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Vanguard Utilities ETF
VPU

Overview Fund Activity

368 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
44
Increased
122
Reduced
113
Closed
42
Calls
$6.89M
Puts
$3.15M
Net Calls
+$3.74M
Net Calls Change
+$5.3M

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$15.5M
2
AIC
Ameritas Investment Company
Nebraska
+$8.93M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.87M
4
PCA
Personal Capital Advisors
California
+$5.72M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.92M

Top Sellers

1
LPL Financial
LPL Financial
California
-$11.5M
2
Bank of America
Bank of America
North Carolina
-$9.75M
3
FIM
Freedom Investment Management
Connecticut
-$9.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.87M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
226
Planning Directions
Pennsylvania
$271K +$271K +1,931 New
CANC
227
Culbertson A N & Co
Virginia
$270K – – –
SI
228
Stephens Inc
Arkansas
$270K +$270K +1,919 New
SIAP
229
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260K +$56.2K +400 +28%
OL
230
Optas LLC
Texas
$259K -$13.9K -99 -5%
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259K +$256K +1,820 +9,100%
MWM
232
Mission Wealth Management
California
$256K +$256K +1,819 New
ACM
233
Advisors Capital Management
New Jersey
$255K +$17.7K +126 +7%
AWM
234
Aevitas Wealth Management
Massachusetts
$251K +$22.8K +162 +10%
LWM
235
Loveless Wealth Management
Montana
$247K – – –
AF
236
Advisornet Financial
Minnesota
$246K -$53.7K -382 -18%
FRA
237
Front Row Advisors
California
$246K – – –
WLIM
238
White Lighthouse Investment Management
Massachusetts
$245K +$15K +107 +7%
EGWAG
239
Elwood & Goetz Wealth Advisory Group
Georgia
$243K – – –
LIM
240
Leavell Investment Management
Alabama
$241K +$7.03K +50 +3%
SB
241
Strategic Blueprint
Georgia
$241K +$7.31K +52 +3%
MIM
242
Moseley Investment Management
Florida
$238K – – –
SAS
243
Stelac Advisory Services
New York
$237K – – –
WHG
244
Westwood Holdings Group
Texas
$237K – – –
CWM
245
Cabot Wealth Management
Massachusetts
$235K – – –
GT
246
Glenmede Trust
Pennsylvania
$230K – – –
SCI
247
Stableford Capital II
Arizona
$228K -$2M -14,226 -90%
Comerica Bank
248
Comerica Bank
Texas
$227K +$227K +1,559 New
WIA
249
World Investment Advisors
California
$225K -$4.45K -31 -2%
PP
250
Patten & Patten
Tennessee
$225K – – –
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10
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