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Vanguard Utilities ETF
VPU

Overview Fund Activity

253 hedge funds and large institutions have $751M invested in Vanguard Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 77 increasing their positions, 53 reducing their positions, and 22 closing their positions.

Holders
253
Holders Change
+34
Holders Change %
+15.53%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.18%
New
59
Increased
77
Reduced
53
Closed
22
Calls
$2.52M
Puts
$1.03M
Net Calls
+$1.5M
Net Calls Change
+$331K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$72.8M
3
PL
3
Polianta Ltd
Jersey
$6.68M
4
I
4
INVST
Indiana
$6.12M
5
BCP
5
Berkeley Capital Partners
Georgia
$5.89M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$41M
2
CWM
2
Cornerstone Wealth Management
Missouri
$340K
3
Bank of America
3
Bank of America
North Carolina
$58M
4
VAM
4
Visionary Asset Management
Texas
$0
5
AIP
5
Almanack Investment Partners
Pennsylvania
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
FMI
1
Factory Mutual Insurance
Massachusetts
$120M 1,015,500 – –
Morgan Stanley
2
Morgan Stanley
New York
$72.8M 618,060 +149,543 +32%
Bank of America
3
Bank of America
North Carolina
$58M 492,002 -30,603 -6%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$41M 347,678 -1,143,803 -77%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33M 280,315 +8,262 +3%
LPL Financial
6
LPL Financial
California
$32.9M 279,040 +43,794 +19%
HIIFS
7
Harel Insurance Investments & Financial Services
Israel
$25.3M 214,388 – –
Wells Fargo
8
Wells Fargo
California
$20.5M 174,032 -8,642 -5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$20.1M 170,469 +169,673 +21,316%
PCA
10
Personal Capital Advisors
California
$15.8M 133,758 +13,632 +11%
DY
11
Dowling & Yahnke
California
$14.6M 117,525 +2,540 +2%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$12.3M 104,769 -1,690 -2%
UBS Group
13
UBS Group
Switzerland
$12.2M 103,208 +2,328 +2%
Ameriprise
14
Ameriprise
Minnesota
$10.3M 87,513 -5,693 -6%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$9.07M 77,000 – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$8.56M 72,628 -2,017 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.85M 66,613 +8,820 +15%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$7.04M 59,756 +44,100 +282%
PL
19
Polianta Ltd
Jersey
$6.68M 56,700 +56,700 New
CS
20
Comerica Securities
Michigan
$6.53M 55,391 +45,659 +469%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.34M 53,834 +5,164 +11%
I
22
INVST
Indiana
$6.12M 51,903 +51,903 New
TRCT
23
Tower Research Capital (TRC)
New York
$6.08M 51,583 +45,333 +725%
BCP
24
Berkeley Capital Partners
Georgia
$5.89M 49,952 +49,952 New
Nomura Asset Management
25
Nomura Asset Management
Japan
$5.89M 49,950 +750 +2%
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