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Vanguard Utilities ETF

334 hedge funds and large institutions have $981M invested in Vanguard Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
41
Increased
106
Reduced
111
Closed
42
Calls
$3.74M
Puts
$1.71M
Net Calls
+$2.04M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
276
Plante Moran Financial Advisors
Michigan
$41K +$8.3K +68 +25%
ST
277
Smithfield Trust
Pennsylvania
$40K
GI
278
Gradient Investments
Minnesota
$39K +$28.2K +229 +260%
RDWM
279
Red Door Wealth Management
Tennessee
$38K +$38K +319 New
TVWM
280
Tower View Wealth Management
Wisconsin
$37K +$362 +3 +1%
KPW
281
Kore Private Wealth
New York
$33K -$125K -1,037 -79%
AA
282
Advisory Alpha
Michigan
$32.2K -$857K -6,750 -96%
AssetMark Inc
283
AssetMark Inc
California
$32K +$11.6K +96 +57%
Bessemer Group
284
Bessemer Group
New Jersey
$32K +$32K +260 New
RCA
285
Ranch Capital Advisors
Florida
$31K -$12.1K -99 -28%
CTC
286
Central Trust Company
Missouri
$31K +$31K +253 New
LFG
287
LifePlan Financial Group
Ohio
$30K
FCA
288
FinTrust Capital Advisors
South Carolina
$28K
JFA
289
JNBA Financial Advisors
Minnesota
$26K +$26K +215 New
CIA
290
Cascade Investment Advisors
Oregon
$24.4K
QAM
291
QCI Asset Management
New York
$24K -$9.09K -75 -27%
CHC
292
City Holding Co
West Virginia
$24K
LWM
293
Liberty Wealth Management
California
$24K +$120 +1 +0.5%
EIP
294
Ellis Investment Partners
Pennsylvania
$21K -$3.33K -29 -14%
FA
295
Faithward Advisors
Pennsylvania
$21K
US Bancorp
296
US Bancorp
Minnesota
$20K +$476 +4 +2%
MWM
297
MBE Wealth Management
Wisconsin
$20K +$20K +171 New
HI
298
Hudock Inc
Pennsylvania
$18K +$118 +1 +0.7%
DOA
299
D'Orazio & Associates
Virginia
$17K -$334K -2,808 -95%
VCM
300
Vigilant Capital Management
Maine
$16K +$16K +135 New