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Vanguard Utilities ETF
VPU

Overview Fund Activity

337 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
105
Reduced
89
Closed
24
Calls
$8.17M
Puts
$1.81M
Net Calls
+$6.36M
Net Calls Change
+$3.17M

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.13M
3
Truist Financial
Truist Financial
North Carolina
+$3.83M
4
Morgan Stanley
Morgan Stanley
New York
+$3.73M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.1M
3
M&T Bank
M&T Bank
New York
-$7.8M
4
Jane Street
Jane Street
New York
-$7.23M
5
CS
Comerica Securities
Michigan
-$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
276
Jackson Grant Investment Advisers
Connecticut
$73K +$1.15K +8 +2%
ACM
277
Allred Capital Management
Texas
$72.7K +$72.7K +509 New
FNBOSM
278
First National Bank of South Miami
Florida
$67K – – –
VCP
279
Verus Capital Partners
Arizona
$67K +$67K +472 New
AIP
280
Ameritas Investment Partners
Nebraska
$63K -$64.6K -455 -51%
FP
281
Financial Perspectives
Minnesota
$61.9K +$61.9K +433 New
JCM
282
Jacobi Capital Management
Pennsylvania
$57K +$857 +6 +2%
RCA
283
Ranch Capital Advisors
Florida
$50K +$50K +353 New
TWA
284
TCI Wealth Advisors
Arizona
$47K +$21.8K +151 +86%
ST
285
Smithfield Trust
Pennsylvania
$46K – – –
TVWM
286
Tower View Wealth Management
Wisconsin
$43K +$566 +4 +1%
KTC
287
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
S
288
SignatureFD
Georgia
$41K -$8.63K -60 -17%
HNB
289
Huntington National Bank
Ohio
$39K -$53K – –
QAM
290
QCI Asset Management
New York
$39K – – –
PMFA
291
Plante Moran Financial Advisors
Michigan
$38K -$10.1K -71 -21%
LFG
292
LifePlan Financial Group
Ohio
$36K +$36K +249 New
CMBA
293
C.M. Bidwell & Associates
Hawaii
$34K – – –
FCA
294
FinTrust Capital Advisors
South Carolina
$33K – – –
CAL
295
Capital Analysts LLC
Pennsylvania
$32K +$32K +225 New
EIP
296
Ellis Investment Partners
Pennsylvania
$30K +$10K +71 +50%
CHC
297
City Holding Co
West Virginia
$29K – – –
CIA
298
Cascade Investment Advisors
Oregon
$28.6K – – –
LWM
299
Liberty Wealth Management
California
$28K +$28K +199 New
LFG
300
Larson Financial Group
Missouri
$27K +$27K +192 New
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