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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.

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

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$82M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$371K
4
BCP
4
Berkeley Capital Partners
Georgia
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$3.08M -$1.38M -11,344 -31%
SPC
52
Sigma Planning Corp
Michigan
$3.07M -$123K -1,009 -4%
NFG
53
Next Financial Group
Texas
$2.91M -$541K -4,433 -16%
HT
54
Heritage Trust
Oklahoma
$2.87M -$518K -4,249 -15%
FAAS
55
First Allied Advisory Services
California
$2.7M +$587K +4,814 +28%
GWM
56
Geneos Wealth Management
Colorado
$2.58M -$65.7K -537 -2%
PCM
57
Perritt Capital Management
Illinois
$2.52M +$89.9K +737 +4%
Goldman Sachs
58
Goldman Sachs
New York
$2.36M +$1.44M +11,796 +155%
FTS
59
Fifth Third Securities
Ohio
$2.36M +$534K +4,384 +29%
NNP
60
Nachman Norwood & Parrott
South Carolina
$2.29M – – –
AIP
61
Almanack Investment Partners
Pennsylvania
$2.29M +$1.26M +10,325 +123%
VFA
62
Voya Financial Advisors
Connecticut
$2.27M +$366K +2,885 +19%
Creative Planning
63
Creative Planning
Kansas
$2.26M +$968K +7,937 +75%
SAS
64
Stelac Advisory Services
New York
$2.2M +$2.2M +18,065 New
CS
65
Comerica Securities
Michigan
$2.15M -$216K -1,768 -9%
CPO
66
Cerity Partners OCIO
New York
$2.04M +$761K +6,244 +59%
Nomura Asset Management
67
Nomura Asset Management
Japan
$1.99M -$1.78M -14,600 -47%
MIAN
68
Mariner Independent Advisor Network
Kansas
$1.98M +$147K +1,280 +8%
MGI
69
MayTech Global Investments
New York
$1.98M – – –
SF
70
Synovus Financial
Georgia
$1.96M +$379K +3,111 +24%
Stifel Financial
71
Stifel Financial
Missouri
$1.93M -$870K -7,143 -31%
FT
72
Fiduciary Trust
Massachusetts
$1.81M -$6.1K -50 -0.3%
Citigroup
73
Citigroup
New York
$1.77M -$750K -6,147 -30%
SPFA
74
Summit Place Financial Advisors
New Jersey
$1.75M -$893K -7,325 -34%
PA
75
PFG Advisors
Arizona
$1.73M +$283K +2,220 +20%
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