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Vanguard Utilities ETF
VPU

Overview Fund Activity

172 hedge funds and large institutions have $593M invested in Vanguard Utilities ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
172
Holders Change
+17
Holders Change %
+10.97%
% of All Funds
4.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
31
Increased
51
Reduced
50
Closed
12
Calls
$2.35M
Puts
$1.02M
Net Calls
+$1.33M
Net Calls Change
+$531K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$143M
3
Wells Fargo
3
Wells Fargo
California
$17.7M
4
Ameriprise
4
Ameriprise
Minnesota
$15.4M
5
HT
5
Heritage Trust
Oklahoma
$3.72M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.27M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
RSA
3
Robertson Stephens Advisors
California
$0
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$4.65M
5
UBS Group
5
UBS Group
Switzerland
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$143M 1,267,027 +117,397 +10%
FMI
2
Factory Mutual Insurance
Massachusetts
$94.2M 836,500 – –
Bank of America
3
Bank of America
North Carolina
$53.5M 475,206 -14,775 -3%
Morgan Stanley
4
Morgan Stanley
New York
$27.2M 241,291 -7,660 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26M 230,786 +132,089 +134%
LPL Financial
6
LPL Financial
California
$24.5M 217,395 +28,496 +15%
DOA
7
D'Orazio & Associates
Virginia
$21.5M 191,100 -5,042 -3%
Wells Fargo
8
Wells Fargo
California
$17.7M 157,224 +56,061 +55%
Ameriprise
9
Ameriprise
Minnesota
$15.4M 136,773 +44,113 +48%
DY
10
Dowling & Yahnke
California
$13.6M 120,655 +1,332 +1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$8.92M 79,235 +20,172 +34%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$8.86M 78,641 -9,461 -11%
M&T Bank
13
M&T Bank
New York
$6.32M 56,077 +576 +1%
UBS Group
14
UBS Group
Switzerland
$6.28M 55,783 -17,458 -24%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.6M 49,745 +734 +1%
AIS
16
American Investment Services
Massachusetts
$5.6M 49,702 -29 -0.1%
RJA
17
Raymond James & Associates
Florida
$5.01M 44,493 +5,266 +13%
Citigroup
18
Citigroup
New York
$4.96M 44,077 +5,023 +13%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$4.65M 41,293 -20,627 -33%
FIM
20
Freedom Investment Management
Connecticut
$3.76M 33,354 +17,058 +105%
HT
21
Heritage Trust
Oklahoma
$3.72M 33,022 +33,022 New
PAG
22
Private Advisor Group
New Jersey
$3.7M 32,569 +3,266 +11%
FT
23
Fiduciary Trust
Massachusetts
$3.27M 29,026 -1,841 -6%
VAM
24
Visionary Asset Management
Texas
$3.09M 27,455 -51 -0.2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.94M 26,058 -758 -3%
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