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Vanguard Utilities ETF
VPU

Overview Fund Activity

368 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
44
Increased
122
Reduced
113
Closed
42
Calls
$6.89M
Puts
$3.15M
Net Calls
+$3.74M
Net Calls Change
+$5.3M

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$31.8M
2
AIC
Ameritas Investment Company
Nebraska
$9.71M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$148M
4
PCA
Personal Capital Advisors
California
$35.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.9M

Top Sellers

1
LPL Financial
LPL Financial
California
$52.3M
2
Bank of America
Bank of America
North Carolina
$51.5M
3
FIM
Freedom Investment Management
Connecticut
$16.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.6M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$150K – – –
CIA
277
Choate Investment Advisors
Massachusetts
$145K – – –
TIM
278
Tortoise Investment Management
New York
$141K – – –
NSB
279
Norway Savings Bank
Maine
$138K – – –
CCM
280
Covington Capital Management
California
$135K – – –
PCFFS
281
Pacific Center for Financial Services
California
$129K – – –
GC
282
Grace Capital
Massachusetts
$124K +$2.81K +20 +2%
CAL
283
Capital Advisors Ltd
Ohio
$122K – – –
EVM
284
Eaton Vance Management
Massachusetts
$122K +$122K +870 New
AWM
285
Atticus Wealth Management
Florida
$117K -$14.1K -100 -11%
PCIA
286
Prime Capital Investment Advisors
Kansas
$107K -$98.4K -700 -48%
Kayne Anderson Rudnick Investment Management
287
Kayne Anderson Rudnick Investment Management
California
$100K – – –
TCWA
288
Ten Capital Wealth Advisors
Washington
$98K – – –
CB
289
Community Bank
New York
$96K -$50.1K -355 -34%
EW
290
Evoke Wealth
California
$90K +$5.79K +41 +7%
RWB
291
RMR Wealth Builders
New Jersey
$89K +$89K +631 New
S
292
SignatureFD
Georgia
$84K -$21.6K -154 -20%
BAM
293
Bellevue Asset Management
Washington
$84K – – –
BW
294
Bison Wealth
Georgia
$84K +$141 +1 +0.2%
First Manhattan
295
First Manhattan
New York
$79K – – –
BWA
296
BDO Wealth Advisors
Florida
$77K – – –
JGIA
297
Jackson Grant Investment Advisers
Connecticut
$75K +$565 +4 +0.8%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$74K +$1.56K +11 +2%
JFA
299
JNBA Financial Advisors
Minnesota
$70K -$14.1K -100 -17%
VNA
300
Valley National Advisers
Pennsylvania
$70K – – –
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