VPU icon

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 %
CPFP
301
Clear Perspectives Financial Planning
Ohio
$63K -$560 -4 -0.9%
JHCP
302
Jackson Hole Capital Partners
Oklahoma
$62K -$291K -2,060 -82%
NFSG
303
Newbridge Financial Services Group
Florida
$59K +$1.27K +9 +2%
PA
304
Perennial Advisors
New York
$58K – – –
JCM
305
Jacobi Capital Management
Pennsylvania
$58K +$280 +2 +0.5%
SSB
306
Sandy Spring Bank
Maryland
$56K – – –
LCM
307
Logan Capital Management
Pennsylvania
$56K +$56K +400 New
CFFP
308
Center for Financial Planning
Michigan
$53K – – –
IA
309
IFP Advisors
Florida
$51K -$43.7K -312 -46%
AIP
310
Ameritas Investment Partners
Nebraska
$49K +$7.84K +56 +19%
ST
311
Smithfield Trust
Pennsylvania
$46K – – –
GWSG
312
GPS Wealth Strategies Group
Colorado
$42K +$42K +300 New
ACM
313
Allred Capital Management
Texas
$41.2K +$41.2K +294 New
KTC
314
Kistler-Tiffany Companies
Pennsylvania
$41K – – –
WP
315
WealthShield Partners
North Carolina
$39K +$39K +275 New
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$35K – – –
LWANC
317
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K – – –
SWA
318
SOA Wealth Advisors
New York
$33K – – –
FCA
319
FinTrust Capital Advisors
South Carolina
$33K – – –
RPCA
320
Running Point Capital Advisors
California
$33K – – –
RCA
321
Ranch Capital Advisors
Florida
$33K +$140 +1 +0.4%
EDRH
322
Edmond de Rothschild Holding
Switzerland
$31K – – –
CHC
323
City Holding Co
West Virginia
$31K +$2.56K +18 +9%
DOA
324
D'Orazio & Associates
Virginia
$29K – – –
FA
325
Faithward Advisors
Pennsylvania
$29K +$18.1K +130 +167%
11 12
13
14 15