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Vanguard Utilities ETF
VPU

Overview Fund Activity

221 hedge funds and large institutions have $653M invested in Vanguard Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
51
Reduced
71
Closed
20
Calls
$3.34M
Puts
$1.11M
Net Calls
+$2.23M
Net Calls Change
+$1.31M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$6.2M
2
Wells Fargo
Wells Fargo
California
+$4.16M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.01M
4
Morgan Stanley
Morgan Stanley
New York
+$2.96M
5
PCA
Personal Capital Advisors
California
+$2.83M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.45M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$2.01M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$1.42M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$1.01M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$917K
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
201
Financial Architects (New Jersey)
New Jersey
$12K – – –
AIM
202
Advantage Investment Management
Iowa
$12K – – –
FHA
203
First Horizon Advisors
Tennessee
$11K – – –
TL
204
TrueWealth LLC
Georgia
$11K – – –
DWM
205
Destination Wealth Management
California
$7K -$7.11K -63 -50%
RFC
206
Regions Financial Corp
Alabama
$7K – – –
TC
207
Trust Company
Kansas
$7K – – –
AIA
208
Armor Investment Advisors
North Carolina
$7K – – –
GI
209
Gradient Investments
Minnesota
$6K -$11.2K -93 -65%
SSB
210
Sandy Spring Bank
Maryland
$6K – – –
ME
211
McIlrath & Eck
Washington
$6K – – –
YWP
212
YorkBridge Wealth Partners
New York
$6K – – –
AF
213
Allworth Financial
California
$4K – – –
SWA
214
Sutton Wealth Advisors
Florida
$2.32K – – –
TAIM
215
TD Ameritrade Investment Management
Nebraska
$2K +$2K +20 New
BC
216
Barnett & Company
Tennessee
$1K -$12.5K -125 -93%
FWM
217
Focused Wealth Management
New York
$1K – – –
PCG
218
Private Capital Group
Connecticut
$1K – – –
FRA
219
Front Row Advisors
California
$227 +$3 +25 +1%
NSLI
220
Nan Shan Life Insurance
Taiwan
– -$2.01M -18,000 Closed
Allianz Asset Management
221
Allianz Asset Management
Germany
– -$1.42M -12,739 Closed
WMSA
222
Weiss Multi-Strategy Advisers
New York
– -$1.01M -9,000 Closed
Millennium Management
223
Millennium Management
New York
– -$757K -6,771 Closed
CAN
224
Cetera Advisor Networks
California
– -$393K -3,527 Closed
Renaissance Technologies
225
Renaissance Technologies
New York
– -$347K -3,100 Closed
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