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Vanguard Utilities ETF

219 hedge funds and large institutions have $608M invested in Vanguard Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
37
Increased
58
Reduced
70
Closed
32
Calls
$1.78M
Puts
$861K
Net Calls
+$917K
Net Calls Change
+$533K
Name Holding Trade Value Shares
Change
Shares
Change %
NSB
151
Norway Savings Bank
Maine
$117K +$12.9K +115 +12%
TIM
152
Tortoise Investment Management
New York
$112K
WT
153
Whittier Trust
California
$112K
CCM
154
Covington Capital Management
California
$107K
LNB
155
Ledyard National Bank
$106K
PCFFS
156
Pacific Center for Financial Services
California
$103K
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$102K
GT
158
Glenmede Trust
Pennsylvania
$101K
ML
159
McAdam LLC
Pennsylvania
$99K +$99K +882 New
VCM
160
Virtue Capital Management
Tennessee
$97K +$1.79K +16 +2%
SPIA
161
Steward Partners Investment Advisory
New York
$83K +$83K +749 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$82K -$35K -312 -30%
MWM
163
Mascoma Wealth Management
New Hampshire
$78K
JCM
164
Jacobi Capital Management
Pennsylvania
$64K +$443 +4 +0.7%
CFA
165
Carroll Financial Associates
North Carolina
$64K +$64K +579 New
GWM
166
Geneos Wealth Management
Colorado
$60K +$2.76K +25 +5%
William Blair & Company
167
William Blair & Company
Illinois
$57K +$57K +512 New
PA
168
Perennial Advisors
New York
$56K
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$56K
PCM
170
Poehling Capital Management
Wisconsin
$56K +$56K +500 New
JGIA
171
Jackson Grant Investment Advisers
Connecticut
$54K +$447 +4 +0.8%
SWMG
172
Signature Wealth Management Group
Georgia
$50K
PMFA
173
Plante Moran Financial Advisors
Michigan
$46K
OIA
174
OneDigital Investment Advisors
Kansas
$41K -$33.4K -296 -45%
FGC
175
Financial Gravity Companies
Texas
$41K -$2.41K -21 -6%