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Vanguard Utilities ETF
VPU

Overview Fund Activity

293 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+7
Holders Change %
+2.45%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
33
Increased
96
Reduced
74
Closed
25
Calls
$5.86M
Puts
$2.67M
Net Calls
+$3.19M
Net Calls Change
+$2.73M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
TF
2
TIAA FSB
Florida
$22.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$28.4M
4
LPL Financial
4
LPL Financial
California
$65.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.2M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
UFF
3
USA Financial Formulas
Michigan
$0
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$181M
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
201
Strategic Blueprint
Georgia
$262K – – –
HI
202
Hudock Inc
Pennsylvania
$261K – – –
TNB
203
TCF National Bank
South Dakota
$259K +$259K +1,803 New
AWA
204
Acorn Wealth Advisors
Michigan
$255K +$1.94K +14 +0.8%
RWM
205
Rench Wealth Management
Texas
$254K -$6.89K -48 -3%
Neuberger Berman Group
206
Neuberger Berman Group
New York
$254K +$19.4K +135 +8%
DI
207
DAGCO Inc
Ohio
$253K – – –
HTC
208
Haverford Trust Company
Pennsylvania
$247K -$4.16K -29 -2%
SCG
209
Sonata Capital Group
Washington
$244K +$244K +1,700 New
WHG
210
Westwood Holdings Group
Texas
$243K – – –
SCM
211
Southport Capital Management
Tennessee
$241K +$241K +1,675 New
IWC
212
Integrated Wealth Concepts
Massachusetts
$233K +$233K +1,625 New
HIS
213
Harvest Investment Services
Illinois
$231K – – –
SFS
214
Summit Financial Strategies
Ohio
$231K – – –
GC
215
Grace Capital
Massachusetts
$225K +$225K +1,566 New
AWM
216
Aevitas Wealth Management
Massachusetts
$221K – – –
PFA
217
Pathway Financial Advisors
Vermont
$219K – – –
PCM
218
Poehling Capital Management
Wisconsin
$215K +$215K +1,500 New
FIM
219
Fernwood Investment Management
Massachusetts
$211K +$211K +1,466 New
SIAP
220
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K -$14.3K -100 -7%
IA
221
IFP Advisors
Florida
$194K +$194K +1,363 New
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$191K +$7.75K +54 +4%
CB
223
Community Bank
New York
$181K – – –
NSIM
224
North Star Investment Management
Illinois
$179K +$179K +1,243 New
PCIA
225
Prime Capital Investment Advisors
Kansas
$170K +$170K +1,186 New
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