VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

293 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+7
Holders Change %
+2.45%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
33
Increased
96
Reduced
74
Closed
25
Calls
$5.86M
Puts
$2.67M
Net Calls
+$3.19M
Net Calls Change
+$2.73M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
TF
2
TIAA FSB
Florida
$22.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$28.4M
4
LPL Financial
4
LPL Financial
California
$65.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.2M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
UFF
3
USA Financial Formulas
Michigan
$0
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$181M
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
276
Weaver Consulting Group
California
$11K – – –
PWMG
277
Prestige Wealth Management Group
New Jersey
$9K – – –
TC
278
Trust Company
Kansas
$8K – – –
AIA
279
Armor Investment Advisors
North Carolina
$8K – – –
ME
280
McIlrath & Eck
Washington
$8K – – –
BAMG
281
Brand Asset Management Group
Missouri
$8K – – –
GI
282
Gradient Investments
Minnesota
$7K – – –
AIM
283
Advantage Investment Management
Iowa
$7K – – –
LWANC
284
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
TFS
285
TrustCore Financial Services
Tennessee
$6K – – –
AF
286
Allworth Financial
California
$5K – – –
GWS
287
Glassman Wealth Services
Virginia
$5K – – –
JFGIW
288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$4K +29 New
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.87K – – –
SWA
290
Sutton Wealth Advisors
Florida
$2.87K – – –
PG
291
Proffitt & Goodson
Tennessee
$2K – – –
PCG
292
Private Capital Group
Connecticut
$1K -$200K -2,000 -100%
FWM
293
Focused Wealth Management
New York
$1K – – –
AWM
294
Avior Wealth Management
Nebraska
$1K – – –
GT
295
Glenmede Trust
Pennsylvania
$135 -$14 -100 -10%
RWA
296
Redhawk Wealth Advisors
Minnesota
– -$9.15M -68,828 Closed
UFF
297
USA Financial Formulas
Michigan
– -$7.02M -54,198 Closed
MPM
298
Meritage Portfolio Management
Kansas
– -$3.83M -28,803 Closed
FIG
299
FundX Investment Group
California
– -$3.67M -27,592 Closed
TFA
300
Transamerica Financial Advisors
Florida
– -$2.5M -18,779 Closed
9 10 11
12
13