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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 %
DBIA
76
Dumont & Blake Investment Advisors
New Jersey
$1.51M -$8.16K -66 -0.5%
UCFA
77
United Capital Financial Advisors
Texas
$1.5M -$245K -1,982 -14%
TLP
78
Trinity Legacy Partners
Texas
$1.5M -$68.5K -547 -4%
B
79
Bailard
California
$1.48M -$169K -1,370 -10%
FPFS
80
First Personal Financial Services
North Carolina
$1.47M -$34.8K -281 -2%
CCMD
81
Cypress Capital Management (Delaware)
Delaware
$1.46M -$121K -975 -8%
CAAS
82
Capital Asset Advisory Services
Michigan
$1.43M +$320K +2,428 +29%
WCA
83
Windsor Creek Advisors
Vermont
$1.42M +$1.42M +11,510 New
GPA
84
Guidance Point Advisors
Massachusetts
$1.33M +$53.4K +432 +4%
AI
85
Atria Investments
North Carolina
$1.3M +$698K +5,648 +116%
OSNBOA
86
Old Second National Bank of Aurora
Illinois
$1.29M +$1.29M +10,454 New
ECM
87
Exchange Capital Management
Michigan
$1.25M -$110K -886 -8%
LF
88
LifeSteps Financial
California
$1.21M -$255K -2,062 -17%
CA
89
Calton & Associates
Florida
$1.18M -$72.9K -590 -6%
CA
90
Cetera Advisors
Colorado
$1.15M -$333K -2,690 -22%
BEAM
91
Baker Ellis Asset Management
Washington
$1.14M +$49.5K +400 +5%
SF
92
Synovus Financial
Georgia
$1.12M -$870K -7,033 -44%
RIA
93
Regal Investment Advisors
Michigan
$1.12M +$1.12M +9,025 New
BAM
94
Belpointe Asset Management
Nevada
$1.12M -$37.2K -301 -3%
GEA
95
Glen Eagle Advisors
New Jersey
$1.11M +$26.5K +214 +2%
22CM
96
20/20 Capital Management
California
$1.1M -$34.4K -256 -3%
TRCT
97
Tower Research Capital (TRC)
New York
$1.06M +$838K +6,773 +375%
ACA
98
Atlas Capital Advisors
Wyoming
$1.04M +$192K +1,553 +23%
AF
99
Advisornet Financial
Minnesota
$1.04M -$16.2K -131 -2%
HighTower Advisors
100
HighTower Advisors
Illinois
$1.03M -$364K -2,948 -26%
2 3
4
5 6