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Vanguard Utilities ETF
VPU

Overview Fund Activity

380 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, 86 reducing their positions, and 27 closing their positions.

Holders
380
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.67%
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
86
Closed
27
Calls
$4.15M
Puts
$3.91M
Net Calls
+$235K
Net Calls Change
-$846K

Top Buyers

1
Citigroup
1
Citigroup
New York
$46.2M
2
AIC
2
Ameritas Investment Company
Nebraska
$37.6M
3
JWCA
3
J.W. Cole Advisors
Florida
$23.7M
4
LPL Financial
4
LPL Financial
California
$61.6M
5
PL
5
Polianta Ltd
Jersey
$7.81M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.33M
2
Truist Financial
2
Truist Financial
North Carolina
$7.69M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.9M
4
AWM
4
AE Wealth Management
Kansas
$2.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$2.06M -$337K -2,422 -14%
AssetMark Inc
77
AssetMark Inc
California
$2.03M +$401K +2,882 +25%
SPC
78
Sigma Planning Corp
Michigan
$1.93M +$229K +1,649 +13%
UCFA
79
United Capital Financial Advisors
Texas
$1.9M -$19.6K -141 -1%
CPO
80
Cerity Partners OCIO
New York
$1.86M – – –
CA
81
Calton & Associates
Florida
$1.85M +$190K +1,365 +11%
DBIA
82
Dumont & Blake Investment Advisors
New Jersey
$1.81M +$23.5K +169 +1%
NWS
83
Newport Wealth Strategies
California
$1.79M -$869K -6,248 -33%
RWA
84
Roberts Wealth Advisors
California
$1.78M +$1.78M +12,755 New
Lido Advisors
85
Lido Advisors
California
$1.71M +$161K +1,161 +10%
VCM
86
Virtue Capital Management
Tennessee
$1.7M +$344K +2,473 +25%
CRWM
87
Castle Rock Wealth Management
California
$1.65M +$41.8K +288 +3%
OSNBOA
88
Old Second National Bank of Aurora
Illinois
$1.65M +$26K +187 +2%
CC
89
Callan Capital
California
$1.64M +$196K +1,409 +14%
FTUS
90
Flow Traders U.S.
New York
$1.61M +$777K +5,582 +93%
GPA
91
Guidance Point Advisors
Massachusetts
$1.6M +$31.3K +225 +2%
AAS
92
Annex Advisory Services
Wisconsin
$1.55M -$126K -908 -8%
MPWT
93
MassMutual Private Wealth & Trust
Connecticut
$1.54M +$66.6K +479 +5%
SFPG
94
Stonebridge Financial Planning Group
Florida
$1.51M -$135K -919 -8%
TC
95
Tatro Capital
Kentucky
$1.48M -$300K -2,158 -17%
CCMD
96
Cypress Capital Management (Delaware)
Delaware
$1.45M – – –
CIAS
97
Capital Investment Advisory Services
North Carolina
$1.44M +$63.3K +455 +5%
GEA
98
Glen Eagle Advisors
New Jersey
$1.42M – – –
MGI
99
MayTech Global Investments
New York
$1.35M – – –
APW
100
Aurora Private Wealth
New Jersey
$1.35M +$1.35M +9,703 New
2 3
4
5 6