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Vanguard Utilities ETF
VPU

Overview Fund Activity

334 hedge funds and large institutions have $981M invested in Vanguard Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
41
Increased
106
Reduced
111
Closed
42
Calls
$3.74M
Puts
$1.71M
Net Calls
+$2.04M
Net Calls Change
-$4.33M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$47.1M
2
SS
Simplicity Solutions
Minnesota
$17.7M
3
AWM
AE Wealth Management
Kansas
$18.6M
4
Truist Financial
Truist Financial
North Carolina
$15.7M
5
UBS Group
UBS Group
Switzerland
$34.7M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$82M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$371K
4
BCP
Berkeley Capital Partners
Georgia
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Atticus Wealth Management
Florida
$113K – – –
PCFFS
252
Pacific Center for Financial Services
California
$112K – – –
BWA
253
BDO Wealth Advisors
Florida
$107K – – –
CAL
254
Capital Advisors Ltd
Ohio
$106K – – –
FP
255
Financial Perspectives
Minnesota
$93.4K +$40.6K +333 +77%
RFWA
256
RPg Family Wealth Advisory
Massachusetts
$91.4K -$6.58K -54 -7%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$85K – – –
DCM
258
Davis Capital Management
Florida
$81K +$81K +664 New
FGAM
259
Financial Gravity Asset Management
Texas
$78.4K -$21.2K -207 -21%
William Blair & Company
260
William Blair & Company
Illinois
$78K -$15.5K -127 -17%
BW
261
Bison Wealth
Georgia
$78K -$13.8K -113 -15%
BAM
262
Bellevue Asset Management
Washington
$78K -$9.75K -75 -11%
EW
263
Evoke Wealth
California
$72.7K +$72.7K +596 New
SFG
264
Sowa Financial Group
Rhode Island
$70K – – –
SFS
265
Sowell Financial Services
Arkansas
$68K +$5.46K +45 +9%
S
266
SignatureFD
Georgia
$65K +$30K +245 +86%
JGIA
267
Jackson Grant Investment Advisers
Connecticut
$63K +$368 +3 +0.6%
FNBOSM
268
First National Bank of South Miami
Florida
$57K – – –
AIP
269
Ameritas Investment Partners
Nebraska
$55K +$1.8K +15 +3%
TWA
270
TCI Wealth Advisors
Arizona
$55K +$15.1K +123 +38%
AT
271
Arden Trust
Delaware
$55K +$55K +455 New
DWM
272
Darwin Wealth Management
Florida
$50K +$50K +411 New
JCM
273
Jacobi Capital Management
Pennsylvania
$49K +$366 +3 +0.8%
HNB
274
Huntington National Bank
Ohio
$43K -$39K – –
KTC
275
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
9 10
11
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