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Vanguard Utilities ETF

334 hedge funds and large institutions have $981M invested in Vanguard Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
41
Increased
106
Reduced
111
Closed
42
Calls
$3.74M
Puts
$1.71M
Net Calls
+$2.04M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
226
Loveless Wealth Management
Montana
$215K
WIA
227
World Investment Advisors
California
$210K -$38.6K -316 -16%
HTC
228
Haverford Trust Company
Pennsylvania
$210K
AIM
229
Anchor Investment Management
South Carolina
$210K -$19K -156 -8%
WHG
230
Westwood Holdings Group
Texas
$206K
SCA
231
Snowden Capital Advisors
New York
$204K -$49.1K -403 -19%
SWM
232
Selective Wealth Management
Virginia
$171K +$1.22K +10 +0.7%
SIAP
233
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$167K -$3.03K -25 -2%
OPS
234
Orion Portfolio Solutions
Nebraska
$158K +$56.3K +460 +55%
NSIM
235
North Star Investment Management
Illinois
$155K +$1.1K +9 +0.7%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$150K
CB
237
Community Bank
New York
$146K -$7.43K -61 -5%
SPIA
238
Steward Partners Investment Advisory
New York
$140K +$4.74K +39 +4%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$139K -$24.6K -201 -15%
WT
240
Whittier Trust
California
$135K -$2.07K -17 -2%
BWM
241
BerganKDV Wealth Management
Minnesota
$134K +$976 +8 +0.7%
FPB
242
First PREMIER Bank
South Dakota
$126K
IA
243
IFP Advisors
Florida
$124K -$68.2K -553 -35%
FHA
244
Flagship Harbor Advisors
Massachusetts
$124K
TIM
245
Tortoise Investment Management
New York
$122K
Simplex Trading
246
Simplex Trading
Illinois
$121K +$121K +999 New
GT
247
Glenmede Trust
Pennsylvania
$120K
NSB
248
Norway Savings Bank
Maine
$119K
EDRH
249
Edmond de Rothschild Holding
Switzerland
$118K +$118K +964 New
CCM
250
Covington Capital Management
California
$117K