VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

371 hedge funds and large institutions have $1.14B invested in Vanguard Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
69
Increased
111
Reduced
107
Closed
25
Calls
$4.91M
Puts
$6.47M
Net Calls
-$1.56M
Net Calls Change
-$1.41M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$61.2M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$137M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$85M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.9M
5
FIM
Freedom Investment Management
Connecticut
$25.1M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$521K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16M
3
Ameriprise
Ameriprise
Minnesota
$8.08M
4
Bank of America
Bank of America
North Carolina
$59.8M
5
MSU
Mizuho Securities USA
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
276
Choate Investment Advisors
Massachusetts
$142K – – –
TIM
277
Tortoise Investment Management
New York
$137K – – –
CG
278
Cutler Group
California
$137K +$27.4K +200 +25%
NSB
279
Norway Savings Bank
Maine
$134K – – –
CCM
280
Covington Capital Management
California
$131K – – –
AWM
281
Atticus Wealth Management
Florida
$128K – – –
D
282
Diversified
Delaware
$127K +$127K +981 New
PCFFS
283
Pacific Center for Financial Services
California
$126K – – –
CAL
284
Capital Advisors Ltd
Ohio
$120K – – –
GC
285
Grace Capital
Massachusetts
$118K -$5.48K -40 -4%
FP
286
Financial Perspectives
Minnesota
$105K – – –
S
287
SignatureFD
Georgia
$103K +$2.6K +19 +3%
Kayne Anderson Rudnick Investment Management
288
Kayne Anderson Rudnick Investment Management
California
$97K – – –
TCWA
289
Ten Capital Wealth Advisors
Washington
$96K +$96K +699 New
IA
290
IFP Advisors
Florida
$91K -$1.21K -9 -1%
BAM
291
Bellevue Asset Management
Washington
$83K – – –
BW
292
Bison Wealth
Georgia
$82K – – –
EW
293
Evoke Wealth
California
$82K – – –
JFA
294
JNBA Financial Advisors
Minnesota
$82K +$52.4K +380 +177%
SFG
295
Sowa Financial Group
Rhode Island
$78K – – –
First Manhattan
296
First Manhattan
New York
$77K – – –
BWA
297
BDO Wealth Advisors
Florida
$75K -$13.6K -100 -15%
JGIA
298
Jackson Grant Investment Advisers
Connecticut
$72K +$683 +5 +1%
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
$69K +$66.2K +491 +2,338%
VNA
300
Valley National Advisers
Pennsylvania
$69K +$69K +500 New
10 11
12
13 14