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Vanguard Utilities ETF
VPU

Overview Fund Activity

293 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+7
Holders Change %
+2.45%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
33
Increased
96
Reduced
74
Closed
25
Calls
$5.86M
Puts
$2.67M
Net Calls
+$3.19M
Net Calls Change
+$2.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29.7M
2
TF
TIAA FSB
Florida
$22.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$28.4M
4
LPL Financial
LPL Financial
California
$65.4M
5
Morgan Stanley
Morgan Stanley
New York
$93.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$56.2M
2
RWA
Redhawk Wealth Advisors
Minnesota
$0
3
UFF
USA Financial Formulas
Michigan
$0
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$181M
5
MPM
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
126
Valmark Advisers
Ohio
$726K +$64.2K +447 +10%
CRWM
127
Castle Rock Wealth Management
California
$725K +$725K +5,331 New
MIH
128
Meitav Investment House
Israel
$723K – – –
FTS
129
Fifth Third Securities
Ohio
$712K -$44.9K -719 -6%
WCM
130
Windham Capital Management
Massachusetts
$703K -$66K -460 -9%
BRWA
131
B. Riley Wealth Advisors
Florida
$696K +$18.7K +130 +3%
FI
132
FormulaFolio Investments
Michigan
$671K -$56.6K -394 -8%
BIA
133
Bigelow Investment Advisors
Maine
$663K +$236K +1,640 +55%
SS
134
Simplicity Solutions
Minnesota
$661K +$325K +2,265 +97%
SWP
135
Stratos Wealth Partners
Ohio
$635K -$312K -2,171 -33%
V
136
Veritable
Delaware
$615K – – –
HCIA
137
Hochman Cole Investment Advisors
Illinois
$595K -$15.8K -110 -3%
HIS
138
Horizon Investment Services
Indiana
$590K – – –
CC
139
Callan Capital
California
$574K -$37.8K -263 -6%
APP
140
Avantax Planning Partners
Iowa
$570K +$37.8K +263 +7%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$562K – – –
BC
142
Bartlett & Co
Ohio
$558K – – –
JHCP
143
Jackson Hole Capital Partners
Oklahoma
$535K – – –
BTS
144
BB&T Securities
Virginia
$518K +$21.8K +152 +4%
AA
145
Ancora Advisors
Ohio
$517K -$2.87K -20 -0.6%
PAMG
146
Patton Albertson Miller Group
Tennessee
$503K -$81.1K -565 -14%
CFG
147
CMC Financial Group
Georgia
$496K +$192K +1,338 +63%
FCFC
148
First Commonwealth Financial Corp
Pennsylvania
$493K – – –
RFN
149
RDA Financial Network
Iowa
$482K -$6.95K -50 -1%
DAS
150
Dynamic Advisor Solutions
Arizona
$478K +$105K +731 +28%
4 5
6
7 8