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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 %
CAG
251
Curtis Advisory Group
California
$225K – – –
MC
252
Moors & Cabot
Massachusetts
$224K – – –
TNB
253
TCF National Bank
South Dakota
$216K -$23.6K -168 -10%
EH
254
Equitable Holdings
New York
$211K +$211K +1,505 New
DI
255
DAGCO Inc
Ohio
$208K -$55.5K -395 -21%
BRC
256
BHF RG Capital
Arizona
$207K +$207K +1,492 New
OC
257
Oppenheimer & Co
New York
$206K +$206K +1,465 New
OPS
258
Orion Portfolio Solutions
Nebraska
$205K -$126K -896 -38%
Kovitz Investment Group Partners
259
Kovitz Investment Group Partners
Illinois
$202K +$202K +1,438 New
ACP
260
Ashfield Capital Partners
California
$201K +$201K +1,430 New
William Blair & Company
261
William Blair & Company
Illinois
$196K +$5.21K +37 +3%
RIM
262
Rockbridge Investment Management
New York
$184K +$10.8K +77 +6%
FPB
263
First PREMIER Bank
South Dakota
$182K +$36.6K +260 +25%
SPIA
264
Steward Partners Investment Advisory
New York
$175K +$9.13K +65 +5%
ETC
265
Exchange Traded Concepts
Oklahoma
$174K -$361K -2,562 -67%
FHA
266
First Horizon Advisors
Tennessee
$174K +$160K +1,140 +1,140%
NSIM
267
North Star Investment Management
Illinois
$172K -$2.4K -17 -1%
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$168K +$168K +1,193 New
SWM
269
Selective Wealth Management
Virginia
$165K -$122K -868 -43%
JPMorgan Chase & Co
270
JPMorgan Chase & Co
New York
$160K +$5.77K +41 +4%
BWM
271
BerganKDV Wealth Management
Minnesota
$158K – – –
MCC
272
Money Concepts Capital
Florida
$157K – – –
Lazard Asset Management
273
Lazard Asset Management
New York
$153K – – –
WT
274
Whittier Trust
California
$153K – – –
EIP
275
Ellis Investment Partners
Pennsylvania
$152K +$1.13K +8 +0.7%
9 10
11
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