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Vanguard Utilities ETF
VPU

Overview Fund Activity

270 hedge funds and large institutions have $1.1B invested in Vanguard Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+17
Holders Change %
+6.72%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
42
Increased
98
Reduced
59
Closed
22
Calls
$4.42M
Puts
$1.57M
Net Calls
+$2.85M
Net Calls Change
+$1.35M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$129M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
3
Bank of America
Bank of America
North Carolina
+$25.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.15M
2
TRCT
Tower Research Capital (TRC)
New York
-$7.37M
3
PL
Polianta Ltd
Jersey
-$6.68M
4
PFA
Pinnacle Family Advisors
Missouri
-$5.68M
5
Jane Street
Jane Street
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Acorn Wealth Advisors
Michigan
$236K +$1.82K +14 +0.8%
SB
177
Strategic Blueprint
Georgia
$236K +$236K +1,824 New
CWM
178
Cornerstone Wealth Management
Missouri
$231K -$4.07K -50 -2%
DI
179
DAGCO Inc
Ohio
$228K – – –
HTC
180
Haverford Trust Company
Pennsylvania
$227K -$11K -85 -5%
Prudential Financial
181
Prudential Financial
New Jersey
$225K +$225K +1,735 New
PFM
182
Probabilities Fund Management
New York
$218K +$218K +1,680 New
SC
183
Scotia Capital
Ontario, Canada
$215K +$215K +1,661 New
Neuberger Berman Group
184
Neuberger Berman Group
New York
$212K +$212K +1,635 New
BTS
185
BB&T Securities
Virginia
$210K +$210K +1,626 New
SFS
186
Summit Financial Strategies
Ohio
$208K +$208K +1,607 New
PFA
187
Pathway Financial Advisors
Vermont
$207K -$311K -2,401 -60%
FHA
188
Flagship Harbor Advisors
Massachusetts
$201K +$34.2K +264 +20%
SIAP
189
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$195K – – –
AWM
190
Aevitas Wealth Management
Massachusetts
$192K +$66.1K +510 +52%
AP
191
Advisors Preferred
Maryland
$190K +$102K +791 +117%
CFS
192
Ceros Financial Services
Maryland
$190K +$190K +1,469 New
GWM
193
Geneos Wealth Management
Colorado
$186K -$25.8K -199 -12%
CBT
194
Capital Bank & Trust
California
$181K – – –
CB
195
Community Bank
New York
$163K – – –
NSIM
196
North Star Investment Management
Illinois
$160K -$72.4K -559 -31%
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$150K -$8.43K -65 -5%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$150K +$145K +1,041 +2,669%
WT
199
Whittier Trust
California
$146K +$517 +4 +0.4%
DBT
200
Dubuque Bank & Trust
Iowa
$143K – – –
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