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Vanguard Utilities ETF
VPU

Overview Fund Activity

371 hedge funds and large institutions have $1.14B invested in Vanguard Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
69
Increased
111
Reduced
107
Closed
25
Calls
$4.91M
Puts
$6.47M
Net Calls
-$1.56M
Net Calls Change
-$1.41M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$61.2M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$137M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$85M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.9M
5
FIM
Freedom Investment Management
Connecticut
$25.1M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$521K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16M
3
Ameriprise
Ameriprise
Minnesota
$8.08M
4
Bank of America
Bank of America
North Carolina
$59.8M
5
MSU
Mizuho Securities USA
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
351
Halpern Financial
Virginia
$8.92K – – –
ME
352
McIlrath & Eck
Washington
$8K -$29.1K -200 -78%
TC
353
Trust Company
Kansas
$8K – – –
PWMG
354
Prestige Wealth Management Group
New Jersey
$8K – – –
BAMG
355
Brand Asset Management Group
Missouri
$7K – – –
AWM
356
Avior Wealth Management
Nebraska
$7K +$7K +58 New
TFS
357
TrustCore Financial Services
Tennessee
$6K – – –
FF
358
FourThought Financial
Florida
$6K +$6K +50 New
GP
359
Greenline Partners
New York
$5K -$3.37M -22,889 -100%
PFBT
360
Parkside Financial Bank & Trust
Missouri
$5K – – –
GWS
361
Glassman Wealth Services
Virginia
$5K – – –
AIA
362
Armor Investment Advisors
North Carolina
$3K – – –
SWA
363
Sutton Wealth Advisors
Florida
$2.74K – – –
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.74K – – –
PG
365
Proffitt & Goodson
Tennessee
$2K – – –
HFA
366
Hoover Financial Advisors
Pennsylvania
$1K – – –
CFN
367
Cordasco Financial Network
Florida
$1K – – –
PCG
368
Private Capital Group
Connecticut
$1K – – –
JIR
369
James Investment Research
Ohio
$1K +$200 +1 +25%
FGAM
370
Financial Gravity Asset Management
Texas
$1K +$1K +5 New
MSU
371
Mizuho Securities USA
New York
– -$4.72M -36,589 Closed
BFP
372
Briaud Financial Planning
Texas
– -$3.61M -27,995 Closed
AAS
373
Avantax Advisory Services
Texas
– -$2.63M -20,396 Closed
GM
374
GeoWealth Management
Illinois
– -$2.49M -19,254 Closed
FIA
375
Foundations Investment Advisors
Arizona
– -$1.87M -14,190 Closed
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15
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