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Vanguard Utilities ETF
VPU

Overview Fund Activity

316 hedge funds and large institutions have $964M invested in Vanguard Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-18
Holders Change %
-5.39%
% of All Funds
6.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
34
Increased
101
Reduced
107
Closed
48
Calls
$3.1M
Puts
$4.9M
Net Calls
-$1.79M
Net Calls Change
-$3.83M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$72.3M
2
FIM
2
Freedom Investment Management
Connecticut
$21.7M
3
Bank of America
3
Bank of America
North Carolina
$62.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$8.13M
5
NWS
5
Newport Wealth Strategies
California
$4.57M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$27.5M
2
TF
2
TIAA FSB
Florida
$7.32M
3
AWM
3
AE Wealth Management
Kansas
$5.16M
4
SS
4
Simplicity Solutions
Minnesota
$4.31M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
26
Gamble Jones Investment Counsel
California
$6.28M +$1.28M +10,388 +26%
FNC
27
First National Corp
Massachusetts
$5.9M +$3.25M +26,263 +122%
TC
28
TAP Consulting
Missouri
$5.66M +$2.37M +19,145 +72%
MML Investors Services
29
MML Investors Services
Massachusetts
$5.22M +$372K +3,005 +8%
AWM
30
AE Wealth Management
Kansas
$5.16M -$13.7M -110,732 -73%
M&T Bank
31
M&T Bank
New York
$5.1M -$558K -4,514 -10%
PAG
32
Private Advisor Group
New Jersey
$4.99M -$1.09M -8,778 -18%
SCI
33
Stableford Capital II
Arizona
$4.86M +$907K +7,331 +23%
RJA
34
Raymond James & Associates
Florida
$4.68M -$500K -4,040 -10%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$4.61M -$1.58M -12,754 -25%
NWS
36
Newport Wealth Strategies
California
$4.57M +$4.57M +36,935 New
NCM
37
Nelson Capital Management
California
$4.48M +$18.8K +152 +0.4%
SS
38
Simplicity Solutions
Minnesota
$4.31M -$13.6M -110,223 -76%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$4.14M -$2.59M -20,948 -38%
FAAS
40
First Allied Advisory Services
California
$3.96M +$1.23M +9,916 +45%
CRWM
41
Castle Rock Wealth Management
California
$3.95M +$3.35M +25,236 +553%
HW
42
Hamilton Wealth
California
$3.93M +$533K +4,310 +16%
IAIM
43
International Assets Investment Management
Florida
$3.91M +$3.91M +18,026 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$3.79M -$665K -5,377 -15%
BFP
45
Briaud Financial Planning
Texas
$3.46M – – –
IA
46
IFG Advisory
Georgia
$3.45M +$31.3K +253 +0.9%
SFPG
47
Stonebridge Financial Planning Group
Florida
$3.35M +$127K +1,001 +4%
AIS
48
American Investment Services
Massachusetts
$3.23M -$317K -2,559 -9%
Goldman Sachs
49
Goldman Sachs
New York
$3.16M +$757K +6,119 +32%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$3.07M -$55.8K -451 -2%
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