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Vanguard Utilities ETF
VPU

Overview Fund Activity

334 hedge funds and large institutions have $981M invested in Vanguard Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
41
Increased
106
Reduced
111
Closed
42
Calls
$3.74M
Puts
$1.71M
Net Calls
+$2.04M
Net Calls Change
-$4.33M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$47.1M
2
SS
Simplicity Solutions
Minnesota
$17.7M
3
AWM
AE Wealth Management
Kansas
$18.6M
4
Truist Financial
Truist Financial
North Carolina
$15.7M
5
UBS Group
UBS Group
Switzerland
$34.7M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$82M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$371K
4
BCP
Berkeley Capital Partners
Georgia
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$8.14M -$30.5K -250 -0.4%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$6.64M +$224K +1,839 +3%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$6.1M +$2.86M +23,407 +88%
Cohen & Steers
29
Cohen & Steers
New York
$6.06M +$764K +6,262 +14%
PAG
30
Private Advisor Group
New Jersey
$5.99M +$366K +3,000 +7%
M&T Bank
31
M&T Bank
New York
$5.58M +$5.58M +45,760 New
KIA
32
KCM Investment Advisors
California
$5.48M +$4.94M +40,484 +905%
I
33
INVST
Indiana
$5.45M -$680K -5,933 -11%
VC
34
Vestor Capital
Illinois
$5.21M -$119K -980 -2%
RJA
35
Raymond James & Associates
Florida
$5.11M -$859K -7,045 -14%
GJIC
36
Gamble Jones Investment Counsel
California
$4.92M +$1.96M +16,113 +66%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.79M +$664K +5,444 +16%
NCM
38
Nelson Capital Management
California
$4.4M -$4.27K -35 -0.1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$4.39M +$2.25M +18,443 +105%
HF
40
HRT Financial
New York
$4.25M +$3.52M +28,838 +478%
SCI
41
Stableford Capital II
Arizona
$3.9M +$3.9M +31,955 New
AIS
42
American Investment Services
Massachusetts
$3.5M -$23.3K -191 -0.7%
BFP
43
Briaud Financial Planning
Texas
$3.41M +$92.3K +757 +3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.38M +$322K +2,640 +11%
IA
45
IFG Advisory
Georgia
$3.37M +$122K +1,004 +4%
HW
46
Hamilton Wealth
California
$3.35M +$1.65M +13,528 +97%
TC
47
TAP Consulting
Missouri
$3.24M -$1.28M -10,532 -28%
SFPG
48
Stonebridge Financial Planning Group
Florida
$3.24M +$344K +2,691 +12%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$3.18M -$85.4K -700 -3%
Citadel Advisors
50
Citadel Advisors
Florida
$3.14M +$1.3M +10,701 +71%
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