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Vanguard Utilities ETF
VPU

Overview Fund Activity

375 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
145
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$32.4M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$156M
3
HF
HRT Financial
New York
$5.26M
4
Osaic Holdings
Osaic Holdings
Arizona
$39.8M
5
SWA
Stratos Wealth Advisors
Ohio
$5.19M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$35.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.9M
3
FP
Financial Perspectives
Minnesota
$106K
4
FIM
Freedom Investment Management
Connecticut
$2.48M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
376
TIAA FSB
Florida
– -$1.86M -13,227 Closed
PWS
377
Precision Wealth Strategies
Missouri
– -$1.16M -8,271 Closed
APW
378
Aurora Private Wealth
New Jersey
– -$999K -7,112 Closed
AFS
379
Axiom Financial Strategies
Indiana
– -$994K -7,076 Closed
SFS
380
Sowell Financial Services
Arkansas
– -$878K -6,090 Closed
MAFM
381
Mid Atlantic Financial Management
Pennsylvania
– -$800K -5,694 Closed
VFA
382
Voya Financial Advisors
Connecticut
– -$600K -4,302 Closed
IOOF
383
Independent Order of Foresters
Ontario, Canada
– -$518K -3,684 Closed
WANY
384
Wealthspire Advisors (New York)
New York
– -$517K -3,677 Closed
EF
385
Empirical Finance
Pennsylvania
– -$449K -3,275 Closed
MHS
386
M Holdings Securities
Oregon
– -$296K -2,108 Closed
SCM
387
Southport Capital Management
Tennessee
– -$280K -1,994 Closed
YIH
388
Y-Intercept (HK)
Hong Kong
– -$272K -1,951 Closed
DI
389
DAGCO Inc
Ohio
– -$208K -1,480 Closed
Kovitz Investment Group Partners
390
Kovitz Investment Group Partners
Illinois
– -$202K -1,438 Closed
ACP
391
Ashfield Capital Partners
California
– -$201K -1,430 Closed
ETC
392
Exchange Traded Concepts
Oklahoma
– -$174K -1,235 Closed
WAP
393
Wealthcare Advisory Partners
Pennsylvania
– -$168K -1,193 Closed
GC
394
Grace Capital
Massachusetts
– -$124K -882 Closed
PCIA
395
Prime Capital Investment Advisors
Kansas
– -$107K -761 Closed
RWB
396
RMR Wealth Builders
New Jersey
– -$89K -631 Closed
ACM
397
Allred Capital Management
Texas
– -$41.2K -294 Closed
GAM
398
Grandview Asset Management
Pennsylvania
– -$29K -204 Closed
DWP
399
Destiny Wealth Partners
Florida
– -$28K -201 Closed
RF
400
Robbins Farley
New Hampshire
– -$23K -161 Closed
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