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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
$31.8M
2
AIC
Ameritas Investment Company
Nebraska
$9.71M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$148M
4
PCA
Personal Capital Advisors
California
$35.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.9M

Top Sellers

1
LPL Financial
LPL Financial
California
$52.3M
2
Bank of America
Bank of America
North Carolina
$51.5M
3
FIM
Freedom Investment Management
Connecticut
$16.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.6M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
351
Atlas Private Wealth Management
New York
$8K +$8K +56 New
AF
352
Allworth Financial
California
$7K -$1.35K -10 -16%
BAMG
353
Brand Asset Management Group
Missouri
$7K – – –
SCA
354
Stonebridge Capital Advisors
Minnesota
$7K +$7K +51 New
TFS
355
TrustCore Financial Services
Tennessee
$6K – – –
GWS
356
Glassman Wealth Services
Virginia
$5K – – –
GP
357
Greenline Partners
New York
$5K +$405 +3 +9%
FGAM
358
Financial Gravity Asset Management
Texas
$3.69K +$2.98K +21 +420%
FF
359
FourThought Financial
Florida
$3K -$3K -25 -50%
AIA
360
Armor Investment Advisors
North Carolina
$3K – – –
SWA
361
Sutton Wealth Advisors
Florida
$2.81K – – –
HFA
362
Hoover Financial Advisors
Pennsylvania
$1K – – –
PCG
363
Private Capital Group
Connecticut
$1K – – –
CFN
364
Cordasco Financial Network
Florida
$1K – – –
JWM
365
Janiczek Wealth Management
Colorado
$1K +$1K +7 New
MIH
366
Meitav Investment House
Israel
$422 – – –
SWM
367
Sugarloaf Wealth Management
Georgia
$12 +$11 +1,384 +1,648%
BBHC
368
Brown Brothers Harriman & Co
New York
$3 +$3 +24 New
BOPW
369
Brandywine Oak Private Wealth
Pennsylvania
– -$5.09M -37,083 Closed
SS
370
Simplicity Solutions
Minnesota
– -$3.16M -23,010 Closed
HW
371
Hamilton Wealth
California
– -$2.71M -19,733 Closed
FI
372
FormulaFolio Investments
Michigan
– -$2.66M -19,416 Closed
LF
373
LifeSteps Financial
California
– -$1.21M -8,788 Closed
RIA
374
Regal Investment Advisors
Michigan
– -$791K -5,766 Closed
TC
375
TAP Consulting
Missouri
– -$782K -5,698 Closed
13 14
15
16 17