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Vanguard Utilities ETF
VPU

Overview Fund Activity

316 hedge funds and large institutions have $964M invested in Vanguard Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-18
Holders Change %
-5.39%
% of All Funds
6.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
34
Increased
101
Reduced
107
Closed
48
Calls
$3.1M
Puts
$4.9M
Net Calls
-$1.79M
Net Calls Change
-$3.83M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.3M
2
FIM
Freedom Investment Management
Connecticut
$21.7M
3
Bank of America
Bank of America
North Carolina
$62.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.13M
5
NWS
Newport Wealth Strategies
California
$4.57M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.5M
2
TF
TIAA FSB
Florida
$7.32M
3
AWM
AE Wealth Management
Kansas
$5.16M
4
SS
Simplicity Solutions
Minnesota
$4.31M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
226
Orion Portfolio Solutions
Nebraska
$150K -$9.64K -78 -6%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$150K – – –
CB
228
Community Bank
New York
$140K -$7.77K -63 -5%
BWM
229
BerganKDV Wealth Management
Minnesota
$137K +$1.36K +11 +1%
WT
230
Whittier Trust
California
$135K -$2.1K -17 -2%
Lazard Asset Management
231
Lazard Asset Management
New York
$135K +$135K +1,094 New
EIP
232
Ellis Investment Partners
Pennsylvania
$133K +$110K +871 +476%
FPB
233
First PREMIER Bank
South Dakota
$128K – – –
TIM
234
Tortoise Investment Management
New York
$124K – – –
FHA
235
Flagship Harbor Advisors
Massachusetts
$123K -$2.09K -17 -2%
NSB
236
Norway Savings Bank
Maine
$121K – – –
EDRH
237
Edmond de Rothschild Holding
Switzerland
$119K – – –
CCM
238
Covington Capital Management
California
$118K – – –
IA
239
IFP Advisors
Florida
$117K -$6.38K -52 -5%
AWM
240
Atticus Wealth Management
Florida
$115K – – –
PCFFS
241
Pacific Center for Financial Services
California
$114K – – –
GC
242
Grace Capital
Massachusetts
$112K +$112K +902 New
CAL
243
Capital Advisors Ltd
Ohio
$108K – – –
GT
244
Glenmede Trust
Pennsylvania
$104K – – –
William Blair & Company
245
William Blair & Company
Illinois
$100K +$20.8K +168 +26%
BWA
246
BDO Wealth Advisors
Florida
$96K -$12.4K -100 -11%
FP
247
Financial Perspectives
Minnesota
$94.7K – – –
DCM
248
Davis Capital Management
Florida
$82K – – –
EW
249
Evoke Wealth
California
$74K – – –
BAM
250
Bellevue Asset Management
Washington
$74K – – –
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