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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 %
VNA
301
Valley National Advisers
Pennsylvania
$69K +$69K +500 New
CPFP
302
Clear Perspectives Financial Planning
Ohio
$62K +$62K +454 New
TVWM
303
Tower View Wealth Management
Wisconsin
$60K +$16.9K +122 +39%
JCM
304
Jacobi Capital Management
Pennsylvania
$57K +$690 +5 +1%
PA
305
Perennial Advisors
New York
$57K +$57K +412 New
NFSG
306
Newbridge Financial Services Group
Florida
$56K -$8.74K -64 -14%
SSB
307
Sandy Spring Bank
Maryland
$55K +$18.7K +137 +52%
CFFP
308
Center for Financial Planning
Michigan
$51K +$51K +375 New
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$48K +$48K +350 New
ST
310
Smithfield Trust
Pennsylvania
$45K – – –
GI
311
Gradient Investments
Minnesota
$41K – – –
AIP
312
Ameritas Investment Partners
Nebraska
$40K -$20.4K -150 -34%
KTC
313
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$15.7K +114 +86%
LWANC
315
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K +$27.2K +200 +400%
RPCA
316
Running Point Capital Advisors
California
$33K +$33K +237 New
SWA
317
SOA Wealth Advisors
New York
$33K +$33K +240 New
FCA
318
FinTrust Capital Advisors
South Carolina
$32K – – –
RCA
319
Ranch Capital Advisors
Florida
$32K +$272 +2 +0.9%
KC
320
Kinloch Capital
Virginia
$32K +$32K +230 New
EDRH
321
Edmond de Rothschild Holding
Switzerland
$31K – – –
DWP
322
Destiny Wealth Partners
Florida
$30K +$30K +221 New
LWM
323
Liberty Wealth Management
California
$28K +$137 +1 +0.5%
DOA
324
D'Orazio & Associates
Virginia
$28K +$276 +2 +1%
CIA
325
Cascade Investment Advisors
Oregon
$27.4K – – –
11 12
13
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