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Vanguard Utilities ETF
VPU

Overview Fund Activity

216 hedge funds and large institutions have $694M invested in Vanguard Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+28
Holders Change %
+14.89%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
47
Increased
59
Reduced
54
Closed
19
Calls
$804K
Puts
$420K
Net Calls
+$384K
Net Calls Change
-$574K

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$24.9M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.4M
3
Bank of America
Bank of America
North Carolina
+$7.23M
4
Jane Street
Jane Street
New York
+$4.27M
5
Morgan Stanley
Morgan Stanley
New York
+$2.48M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.38M
3
PFA
Pinnacle Family Advisors
Missouri
-$5.42M
4
TSS
Two Sigma Securities
New York
-$4.61M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
151
Ledyard National Bank
$110K – – –
NSB
152
Norway Savings Bank
Maine
$109K – – –
WAM
153
Wealthspire Advisors (Maryland)
Maryland
$107K – – –
PCFFS
154
Pacific Center for Financial Services
California
$107K – – –
GT
155
Glenmede Trust
Pennsylvania
$101K – – –
VCM
156
Virtue Capital Management
Tennessee
$99K +$99K +851 New
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$85K – – –
OIA
158
OneDigital Investment Advisors
Kansas
$78K +$70.2K +593 +898%
PFA
159
Pathway Financial Advisors
Vermont
$78K +$78K +666 New
MWM
160
Mascoma Wealth Management
New Hampshire
$77K – – –
JCM
161
Jacobi Capital Management
Pennsylvania
$66K +$27.4K +238 +71%
AIP
162
Ameritas Investment Partners
Nebraska
$63K – – –
AFNAS
163
American Financial Network Advisory Services
California
$62K -$22.7K -194 -27%
GWM
164
Geneos Wealth Management
Colorado
$60K – – –
PA
165
Perennial Advisors
New York
$58K – – –
SEI Investments
166
SEI Investments
Pennsylvania
$58K +$4.78K +41 +9%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$58K +$58K +500 New
JGIA
168
Jackson Grant Investment Advisers
Connecticut
$56K +$818 +7 +1%
SWMG
169
Signature Wealth Management Group
Georgia
$52K +$52K +448 New
QAM
170
QCI Asset Management
New York
$49K – – –
PMFA
171
Plante Moran Financial Advisors
Michigan
$47K – – –
UBS AM
172
UBS AM
Illinois
$47K +$816 +7 +2%
FGC
173
Financial Gravity Companies
Texas
$43K +$43K +378 New
GTAM
174
Global Trust Asset Management
Florida
$42K +$42K +358 New
ST
175
Smithfield Trust
Pennsylvania
$38K – – –
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