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VPU

Vanguard Utilities ETF
VPU

382 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 87

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

9% more capital invested

Capital invested by funds: $1.21B → $1.32B (+$114M)

2.33% more ownership

Funds ownership: 25.07% → 27.4% (+2.3%)

1% more funds holding

Funds holding: 377 → 382 (+5)

6% more call options, than puts

Call options by funds: $4.14M | Put options by funds: $3.91M

Holders
382
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
137
Reduced
87
Closed
27
Calls
$4.14M
Puts
$3.91M
Net Calls
+$235K
Net Calls Change
-$846K

Top Buyers

1
Citigroup
Citigroup
New York
+$47.3M
2
AIC
Ameritas Investment Company
Nebraska
+$38.7M
3
JWCA
J.W. Cole Advisors
Florida
+$16.1M
4
LPL Financial
LPL Financial
California
+$10M
5
PL
Polianta Ltd
Jersey
+$8.19M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.18M
2
Truist Financial
Truist Financial
North Carolina
-$6.72M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$6.58M
4
AWM
AE Wealth Management
Kansas
-$3.13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFG Advisory
Georgia
$4.11M +$27.7K +190 +0.6%
TFA
52
Tranquilli Financial Advisor
New Jersey
$4.04M +$107K +732 +3%
DAS
53
Dynamic Advisor Solutions
Arizona
$4.04M +$411K +2,813 +11%
EP
54
Eudaimonia Partners
Tennessee
$3.97M +$233K +1,599 +6%
KAS
55
Kestra Advisory Services
Texas
$3.94M +$313K +2,143 +8%
ECM
56
Evergreen Capital Management
Washington
$3.84M +$99.4K +681 +3%
CS
57
Comerica Securities
Michigan
$3.83M +$223K +1,524 +6%
NCM
58
Nelson Capital Management
California
$3.29M +$31.4K +215 +0.9%
Nomura Asset Management
59
Nomura Asset Management
Japan
$3.07M +$3.23M +22,100 New
FT
60
Fiduciary Trust
Massachusetts
$3.02M -$43.2K -296 -1%
Stifel Financial
61
Stifel Financial
Missouri
$2.91M +$629K +4,308 +26%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$2.74M +$26.6K +182 +0.9%
AWM
63
AE Wealth Management
Kansas
$2.7M -$3.13M -21,453 -52%
HighTower Advisors
64
HighTower Advisors
Illinois
$2.6M -$213K -1,461 -7%
CFP
65
Curran Financial Partners
South Carolina
$2.6M -$1.73M -11,846 -39%
DIA
66
Davidson Investment Advisors
Montana
$2.58M +$1.51M +10,315 +125%
SA
67
Shilanski & Associates
Alaska
$2.58M +$774K +5,302 +40%
KIA
68
KCM Investment Advisors
California
$2.54M +$330K +2,258 +14%
HT
69
Heritage Trust
Oklahoma
$2.49M -$199K -1,361 -7%
WA
70
WBH Advisory
Maryland
$2.45M -$4.96K -34 -0.2%
Creative Planning
71
Creative Planning
Kansas
$2.44M -$88.6K -607 -3%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$2.29M +$34.9K +239 +1%
PCH
73
PGIM Custom Harvest
New Jersey
$2.25M +$97.8K +670 +4%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$2.13M +$59.3K +406 +3%
FTS
75
Fifth Third Securities
Ohio
$2.09M -$79.7K -546 -4%
1 2
3
4 5

VPU Hedge Fund Activity: Q3 2021 in Review

382 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2021, worth a combined $1.32B — up 9.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VPU positions and 27 closed out — a net gain of 10 holders — while 137 added to existing stakes and 87 trimmed.

The largest buyer was Citigroup, adding an estimated $47.3M. The largest seller was Goldman Sachs, cutting an estimated $9.18M.

  • 382 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2021, up from 377 in Q2 2021.
  • Funds reported $1.32B of Vanguard Utilities ETF stock for Q3 2021, up 9.4% quarter-over-quarter.
  • 37 funds opened new Vanguard Utilities ETF positions in Q3 2021 and 27 closed out, a net change of +10 holders.
  • The largest Vanguard Utilities ETF buyer in Q3 2021 was Citigroup, an estimated $47.3M added.
  • The largest Vanguard Utilities ETF seller in Q3 2021 was Goldman Sachs, an estimated $9.18M sold.

Based on aggregated 13F filings for Q3 2021.