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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 %
BWM
201
BerganKDV Wealth Management
Minnesota
$138K +$1.04K +8 +0.8%
AIP
202
Ameritas Investment Partners
Nebraska
$132K -$3.22K -25 -2%
TIM
203
Tortoise Investment Management
New York
$130K – – –
NSB
204
Norway Savings Bank
Maine
$127K -$3.24K -25 -2%
BWA
205
BDO Wealth Advisors
Florida
$126K -$13K -100 -9%
CCM
206
Covington Capital Management
California
$124K – – –
PCFFS
207
Pacific Center for Financial Services
California
$119K – – –
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$118K – – –
CAL
209
Capital Advisors Ltd
Ohio
$113K – – –
AIA
210
Alera Investment Advisors
Illinois
$107K – – –
FGAM
211
Financial Gravity Asset Management
Texas
$106K +$106K +824 New
FPB
212
First PREMIER Bank
South Dakota
$100K +$100K +770 New
MWM
213
Mascoma Wealth Management
New Hampshire
$91K – – –
William Blair & Company
214
William Blair & Company
Illinois
$72K -$13K -100 -15%
PA
215
Parallel Advisors
California
$71K +$5.06K +39 +8%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$69.2K +$69.2K +533 New
JGIA
217
Jackson Grant Investment Advisers
Connecticut
$65K +$521 +4 +0.8%
SBA
218
Secrest Blakey & Associates
North Carolina
$60K +$60K +460 New
CWA
219
Clarus Wealth Advisors
Arizona
$57K +$391 +3 +0.7%
GSWM
220
Golden State Wealth Management
California
$54K +$54K +418 New
JCM
221
Jacobi Capital Management
Pennsylvania
$51K +$392 +3 +0.8%
PMFA
222
Plante Moran Financial Advisors
Michigan
$44K -$12.1K -93 -22%
TVWM
223
Tower View Wealth Management
Wisconsin
$43K +$258 +2 +0.6%
ST
224
Smithfield Trust
Pennsylvania
$42K – – –
CIAS
225
Capital Investment Advisory Services
North Carolina
$39K – – –
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