824 +149%
FCFC
129
First Commonwealth Financial Corp
Pennsylvania
$355K – – –
BAC
130
Boys Arnold & Co
North Carolina
$352K -$27K -230 -7%
GHA
131
GW Henssler & Associates
Georgia
$352K – – –
BIA
132
Bigelow Investment Advisors
Maine
$351K +$3.54K +30 +1%
OWD
133
Osborn Williams & Donohoe
Ohio
$345K – – –
FFS
134
Founders Financial Securities
Maryland
$345K – – –
CWM
135
Cornerstone Wealth Management
Missouri
$340K -$34.4M -292,700 -99%
DOA
136
D'Orazio & Associates
Virginia
$338K -$178K -1,507 -34%
TA
137
Tiedemann Advisors
New York
$313K – – –
MHS
138
M Holdings Securities
Oregon
$310K +$8.6K +73 +3%
SWMG
139
Strategic Wealth Management Group
Maryland
$291K +$291K +2,466 New
FI
140
FormulaFolio Investments
Michigan
$286K – – –
IA
141
IndexIQ Advisors
New York
$280K -$319K -2,707 -53%
DAS
142
Dynamic Advisor Solutions
Arizona
$280K +$2.99K +25 +1%
SB
143
Simmons Bank
Arkansas
$275K – – –
DWM
144
Doyle Wealth Management
Florida
$270K +$270K +2,290 New
TAT
145
TD Ameritrade Trust
Colorado
$263K +$58.9K +499 +29%
CWM
146
Cabot Wealth Management
Massachusetts
$260K +$10.2K +86 +4%
GRP
147
Global Retirement Partners
California
$260K +$17.2K +146 +7%
NB
148
Northwest Bancshares
Pennsylvania
$253K – – –
ACP
149
Ashfield Capital Partners
California
$239K -$14.2K -120 -6%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$238K +$117 +1 +0%
4 5
6
7 8