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Vanguard Utilities ETF
VPU

Overview Fund Activity

286 hedge funds and large institutions have $1.02B invested in Vanguard Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+16
Holders Change %
+5.93%
% of All Funds
6.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
45
Increased
96
Reduced
66
Closed
23
Calls
$2.49M
Puts
$2.02M
Net Calls
+$465K
Net Calls Change
-$2.39M

Top Buyers

1
RWA
Redhawk Wealth Advisors
Minnesota
$9.15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.2M
3
Ameriprise
Ameriprise
Minnesota
$26.8M
4
Morgan Stanley
Morgan Stanley
New York
$77.9M
5
UBS Group
UBS Group
Switzerland
$22.1M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$68.9M
3
AIC
Ameritas Investment Company
Nebraska
$313K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.06M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Cabot Wealth Management
Massachusetts
$293K – – –
NIM
177
Northeast Investment Management
Massachusetts
$289K +$289K +2,177 New
NB
178
Northwest Bancshares
Pennsylvania
$286K – – –
SWM
179
Selective Wealth Management
Virginia
$284K +$284K +2,137 New
CFG
180
CMC Financial Group
Georgia
$281K – – –
WIA
181
World Investment Advisors
California
$270K +$270K +2,033 New
MIM
182
Moseley Investment Management
Florida
$269K – – –
MA
183
Mutual Advisors
Nebraska
$267K +$9.45K +71 +4%
NA
184
NewEdge Advisors
Louisiana
$263K +$16.1K +121 +7%
SCA
185
Snowden Capital Advisors
New York
$263K +$16.8K +126 +7%
AIM
186
Anchor Investment Management
South Carolina
$262K – – –
ACP
187
Ashfield Capital Partners
California
$260K -$257K -1,980 Closed
FRA
188
Front Row Advisors
California
$259K – – –
CANC
189
Culbertson A N & Co
Virginia
$255K – – –
SG
190
StoneX Group
New York
$254K -$266 -2 -0.1%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$252K – – –
TFO
192
Tarbox Family Office
California
$249K +$249K +1,873 New
AWA
193
Acorn Wealth Advisors
Michigan
$248K +$1.76K +13 +0.7%
HI
194
Hudock Inc
Pennsylvania
$242K -$12.8K -96 -5%
RWM
195
Rench Wealth Management
Texas
$242K -$8.52K -64 -3%
SB
196
Strategic Blueprint
Georgia
$242K – – –
MWPCG
197
Measured Wealth Private Client Group
New Hampshire
$240K +$240K +1,805 New
LIM
198
Leavell Investment Management
Alabama
$239K +$239K +1,800 New
PCG
199
Private Capital Group
Connecticut
$235K +$234K +2,000 +20,000%
DI
200
DAGCO Inc
Ohio
$234K – – –
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