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Vanguard Utilities ETF
VPU

Overview Fund Activity

219 hedge funds and large institutions have $755M invested in Vanguard Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
67
Reduced
67
Closed
19
Calls
$2.46M
Puts
$1.3M
Net Calls
+$1.17M
Net Calls Change
-$1.06M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$176M
2
Bank of America
2
Bank of America
North Carolina
$61.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.1M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$6.16M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
Citigroup
2
Citigroup
New York
$1.12M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.18M
4
VEA
4
Virtus ETF Advisers
New York
$735K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$134K – – –
WT
152
Whittier Trust
California
$133K +$14.8K +125 +13%
BWM
153
BerganKDV Wealth Management
Minnesota
$124K +$2.01K +17 +2%
AIP
154
Ameritas Investment Partners
Nebraska
$123K -$2.34K -20 -2%
CFGS
155
Concourse Financial Group Securities
Alabama
$120K +$120K +1,016 New
NSB
156
Norway Savings Bank
Maine
$118K -$4.7K -40 -4%
TIM
157
Tortoise Investment Management
New York
$118K – – –
CCM
158
Covington Capital Management
California
$113K – – –
TC
159
Truvestments Capital
Florida
$110K +$110K +930 New
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$108K – – –
PCFFS
161
Pacific Center for Financial Services
California
$108K – – –
ML
162
McAdam LLC
Pennsylvania
$105K – – –
LNB
163
Ledyard National Bank
$101K – – –
SPIA
164
Steward Partners Investment Advisory
New York
$100K -$9.32K -79 -9%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$94K +$29.6K +251 +46%
AWM
166
Aevitas Wealth Management
Massachusetts
$84K +$13K +111 +18%
MWM
167
Mascoma Wealth Management
New Hampshire
$83K – – –
William Blair & Company
168
William Blair & Company
Illinois
$77K +$16.9K +144 +28%
JCM
169
Jacobi Capital Management
Pennsylvania
$69K +$1.17K +10 +2%
PA
170
Parallel Advisors
California
$68K +$48.6K +413 +250%
SWP
171
Stratos Wealth Partners
Ohio
$67K +$67K +570 New
AP
172
Advisors Preferred
Maryland
$66K +$66K +556 New
HI
173
Hudock Inc
Pennsylvania
$65K +$65K +552 New
PA
174
Perennial Advisors
New York
$59K – – –
JGIA
175
Jackson Grant Investment Advisers
Connecticut
$57K +$468 +4 +0.8%
5 6
7
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