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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 %
Cohen & Steers
376
Cohen & Steers
New York
– -$712K -5,191 Closed
SWM
377
SeaCrest Wealth Management
New York
– -$690K -5,031 Closed
FTUS
378
Flow Traders U.S.
New York
– -$676K -4,927 Closed
CFG
379
Cooper Financial Group
California
– -$628K -4,575 Closed
MFP
380
Meridian Financial Partners
Virginia
– -$500K -3,615 Closed
RHP
381
Royal Harbor Partners
Texas
– -$432K -3,145 Closed
SVWAG
382
Sound View Wealth Advisors Group
Georgia
– -$262K -1,909 Closed
AIP
383
Almanack Investment Partners
Pennsylvania
– -$250K -1,823 Closed
OEP
384
Ocean Endowment Partners
Illinois
– -$231K -1,757 Closed
RSWM
385
Robertson Stephens Wealth Management
California
– -$239K -1,747 Closed
TFS
386
Thoroughbred Financial Services
Tennessee
– -$237K -1,734 Closed
AWA
387
Arete Wealth Advisors
Illinois
– -$234K -1,710 Closed
TCBWMS
388
Texas Capital Bank Wealth Management Services
Texas
– -$234K -1,704 Closed
SFS
389
Summit Financial Strategies
Ohio
– -$221K -1,607 Closed
ICG
390
InterOcean Capital Group
Tennessee
– -$210K -1,532 Closed
Northern Trust
391
Northern Trust
Illinois
– -$208K -1,516 Closed
CCM
392
Coldstream Capital Management
Washington
– -$206K -1,504 Closed
SIAG
393
Safeguard Investment Advisory Group
California
– -$157K -1,149 Closed
CG
394
Cutler Group
California
– -$137K -1,000 Closed
D
395
Diversified
Delaware
– -$127K -981 Closed
SFG
396
Sowa Financial Group
Rhode Island
– -$78K -571 Closed
FWM
397
ForthRight Wealth Management
Georgia
– -$69K -500 Closed
FMII
398
Farmers & Merchants Investments Inc
Nebraska
– -$48K -350 Closed
KC
399
Kinloch Capital
Virginia
– -$32K -230 Closed
HI
400
Hudock Inc
Pennsylvania
– -$21K -156 Closed
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