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Vanguard Utilities ETF
VPU

Overview Fund Activity

375 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
145
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$28.9M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$9.51M
3
HF
HRT Financial
New York
+$5.26M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.79M
5
SWA
Stratos Wealth Advisors
Ohio
+$4.2M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
-$454M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.9M
3
FP
Financial Perspectives
Minnesota
-$14.8M
4
FIM
Freedom Investment Management
Connecticut
-$13.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
251
Westwood Holdings Group
Texas
$235K – – –
CWM
252
Cabot Wealth Management
Massachusetts
$232K – – –
PP
253
Patten & Patten
Tennessee
$229K +$7.21K +52 +3%
GT
254
Glenmede Trust
Pennsylvania
$228K – – –
SCI
255
Stableford Capital II
Arizona
$225K – – –
EH
256
Equitable Holdings
New York
$225K +$16.5K +119 +8%
MC
257
Moors & Cabot
Massachusetts
$222K – – –
CAG
258
Curtis Advisory Group
California
$222K – – –
CSPIA
259
Cary Street Partners Investment Advisory
Virginia
$217K +$217K +1,565 New
WIA
260
World Investment Advisors
California
$216K -$1.39K -10 -0.6%
TSS
261
Two Sigma Securities
New York
$214K -$203K -1,461 -49%
BRC
262
BHF RG Capital
Arizona
$213K +$6.51K +47 +3%
OPS
263
Orion Portfolio Solutions
Nebraska
$212K +$9.56K +69 +5%
AF
264
Advisornet Financial
Minnesota
$210K -$33K -238 -14%
ACP
265
Aveo Capital Partners
Colorado
$210K +$210K +1,517 New
SAS
266
Stelac Advisory Services
New York
$206K -$27.6K -199 -12%
William Blair & Company
267
William Blair & Company
Illinois
$206K +$12.9K +93 +7%
FI
268
Financial Insights
Washington
$203K +$203K +146 New
FHA
269
First Horizon Advisors
Tennessee
$195K +$23.3K +168 +14%
FPB
270
First PREMIER Bank
South Dakota
$179K – – –
RIM
271
Rockbridge Investment Management
New York
$177K -$5.71K -41 -3%
NSIM
272
North Star Investment Management
Illinois
$171K +$1.25K +9 +0.7%
Bessemer Group
273
Bessemer Group
New Jersey
$169K +$169K +1,220 New
BWM
274
BerganKDV Wealth Management
Minnesota
$159K +$2.22K +16 +1%
SPIA
275
Steward Partners Investment Advisory
New York
$157K -$16.3K -117 -9%
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