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Vanguard Utilities ETF
VPU

Overview Fund Activity

432 hedge funds and large institutions have $1.52B invested in Vanguard Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 154 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+52
Holders Change %
+13.68%
% of All Funds
6.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
93
Increased
154
Reduced
87
Closed
33
Calls
$5.67M
Puts
$2.58M
Net Calls
+$3.09M
Net Calls Change
+$2.86M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$37.3M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.4M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$11.1M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.73M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$52.9M
2
Citigroup
Citigroup
New York
-$50.8M
3
JWCA
J.W. Cole Advisors
Florida
-$16.3M
4
HF
HRT Financial
New York
-$4.32M
5
GB
Gunma Bank
Japan
-$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
326
Covington Capital Management
California
$150K – – –
PCFFS
327
Pacific Center for Financial Services
California
$144K – – –
CPA
328
Cardiff Park Advisors
California
$143K +$143K +912 New
EVM
329
Eaton Vance Management
Massachusetts
$136K – – –
NF
330
Norwood Financial
Pennsylvania
$136K +$136K +871 New
KCM
331
KRS Capital Management
Michigan
$135K +$135K +868 New
Koshinski Asset Management
332
Koshinski Asset Management
Illinois
$133K – – –
SWM
333
Selective Wealth Management
Virginia
$126K +$1.87K +12 +2%
NSB
334
Norway Savings Bank
Maine
$124K – – –
UIA
335
Ulland Investment Advisors
Minnesota
$122K +$122K +783 New
FP
336
Financial Perspectives
Minnesota
$120K – – –
AWM
337
Atticus Wealth Management
Florida
$119K – – –
TPCW
338
TD Private Client Wealth
New York
$111K +$100K +641 +903%
MFA
339
McClarren Financial Advisors
Pennsylvania
$109K +$1.73K +11 +2%
CB
340
Community Bank
New York
$109K +$2.35K +15 +2%
CAL
341
Capital Advisors Ltd
Ohio
$104K -$32K -205 -24%
AF
342
Allworth Financial
California
$103K -$25.1K -160 -20%
LWANC
343
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K – – –
S
344
SignatureFD
Georgia
$102K +$7.85K +50 +8%
BAM
345
Bellevue Asset Management
Washington
$94K – – –
CPFP
346
Clear Perspectives Financial Planning
Ohio
$94K – – –
EW
347
Evoke Wealth
California
$93K – – –
BW
348
Bison Wealth
Georgia
$90K +$156 +1 +0.2%
MA
349
Montag & Associates
Georgia
$86K – – –
VNA
350
Valley National Advisers
Pennsylvania
$78K – – –
12 13
14
15 16