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Vanguard Utilities ETF
VPU

Overview Fund Activity

337 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
105
Reduced
89
Closed
24
Calls
$8.17M
Puts
$1.81M
Net Calls
+$6.36M
Net Calls Change
+$3.17M

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.13M
3
Truist Financial
Truist Financial
North Carolina
+$3.83M
4
Morgan Stanley
Morgan Stanley
New York
+$3.73M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.1M
3
M&T Bank
M&T Bank
New York
-$7.8M
4
Jane Street
Jane Street
New York
-$7.23M
5
CS
Comerica Securities
Michigan
-$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
226
Neuberger Berman Group
New York
$253K – – –
CAMG
227
CWA Asset Management Group
Florida
$253K +$253K +1,773 New
LWM
228
Loveless Wealth Management
Montana
$248K +$248K +1,760 New
HTC
229
Haverford Trust Company
Pennsylvania
$246K – – –
SCG
230
Sonata Capital Group
Washington
$246K +$2.86K +20 +1%
WHG
231
Westwood Holdings Group
Texas
$241K – – –
HIS
232
Harvest Investment Services
Illinois
$239K +$239K +1,679 New
PFA
233
Pathway Financial Advisors
Vermont
$237K – – –
AWM
234
Aevitas Wealth Management
Massachusetts
$237K +$17.7K +124 +8%
IA
235
IFP Advisors
Florida
$222K +$27.9K +196 +14%
DADC
236
D.A. Davidson & Co
Montana
$220K +$220K +1,542 New
PCM
237
Poehling Capital Management
Wisconsin
$214K – – –
RWM
238
Rench Wealth Management
Texas
$211K -$42.4K -296 -17%
MFP
239
Meridian Financial Partners
Virginia
$203K +$203K +1,438 New
SCA
240
Spearhead Capital Advisors
Florida
$202K +$202K +1,414 New
CWM
241
Campbell Wealth Management
Virginia
$201K -$137K -958 -41%
SIAP
242
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$200K – – –
SWM
243
Selective Wealth Management
Virginia
$199K -$82.3K -575 -29%
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$191K +$1.14K +8 +0.6%
FGAM
245
Financial Gravity Asset Management
Texas
$187K +$77.9K +405 +71%
KPW
246
Kore Private Wealth
New York
$187K +$187K +1,310 New
CB
247
Community Bank
New York
$180K -$143 -1 -0.1%
NSIM
248
North Star Investment Management
Illinois
$180K +$2.71K +19 +2%
CFG
249
Capstone Financial Group
Oklahoma
$166K +$166K +1,161 New
PCIA
250
Prime Capital Investment Advisors
Kansas
$165K -$3.99K -28 -2%
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