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Vanguard Utilities ETF
VPU

Overview Fund Activity

371 hedge funds and large institutions have $1.14B invested in Vanguard Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
69
Increased
111
Reduced
107
Closed
25
Calls
$4.91M
Puts
$6.47M
Net Calls
-$1.56M
Net Calls Change
-$1.41M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$61.2M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$137M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$85M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.9M
5
FIM
5
Freedom Investment Management
Connecticut
$25.1M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$521K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16M
3
Ameriprise
3
Ameriprise
Minnesota
$8.08M
4
Bank of America
4
Bank of America
North Carolina
$59.8M
5
MSU
5
Mizuho Securities USA
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
226
Culbertson A N & Co
Virginia
$264K – – –
AWA
227
Acorn Wealth Advisors
Michigan
$264K +$2.47K +18 +0.9%
SVWAG
228
Sound View Wealth Advisors Group
Georgia
$262K -$8.65K -63 -3%
Jane Street
229
Jane Street
New York
$261K -$1.79M -13,050 -87%
DI
230
DAGCO Inc
Ohio
$257K – – –
AIP
231
Almanack Investment Partners
Pennsylvania
$250K -$17.1K -125 -6%
LWM
232
Loveless Wealth Management
Montana
$242K – – –
FRA
233
Front Row Advisors
California
$240K – – –
RSWM
234
Robertson Stephens Wealth Management
California
$239K – – –
TFS
235
Thoroughbred Financial Services
Tennessee
$237K -$34.3K -251 -13%
EGWAG
236
Elwood & Goetz Wealth Advisory Group
Georgia
$237K +$3.98K +29 +2%
TNB
237
TCF National Bank
South Dakota
$234K -$1.37K -10 -0.6%
TCBWMS
238
Texas Capital Bank Wealth Management Services
Texas
$234K +$234K +1,704 New
AWA
239
Arete Wealth Advisors
Illinois
$234K +$234K +1,710 New
MIM
240
Moseley Investment Management
Florida
$232K -$54.9K -400 -19%
WHG
241
Westwood Holdings Group
Texas
$232K – – –
ACM
242
Advisors Capital Management
New Jersey
$232K +$232K +1,691 New
SAS
243
Stelac Advisory Services
New York
$231K -$121K -884 -34%
OEP
244
Ocean Endowment Partners
Illinois
$231K +$13.7K +104 +6%
CWM
245
Cabot Wealth Management
Massachusetts
$229K – – –
SB
246
Strategic Blueprint
Georgia
$228K -$20.3K -148 -8%
LIM
247
Leavell Investment Management
Alabama
$228K – – –
GT
248
Glenmede Trust
Pennsylvania
$224K – – –
WLIM
249
White Lighthouse Investment Management
Massachusetts
$224K – – –
AWM
250
Aevitas Wealth Management
Massachusetts
$223K -$11.5K -84 -5%
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