VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

333 hedge funds and large institutions have $1.05B invested in Vanguard Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
100
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$72.3M
2
Goldman Sachs
Goldman Sachs
New York
+$11.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.8M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$5.33M
5
MSU
Mizuho Securities USA
New York
+$4.72M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$27.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.45M
5
FIM
Freedom Investment Management
Connecticut
-$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Aevitas Wealth Management
Massachusetts
$221K -$4.91K -38 -2%
TNB
227
TCF National Bank
South Dakota
$221K +$221K +1,715 New
EGWAG
228
Elwood & Goetz Wealth Advisory Group
Georgia
$219K – – –
WHG
229
Westwood Holdings Group
Texas
$218K – – –
MFP
230
Meridian Financial Partners
Virginia
$217K +$217K +1,546 New
OEP
231
Ocean Endowment Partners
Illinois
$217K +$217K +1,653 New
CWM
232
Cabot Wealth Management
Massachusetts
$216K -$34.4K -266 -14%
EH
233
Equitable Holdings
New York
$215K -$42K -326 -16%
LIM
234
Leavell Investment Management
Alabama
$215K – – –
GT
235
Glenmede Trust
Pennsylvania
$212K +$103K +800 +95%
WLIM
236
White Lighthouse Investment Management
Massachusetts
$211K +$211K +1,635 New
WIA
237
World Investment Advisors
California
$208K – – –
MC
238
Moors & Cabot
Massachusetts
$207K +$207K +1,600 New
SFS
239
Summit Financial Strategies
Ohio
$207K +$207K +1,607 New
William Blair & Company
240
William Blair & Company
Illinois
$193K +$88.8K +688 +85%
PCIA
241
Prime Capital Investment Advisors
Kansas
$187K -$69.8K -540 -27%
NSIM
242
North Star Investment Management
Illinois
$182K +$16.7K +130 +10%
JPMorgan Chase & Co
243
JPMorgan Chase & Co
New York
$167K +$10.9K +85 +7%
SIAP
244
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$165K – – –
RIM
245
Rockbridge Investment Management
New York
$160K -$1.55K -12 -1%
US Bancorp
246
US Bancorp
Minnesota
$159K – – –
SPIA
247
Steward Partners Investment Advisory
New York
$152K -$13.7K -106 -8%
HIIFS
248
Harel Insurance Investments & Financial Services
Israel
$151K -$27.5M -213,800 -99%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$150K – – –
BWM
250
BerganKDV Wealth Management
Minnesota
$144K +$1.03K +8 +0.7%
8 9
10
11 12