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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 %
SFS
251
Summit Financial Strategies
Ohio
$221K – – –
WIA
252
World Investment Advisors
California
$220K -$1.24K -9 -0.6%
MC
253
Moors & Cabot
Massachusetts
$220K – – –
PP
254
Patten & Patten
Tennessee
$220K +$220K +1,600 New
CAG
255
Curtis Advisory Group
California
$220K +$220K +1,600 New
ICG
256
InterOcean Capital Group
Tennessee
$210K +$210K +1,532 New
Northern Trust
257
Northern Trust
Illinois
$208K +$208K +1,516 New
CCM
258
Coldstream Capital Management
Washington
$206K +$206K +1,504 New
PCIA
259
Prime Capital Investment Advisors
Kansas
$200K +$1.92K +14 +1%
SIAP
260
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$199K +$24K +175 +14%
William Blair & Company
261
William Blair & Company
Illinois
$186K -$19.4K -141 -9%
NSIM
262
North Star Investment Management
Illinois
$170K -$24.2K -176 -12%
RIM
263
Rockbridge Investment Management
New York
$170K – – –
US Bancorp
264
US Bancorp
Minnesota
$169K +$274 +2 +0.2%
SPIA
265
Steward Partners Investment Advisory
New York
$162K +$274 +2 +0.2%
SIAG
266
Safeguard Investment Advisory Group
California
$157K +$157K +1,149 New
BWM
267
BerganKDV Wealth Management
Minnesota
$155K +$1.51K +11 +1%
MCC
268
Money Concepts Capital
Florida
$154K +$154K +1,121 New
JPMorgan Chase & Co
269
JPMorgan Chase & Co
New York
$150K -$29K -212 -16%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$150K – – –
WT
271
Whittier Trust
California
$150K – – –
Lazard Asset Management
272
Lazard Asset Management
New York
$150K – – –
EIP
273
Ellis Investment Partners
Pennsylvania
$147K +$1.51K +11 +1%
CIA
274
Choate Investment Advisors
Massachusetts
$142K – – –
CB
275
Community Bank
New York
$142K – – –
9 10
11
12 13