VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

337 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
105
Reduced
89
Closed
24
Calls
$8.17M
Puts
$1.81M
Net Calls
+$6.36M
Net Calls Change
+$3.17M

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.13M
3
Truist Financial
Truist Financial
North Carolina
+$3.83M
4
Morgan Stanley
Morgan Stanley
New York
+$3.73M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.1M
3
M&T Bank
M&T Bank
New York
-$7.8M
4
Jane Street
Jane Street
New York
-$7.23M
5
CS
Comerica Securities
Michigan
-$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
326
TrustCore Financial Services
Tennessee
$6K – – –
GWS
327
Glassman Wealth Services
Virginia
$5K – – –
AIA
328
Armor Investment Advisors
North Carolina
$3K -$4.91K -36 -62%
WQ
329
Wealth Quarterback
New Jersey
$2.99K +$2.99K +21 New
SWA
330
Sutton Wealth Advisors
Florida
$2.86K – – –
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.86K – – –
PG
332
Proffitt & Goodson
Tennessee
$2K – – –
DSC
333
Duncker Streett & Co
Missouri
$2K +$2K +13 New
CHAM
334
Clear Harbor Asset Management
Connecticut
$1.57K +$1.57K +11 New
AWM
335
Avior Wealth Management
Nebraska
$1K – – –
PCG
336
Private Capital Group
Connecticut
$1K – – –
HIA
337
Harbor Investment Advisory
Maryland
$1K +$1K +5 New
TFA
338
Transamerica Financial Advisors
Florida
$1K +$1K +5 New
M&T Bank
339
M&T Bank
New York
– -$7.8M -54,299 Closed
Jane Street
340
Jane Street
New York
– -$7.23M -50,346 Closed
VC
341
Vicus Capital
Pennsylvania
– -$4.47M -31,108 Closed
VAM
342
Verity Asset Management
North Carolina
– -$3.21M -22,317 Closed
QA
343
Quantitative Advantage
Minnesota
– -$1.82M -12,662 Closed
Bank of Nova Scotia
344
Bank of Nova Scotia
Ontario, Canada
– -$1.41M -9,805 Closed
FFS
345
Founders Financial Securities
Maryland
– -$1.03M -7,150 Closed
AWA
346
Arete Wealth Advisors
Illinois
– -$892K -6,212 Closed
PIP
347
Peachtree Investment Partners
Florida
– -$884K -6,153 Closed
USGIU
348
U.S. Global Investors (USGI)
Texas
– -$431K -3,000 Closed
UBS AM
349
UBS AM
Illinois
– -$412K -2,867 Closed
SFS
350
Summit Financial Strategies
Ohio
– -$231K -1,607 Closed
11 12 13
14
15