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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 %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$135M -$917K -7,904 -0.7%
FMI
2
Factory Mutual Insurance
Massachusetts
$117M – – –
Morgan Stanley
3
Morgan Stanley
New York
$40.7M +$2.96M +25,492 +8%
Bank of America
4
Bank of America
North Carolina
$30.3M -$8.45M -72,883 -22%
LPL Financial
5
LPL Financial
California
$26M +$1.61M +13,880 +7%
HIIFS
6
Harel Insurance Investments & Financial Services
Israel
$25M – – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$25M +$378K +3,263 +2%
Wells Fargo
8
Wells Fargo
California
$16.1M +$4.16M +35,885 +35%
DY
9
Dowling & Yahnke
California
$13.4M -$221K -1,910 -2%
Lazard Asset Management
10
Lazard Asset Management
New York
$13.2M +$6.2M +53,500 +89%
PCA
11
Personal Capital Advisors
California
$12.4M +$2.83M +24,375 +29%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$10.2M – – –
UBS Group
13
UBS Group
Switzerland
$9.96M +$412K +3,549 +4%
Ameriprise
14
Ameriprise
Minnesota
$9.79M +$800K +6,896 +9%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$8.93M – – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$8.82M +$106K +911 +1%
Citigroup
17
Citigroup
New York
$7.22M +$2.24M +19,325 +45%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.55M +$4.01M +34,616 +262%
M&T Bank
19
M&T Bank
New York
$5.54M +$388K +3,347 +8%
AIS
20
American Investment Services
Massachusetts
$5.52M -$132K -1,136 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.17M +$606K +5,227 +13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.3M +$249K +2,144 +6%
RJA
23
Raymond James & Associates
Florida
$3.6M +$308K +2,652 +9%
HT
24
Heritage Trust
Oklahoma
$3.51M -$7.07K -61 -0.2%
FIM
25
Freedom Investment Management
Connecticut
$3.51M -$439K -3,784 -11%
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