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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
+$15.5M
2
AIC
Ameritas Investment Company
Nebraska
+$8.93M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.87M
4
PCA
Personal Capital Advisors
California
+$5.72M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.92M

Top Sellers

1
LPL Financial
LPL Financial
California
-$11.5M
2
Bank of America
Bank of America
North Carolina
-$9.75M
3
FIM
Freedom Investment Management
Connecticut
-$9.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.87M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
326
Grandview Asset Management
Pennsylvania
$29K +$29K +204 New
CIA
327
Cascade Investment Advisors
Oregon
$28.1K – – –
DWP
328
Destiny Wealth Partners
Florida
$28K -$2.79K -20 -9%
LWM
329
Liberty Wealth Management
California
$28K – – –
FNBOSM
330
First National Bank of South Miami
Florida
$27K – – –
TWA
331
TCI Wealth Advisors
Arizona
$25K – – –
AWA
332
Arkadios Wealth Advisors
Georgia
$24K +$4.33K +31 +22%
RF
333
Robbins Farley
New Hampshire
$23K +$429 +3 +2%
IBOK
334
Independence Bank of Kentucky
Kentucky
$21K +$2.16K +15 +11%
FWP
335
FAS Wealth Partners
Kansas
$20K +$143 +1 +0.7%
FFA
336
Freedman Financial Associates
Massachusetts
$18K – – –
CI
337
CX Institutional
Indiana
$17K +$17K +123 New
TPCW
338
TD Private Client Wealth
New York
$15.7K +$15.7K +112 New
CA
339
Clearstead Advisors
Ohio
$15K – – –
AIC
340
Archer Investment Corporation
Indiana
$14.3K +$140 +1 +1%
SL
341
Savior LLC
Massachusetts
$14K +$14K +100 New
VBCG
342
Valley Brook Capital Group
Pennsylvania
$14K +$14K +100 New
GI
343
Gradient Investments
Minnesota
$13K -$32.3K -226 -71%
EI
344
Ellevest Inc
New York
$12K – – –
CP
345
Corbenic Partners
Pennsylvania
$12K +$12K +87 New
TVWM
346
Tower View Wealth Management
Wisconsin
$10K -$52K -364 -84%
HF
347
Halpern Financial
Virginia
$9.13K – – –
PWMG
348
Prestige Wealth Management Group
New Jersey
$8K – – –
TC
349
Trust Company
Kansas
$8K – – –
ME
350
McIlrath & Eck
Washington
$8K – – –
12 13
14
15 16