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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 %
ACP
351
Ashfield Capital Partners
California
– -$276K -1,930 Closed
SG
352
StoneX Group
New York
– -$265K -1,854 Closed
IAA
353
Independent Advisor Alliance
North Carolina
– -$255K -1,788 Closed
CAMG
354
CWA Asset Management Group
Florida
– -$253K -1,773 Closed
HIS
355
Harvest Investment Services
Illinois
– -$239K -1,679 Closed
AWM
356
Aevitas Wealth Management
Massachusetts
– -$237K -1,660 Closed
1832 Asset Management
357
1832 Asset Management
Ontario, Canada
– -$1.2M -1,615 Closed
PFA
358
Pathway Financial Advisors
Vermont
– -$237K -1,599 Closed
RWM
359
Rench Wealth Management
Texas
– -$211K -1,474 Closed
MFP
360
Meridian Financial Partners
Virginia
– -$203K -1,438 Closed
SCA
361
Spearhead Capital Advisors
Florida
– -$202K -1,414 Closed
CWM
362
Campbell Wealth Management
Virginia
– -$201K -1,405 Closed
MWM
363
Maltin Wealth Management
New Jersey
– -$153K -1,070 Closed
HWM
364
Howard Wealth Management
Connecticut
– -$112K -790 Closed
RIA
365
Realta Investment Advisors
Delaware
– -$85K -603 Closed
ACM
366
Allred Capital Management
Texas
– -$72.7K -509 Closed
CMBA
367
C.M. Bidwell & Associates
Hawaii
– -$34K -235 Closed
LFG
368
Larson Financial Group
Missouri
– -$27K -192 Closed
RCA
369
Rowland Carmichael Advisors
Arizona
– -$23K -160 Closed
RIA
370
RPG Investment Advisory
California
– -$23K -158 Closed
MA
371
MUFG Americas
New York
– -$14K -100 Closed
PA
372
PSI Advisors
Florida
– -$10K -75 Closed
AWA
373
Arkadios Wealth Advisors
Georgia
– -$11.6K -75 Closed
CHAM
374
Clear Harbor Asset Management
Connecticut
– -$1.57K -11 Closed
AWM
375
Avior Wealth Management
Nebraska
– -$1K -8 Closed
12 13 14
15
16