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Vanguard Utilities ETF
VPU

Overview Fund Activity

286 hedge funds and large institutions have $1.02B invested in Vanguard Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
286
Holders Change
+16
Holders Change %
+5.93%
% of All Funds
6.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
45
Increased
96
Reduced
66
Closed
23
Calls
$2.49M
Puts
$2.02M
Net Calls
+$465K
Net Calls Change
-$2.39M

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$9.15M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$15.2M
3
Ameriprise
3
Ameriprise
Minnesota
$26.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.9M
5
UBS Group
5
UBS Group
Switzerland
$22.1M

Top Sellers

1
FMI
1
Factory Mutual Insurance
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$68.9M
3
AIC
3
Ameritas Investment Company
Nebraska
$313K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.06M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$173M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$173M 1,304,130 -42,257 -3%
Morgan Stanley
2
Morgan Stanley
New York
$77.9M 586,145 +38,662 +7%
Bank of America
3
Bank of America
North Carolina
$68.9M 518,488 -173,380 -25%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$57.1M 429,266 -17,198 -4%
LPL Financial
5
LPL Financial
California
$51.1M 384,623 +28,082 +8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$29.9M 225,118 +11,758 +6%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$29.6M 222,604 +3,770 +2%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$28.5M 214,388 – –
Ameriprise
9
Ameriprise
Minnesota
$26.8M 200,966 +39,560 +25%
Wells Fargo
10
Wells Fargo
California
$22.1M 166,004 -18,801 -10%
UBS Group
11
UBS Group
Switzerland
$22.1M 165,927 +34,845 +27%
PCA
12
Personal Capital Advisors
California
$20.7M 155,512 +10,229 +7%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$16.1M 121,018 +5,389 +5%
DY
14
Dowling & Yahnke
California
$16M 120,653 +227 +0.2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$15.2M 114,582 +42,742 +59%
PIMG
16
Patriot Investment Management Group
Tennessee
$14.9M 111,970 -2,009 -2%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$10.2M 77,000 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.2M 76,514 +8,525 +13%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$9.43M 70,923 -1,385 -2%
AG
20
Advisor Group
Arizona
$9.38M 70,444 +13,120 +23%
RWA
21
Redhawk Wealth Advisors
Minnesota
$9.15M 68,828 +68,828 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.08M 60,808 +4,053 +7%
M&T Bank
23
M&T Bank
New York
$7.29M 54,821 +10,545 +24%
BCP
24
Berkeley Capital Partners
Georgia
$7.28M 54,779 +695 +1%
CS
25
Comerica Securities
Michigan
$7.06M 53,135 -3,746 -7%
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