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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 %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$144K +$9.66K +82 +7%
BOPW
177
Brandywine Oak Private Wealth
Pennsylvania
$135K +$135K +635 New
WT
178
Whittier Trust
California
$133K – – –
DBT
179
Dubuque Bank & Trust
Iowa
$130K +$130K +1,100 New
BWA
180
BDO Wealth Advisors
Florida
$126K -$11.8K -100 -9%
BWM
181
BerganKDV Wealth Management
Minnesota
$125K +$1.06K +9 +0.9%
AIP
182
Ameritas Investment Partners
Nebraska
$123K – – –
TIM
183
Tortoise Investment Management
New York
$118K – – –
NSB
184
Norway Savings Bank
Maine
$118K – – –
AWM
185
Aevitas Wealth Management
Massachusetts
$114K +$30K +256 +36%
CCM
186
Covington Capital Management
California
$113K – – –
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$108K – – –
PCFFS
188
Pacific Center for Financial Services
California
$108K – – –
CAL
189
Capital Advisors Ltd
Ohio
$103K -$39.6K -335 -28%
LNB
190
Ledyard National Bank
$100K – – –
AIA
191
Alera Investment Advisors
Illinois
$97K +$97K +827 New
MWM
192
Mascoma Wealth Management
New Hampshire
$82K – – –
AP
193
Advisors Preferred
Maryland
$80K +$14.4K +122 +22%
William Blair & Company
194
William Blair & Company
Illinois
$77K – – –
NSG
195
Nalls Sherbakoff Group
Tennessee
$76K +$76K +642 New
KPW
196
Kore Private Wealth
New York
$66K +$66K +563 New
PA
197
Parallel Advisors
California
$59K -$8.13K -70 -12%
PA
198
Perennial Advisors
New York
$59K – – –
JGIA
199
Jackson Grant Investment Advisers
Connecticut
$58K +$937 +8 +2%
FGC
200
Financial Gravity Companies
Texas
$56K +$56K +461 New
6 7
8
9 10