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Vanguard Utilities ETF
VPU

Overview Fund Activity

337 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
105
Reduced
89
Closed
24
Calls
$8.17M
Puts
$1.81M
Net Calls
+$6.36M
Net Calls Change
+$3.17M

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.13M
3
Truist Financial
Truist Financial
North Carolina
+$3.83M
4
Morgan Stanley
Morgan Stanley
New York
+$3.73M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.1M
3
M&T Bank
M&T Bank
New York
-$7.8M
4
Jane Street
Jane Street
New York
-$7.23M
5
CS
Comerica Securities
Michigan
-$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$161K -$572 -4 -0.4%
SPIA
252
Steward Partners Investment Advisory
New York
$159K +$16.7K +117 +12%
BWM
253
BerganKDV Wealth Management
Minnesota
$156K +$2.29K +16 +1%
MWM
254
Maltin Wealth Management
New Jersey
$153K +$153K +1,070 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$150K – – –
FPB
256
First PREMIER Bank
South Dakota
$148K – – –
FHA
257
Flagship Harbor Advisors
Massachusetts
$145K -$5.28K -37 -4%
TIM
258
Tortoise Investment Management
New York
$143K – – –
NSB
259
Norway Savings Bank
Maine
$140K – – –
CCM
260
Covington Capital Management
California
$137K – – –
AWM
261
Atticus Wealth Management
Florida
$133K +$133K +930 New
PCFFS
262
Pacific Center for Financial Services
California
$131K – – –
BWA
263
BDO Wealth Advisors
Florida
$125K -$10K -70 -7%
CAL
264
Capital Advisors Ltd
Ohio
$124K – – –
GT
265
Glenmede Trust
Pennsylvania
$120K -$14.2K -100 -11%
OPS
266
Orion Portfolio Solutions
Nebraska
$119K +$119K +832 New
RFWA
267
RPg Family Wealth Advisory
Massachusetts
$115K – – –
HWM
268
Howard Wealth Management
Connecticut
$112K +$112K +790 New
William Blair & Company
269
William Blair & Company
Illinois
$110K +$23.1K +161 +27%
BW
270
Bison Wealth
Georgia
$107K +$107K +752 New
PFBT
271
Parkside Financial Bank & Trust
Missouri
$100K +$100K +699 New
BAM
272
Bellevue Asset Management
Washington
$96K +$96K +675 New
RIA
273
Realta Investment Advisors
Delaware
$85K +$56.4K +400 +197%
SFG
274
Sowa Financial Group
Rhode Island
$82K +$82K +571 New
SFS
275
Sowell Financial Services
Arkansas
$74K +$28.7K +200 +63%
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