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

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$41M
2
CWM
2
Cornerstone Wealth Management
Missouri
$340K
3
Bank of America
3
Bank of America
North Carolina
$58M
4
VAM
4
Visionary Asset Management
Texas
$0
5
AIP
5
Almanack Investment Partners
Pennsylvania
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
151
Meitav Investment House
Israel
$236K +$236K +2,000 New
HI
152
Hudock Inc
Pennsylvania
$233K +$168K +1,438 +261%
FRA
153
Front Row Advisors
California
$230K -$236 -2 -0.1%
CANC
154
Culbertson A N & Co
Virginia
$226K – – –
CWM
155
Campbell Wealth Management
Virginia
$226K +$226K +1,916 New
VCM
156
Versant Capital Management
Arizona
$220K – – –
SCA
157
Snowden Capital Advisors
New York
$219K +$10.1K +86 +5%
LS
158
Lattice Strategies
Pennsylvania
$219K +$219K +1,855 New
HTC
159
Haverford Trust Company
Pennsylvania
$216K – – –
AF
160
Advisornet Financial
Minnesota
$214K +$1.65K +14 +0.8%
SS
161
Simplicity Solutions
Minnesota
$214K +$214K +1,814 New
RWM
162
Rench Wealth Management
Texas
$213K +$1.77K +15 +0.8%
TFF
163
The Family Firm
Maryland
$213K +$1.77K +15 +0.8%
AWA
164
Acorn Wealth Advisors
Michigan
$213K +$1.77K +15 +0.8%
NSIM
165
North Star Investment Management
Illinois
$211K +$22.5K +191 +12%
AWM
166
AE Wealth Management
Kansas
$207K -$135K -1,143 -39%
DI
167
DAGCO Inc
Ohio
$207K +$207K +1,760 New
GWM
168
Geneos Wealth Management
Colorado
$192K +$17.9K +152 +10%
UBS AM
169
UBS AM
Illinois
$181K -$943 -8 -0.5%
SIAP
170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$176K – – –
CFGS
171
Concourse Financial Group Securities
Alabama
$176K +$56.9K +485 +48%
CBT
172
Capital Bank & Trust
California
$165K – – –
FHA
173
Flagship Harbor Advisors
Massachusetts
$151K +$2.35K +20 +2%
CB
174
Community Bank
New York
$148K – – –
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$144K +$118 +1 +0.1%
5 6
7
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