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Vanguard Utilities ETF
VPU

Overview Fund Activity

337 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
105
Reduced
89
Closed
24
Calls
$8.17M
Puts
$1.81M
Net Calls
+$6.36M
Net Calls Change
+$3.17M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.7M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$10.6M
3
Truist Financial
3
Truist Financial
North Carolina
$3.83M
4
Morgan Stanley
4
Morgan Stanley
New York
$96.4M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$15.2M
3
M&T Bank
3
M&T Bank
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
CS
5
Comerica Securities
Michigan
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
26
Berkeley Capital Partners
Georgia
$7.91M +$15.7K +110 +0.2%
I
27
INVST
Indiana
$7.64M +$383K +2,680 +5%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$7.51M -$1.66M -11,613 -18%
RJA
29
Raymond James & Associates
Florida
$6.99M -$357K -2,496 -5%
PAG
30
Private Advisor Group
New Jersey
$6.59M -$2.55M -17,838 -28%
VC
31
Vestor Capital
Illinois
$6.25M +$561K +3,928 +10%
Cohen & Steers
32
Cohen & Steers
New York
$6.21M +$818K +5,722 +15%
TC
33
TAP Consulting
Missouri
$5.31M -$314K -2,197 -6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$5.23M +$852K +5,958 +19%
NCM
35
Nelson Capital Management
California
$5.16M +$301K +2,103 +6%
LFAS
36
Level Four Advisory Services
Texas
$5.03M -$266K -1,859 -5%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.83M +$250K +1,748 +5%
Nomura Asset Management
38
Nomura Asset Management
Japan
$4.42M -$629K -4,400 -12%
AIS
39
American Investment Services
Massachusetts
$4.12M -$313K -2,189 -7%
NFG
40
Next Financial Group
Texas
$4.05M -$598K -4,184 -13%
HT
41
Heritage Trust
Oklahoma
$3.97M -$101K -710 -2%
CFGS
42
Concourse Financial Group Securities
Alabama
$3.93M -$384K -2,685 -9%
FNC
43
First National Corp
Massachusetts
$3.89M -$1.17M -8,162 -23%
BFP
44
Briaud Financial Planning
Texas
$3.89M +$3.89M +27,238 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$3.83M -$246K -1,719 -6%
Truist Financial
46
Truist Financial
North Carolina
$3.83M +$3.83M +26,795 New
IA
47
IFG Advisory
Georgia
$3.81M -$163K -1,142 -4%
BOPW
48
Brandywine Oak Private Wealth
Pennsylvania
$3.8M -$72.1K -505 -2%
SPC
49
Sigma Planning Corp
Michigan
$3.75M +$948K +6,632 +34%
AWM
50
AE Wealth Management
Kansas
$3.69M +$2.11M +14,751 +133%
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