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Vanguard Utilities ETF
VPU

Overview Fund Activity

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

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$47.1M
2
SS
Simplicity Solutions
Minnesota
$17.7M
3
AWM
AE Wealth Management
Kansas
$18.6M
4
Truist Financial
Truist Financial
North Carolina
$15.7M
5
UBS Group
UBS Group
Switzerland
$34.7M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$82M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$371K
4
BCP
Berkeley Capital Partners
Georgia
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
301
Sandy Spring Bank
Maryland
$14K – – –
AAP
302
Arax Advisory Partners
Colorado
$14K +$123 +1 +0.9%
VFA
303
Valeo Financial Advisors
Indiana
$13K +$13K +95 New
FANJ
304
Financial Architects (New Jersey)
New Jersey
$12K – – –
FHA
305
First Horizon Advisors
Tennessee
$12K – – –
APWM
306
Atlas Private Wealth Management
New York
$12K – – –
GSWM
307
Golden State Wealth Management
California
$12K +$12K +100 New
CAN
308
Claraphi Advisory Network
United States
$12K +$12K +100 New
JHCP
309
Jackson Hole Capital Partners
Oklahoma
$11K -$454K -3,635 -98%
SWM
310
Sugarloaf Wealth Management
Georgia
$10K – – –
WCG
311
Weaver Consulting Group
California
$10K – – –
CAL
312
Capital Analysts LLC
Pennsylvania
$9K -$19.5K -154 -68%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.17K +$5.73K +47 +235%
TC
314
Trust Company
Kansas
$7K – – –
ME
315
McIlrath & Eck
Washington
$7K – – –
PWMG
316
Prestige Wealth Management Group
New Jersey
$7K – – –
WB
317
West Bancorporation
Iowa
$7K – – –
AF
318
Allworth Financial
California
$6K – – –
LWANC
319
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
BAMG
320
Brand Asset Management Group
Missouri
$6K – – –
TFS
321
TrustCore Financial Services
Tennessee
$5K – – –
SFSG
322
Stearns Financial Services Group
North Carolina
$5K +$5K +40 New
FNC
323
First National Corp
Massachusetts
$4K -$1.07K -5,761 -21%
GWS
324
Glassman Wealth Services
Virginia
$4K – – –
AP
325
Advisors Preferred
Maryland
$3K -$15.7K -136 -84%
11 12
13
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