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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
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 %
UCFA
76
United Capital Financial Advisors
Texas
$1.72M +$17.4K +143 +1%
PWG
77
Private Wealth Group
Florida
$1.7M +$1.7M +13,915 New
B
78
Bailard
California
$1.63M -$360K -2,956 -18%
TC
79
Tatro Capital
Kentucky
$1.58M -$71.1K -583 -4%
CCMD
80
Cypress Capital Management (Delaware)
Delaware
$1.56M -$24.6K -202 -2%
DBIA
81
Dumont & Blake Investment Advisors
New Jersey
$1.49M -$10.6K -87 -0.7%
FPFS
82
First Personal Financial Services
North Carolina
$1.49M -$71.7K -588 -5%
IG
83
Inherent Group
New York
$1.49M +$1.49M +12,200 New
AAS
84
Annex Advisory Services
Wisconsin
$1.49M -$121K -993 -8%
TLP
85
Trinity Legacy Partners
Texas
$1.48M -$98.5K -833 -6%
CA
86
Cetera Advisors
Colorado
$1.46M +$140K +1,146 +11%
LF
87
LifeSteps Financial
California
$1.45M -$364K -2,985 -20%
BCM
88
Brookstone Capital Management
Illinois
$1.45M -$264K -2,162 -15%
DAS
89
Dynamic Advisor Solutions
Arizona
$1.44M +$849K +6,966 +144%
VIA
90
Vident Investment Advisory
Georgia
$1.42M +$1.42M +11,664 New
VAM
91
Verity Asset Management
North Carolina
$1.41M +$1.41M +11,551 New
HighTower Advisors
92
HighTower Advisors
Illinois
$1.38M +$367K +2,996 +36%
ECM
93
Exchange Capital Management
Michigan
$1.34M -$22.9K -188 -2%
GPA
94
Guidance Point Advisors
Massachusetts
$1.26M +$2.93K +24 +0.2%
AIC
95
Ameritas Investment Company
Nebraska
$1.24M +$396K +3,340 +47%
CA
96
Calton & Associates
Florida
$1.24M +$5.24K +43 +0.4%
BAM
97
Belpointe Asset Management
Nevada
$1.14M +$873K +7,160 +331%
MAFM
98
Mid Atlantic Financial Management
Pennsylvania
$1.09M -$113K -926 -9%
BEAM
99
Baker Ellis Asset Management
Washington
$1.08M -$24.4K -200 -2%
GEA
100
Glen Eagle Advisors
New Jersey
$1.07M -$4.88K -40 -0.5%
2 3
4
5 6