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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 %
AIA
326
Armor Investment Advisors
North Carolina
$3K – – –
WQ
327
Wealth Quarterback
New Jersey
$2.57K – – –
SWA
328
Sutton Wealth Advisors
Florida
$2.44K – – –
WA
329
WBH Advisory
Maryland
$2.43K -$16 -128 -0.6%
BFEC
330
Benjamin F. Edwards & Company
Missouri
$2K -$315K -3,152 -99%
VCP
331
Verus Capital Partners
Arizona
$2K -$45.2K -452 -96%
DSC
332
Duncker Streett & Co
Missouri
$2K – – –
PCG
333
Private Capital Group
Connecticut
$1K – – –
PG
334
Proffitt & Goodson
Tennessee
$1K – – –
IA
335
IndexIQ Advisors
New York
$1K +$1K +5 New
Bank of Montreal
336
Bank of Montreal
Ontario, Canada
– -$31.4M -219,670 Closed
BCP
337
Berkeley Capital Partners
Georgia
– -$7.91M -55,357 Closed
OCM
338
Orser Capital Management
Texas
– -$2.19M -15,395 Closed
NCM
339
Niemann Capital Management
Nevada
– -$2.07M -14,511 Closed
AFP
340
Ausdal Financial Partners
Iowa
– -$1.85M -12,267 Closed
JWCA
341
J.W. Cole Advisors
Florida
– -$1.59M -11,120 Closed
Cetera Investment Advisers
342
Cetera Investment Advisers
Illinois
– -$1.19M -8,288 Closed
BAC
343
Boys Arnold & Co
North Carolina
– -$857K -6,000 Closed
ECM
344
ExodusPoint Capital Management
New York
– -$803K -5,620 Closed
RIA
345
Regal Investment Advisors
Michigan
– -$731K -5,115 Closed
RFN
346
RDA Financial Network
Iowa
– -$640K -4,234 Closed
CB
347
Commerce Bank
Missouri
– -$473K -3,311 Closed
PFS
348
Prospera Financial Services
Texas
– -$407K -2,849 Closed
IF
349
Insight Folios
North Carolina
– -$309K -2,160 Closed
CIBC World Market
350
CIBC World Market
Ontario, Canada
– -$288K -2,013 Closed
12 13
14
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