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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.2M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
UFF
3
USA Financial Formulas
Michigan
$0
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$181M
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
151
Empirical Finance
Pennsylvania
$470K – – –
DWM
152
Doyle Wealth Management
Florida
$465K +$58.1K +405 +14%
MFW
153
Meristem Family Wealth
Minnesota
$460K – – –
NG
154
Northstar Group
New York
$459K – – –
RFC
155
Regions Financial Corp
Alabama
$456K – – –
RMAM
156
Raab & Moskowitz Asset Management
New Jersey
$451K – – –
TA
157
Tiedemann Advisors
New York
$434K +$50.6K +350 +13%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$432K +$10.5K +73 +2%
USGIU
159
U.S. Global Investors (USGI)
Texas
$431K +$431K +3,000 New
PFS
160
Prospera Financial Services
Texas
$428K -$201K -1,400 -32%
BSW
161
Buckingham Strategic Wealth
Missouri
$424K – – –
DOA
162
D'Orazio & Associates
Virginia
$418K – – –
CWM
163
Cornerstone Wealth Management
Missouri
$416K +$21.5K +150 +5%
MC
164
Moors & Cabot
Massachusetts
$416K +$416K +2,900 New
SWMG
165
Strategic Wealth Management Group
Maryland
$412K – – –
UBS AM
166
UBS AM
Illinois
$412K -$16.8K -117 -4%
ASN
167
Advisory Services Network
Georgia
$403K – – –
TP
168
Tranquility Partners
Tennessee
$388K – – –
OWD
169
Osborn Williams & Donohoe
Ohio
$385K – – –
WPW
170
Waldron Private Wealth
Pennsylvania
$381K – – –
CA
171
Calton & Associates
Florida
$370K +$370K +2,572 New
PSF
172
Pacific Sun Financial
California
$342K – – –
CWM
173
Campbell Wealth Management
Virginia
$339K – – –
NA
174
NewEdge Advisors
Louisiana
$336K +$51.6K +359 +18%
CIBC World Market
175
CIBC World Market
Ontario, Canada
$332K -$36.7K -256 -10%
5 6
7
8 9