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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 %
SWMG
176
Signature Wealth Management Group
Georgia
$54K – – –
CWA
177
Clarus Wealth Advisors
Arizona
$51K +$830 +7 +2%
FGAM
178
Financial Gravity Asset Management
Texas
$50K +$16.8K +140 +51%
NFG
179
Next Financial Group
Texas
$49K -$321K -2,714 -87%
PMFA
180
Plante Moran Financial Advisors
Michigan
$48K – – –
TVWM
181
Tower View Wealth Management
Wisconsin
$39K +$595 +5 +2%
ST
182
Smithfield Trust
Pennsylvania
$38K – – –
QAM
183
QCI Asset Management
New York
$32K – – –
GP
184
Girard Partners
Pennsylvania
$31K +$31K +270 New
ZB
185
Zions Bancorporation
Utah
$29K – – –
CMBA
186
C.M. Bidwell & Associates
Hawaii
$28K – – –
US Bancorp
187
US Bancorp
Minnesota
$28K +$8.62K +73 +45%
KTC
188
Kistler-Tiffany Companies
Pennsylvania
$26K – – –
CHC
189
City Holding Co
West Virginia
$24K – – –
GI
190
Gradient Investments
Minnesota
$23K +$17.1K +144 +288%
SWM
191
SeaCrest Wealth Management
New York
$22K – – –
PG
192
Patten Group
Tennessee
$21K +$352 +3 +2%
LYV
193
Live Your Vision
Pennsylvania
$20K – – –
PG
194
Proffitt & Goodson
Tennessee
$19K +$19K +161 New
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$14K – – –
AAP
196
Arax Advisory Partners
Colorado
$13K +$13K +109 New
FANJ
197
Financial Architects (New Jersey)
New Jersey
$12K – – –
HNB
198
Huntington National Bank
Ohio
$12K – – –
AIM
199
Advantage Investment Management
Iowa
$12K – – –
RWA
200
Ropes Wealth Advisors
Massachusetts
$12K +$12K +100 New
6 7
8
9 10