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Vanguard Utilities ETF
VPU

Overview Fund Activity

380 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
137
Reduced
86
Closed
27
Calls
$4.15M
Puts
$3.91M
Net Calls
+$235K
Net Calls Change
-$846K

Top Buyers

1
Citigroup
Citigroup
New York
$46.2M
2
AIC
Ameritas Investment Company
Nebraska
$37.6M
3
JWCA
J.W. Cole Advisors
Florida
$23.7M
4
LPL Financial
LPL Financial
California
$61.6M
5
PL
Polianta Ltd
Jersey
$7.81M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$5.33M
2
Truist Financial
Truist Financial
North Carolina
$7.69M
3
Vanguard Group
Vanguard Group
Pennsylvania
$52.9M
4
AWM
AE Wealth Management
Kansas
$2.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
226
Northwest Bancshares
Pennsylvania
$299K – – –
MWM
227
Mission Wealth Management
California
$299K – – –
PWM
228
Praetorian Wealth Management
California
$299K +$10.7K +77 +4%
SFS
229
Summit Financial Strategies
Ohio
$297K – – –
PD
230
Planning Directions
Pennsylvania
$289K +$9.19K +66 +3%
NEWAS
231
N.E.W. Advisory Services
Wisconsin
$288K -$3.48K -25 -1%
AWA
232
Acorn Wealth Advisors
Michigan
$288K +$26.6K +191 +10%
GLLW
233
Graves Light Lenhart Wealth
Virginia
$281K – – –
CFG
234
Citizens Financial Group
Rhode Island
$279K +$279K +1,991 New
JIC
235
Joel Isaacson & Co
New York
$278K – – –
Citadel Advisors
236
Citadel Advisors
Florida
$277K -$2.44M -17,568 -90%
MOS
237
MGO One Seven
Ohio
$277K +$17.8K +122 +7%
OPS
238
Orion Portfolio Solutions
Nebraska
$276K +$63.3K +455 +30%
WLIM
239
White Lighthouse Investment Management
Massachusetts
$274K +$26.9K +193 +11%
PCM
240
Poehling Capital Management
Wisconsin
$271K – – –
SIAP
241
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$271K +$13.9K +100 +5%
EGWAG
242
Elwood & Goetz Wealth Advisory Group
Georgia
$266K – – –
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$264K – – –
EH
244
Equitable Holdings
New York
$262K +$36K +259 +16%
FCA
245
FLC Capital Advisors
California
$262K +$262K +1,880 New
CBFP
246
Cedar Brook Financial Partners
Ohio
$261K +$22.7K +163 +10%
LIM
247
Leavell Investment Management
Alabama
$259K +$18.4K +131 +8%
PP
248
Patten & Patten
Tennessee
$259K +$29.2K +210 +13%
AWM
249
Aevitas Wealth Management
Massachusetts
$256K – – –
SI
250
Stephens Inc
Arkansas
$255K -$9.72K -70 -4%
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