VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

375 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 32 closing their positions.

Holders
375
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
145
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$32.4M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$156M
3
HF
3
HRT Financial
New York
$5.26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$39.8M
5
SWA
5
Stratos Wealth Advisors
Ohio
$5.19M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$35.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.9M
3
FP
3
Financial Perspectives
Minnesota
$106K
4
FIM
4
Freedom Investment Management
Connecticut
$2.48M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
101
Baker Ellis Asset Management
Washington
$1.21M – – –
Citigroup
102
Citigroup
New York
$1.19M -$111K -801 -9%
B
103
Bailard
California
$1.18M -$241K -1,734 -17%
5L
104
55I LLC
Massachusetts
$1.18M +$71.2K +513 +6%
CFD
105
Creative Financial Designs
Indiana
$1.17M +$1.11K +8 +0.1%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$1.16M -$384K -2,768 -25%
DIA
107
Davidson Investment Advisors
Montana
$1.14M +$1.14M +8,245 New
BAM
108
Belpointe Asset Management
Nevada
$1.14M +$100K +724 +10%
Prudential Financial
109
Prudential Financial
New Jersey
$1.13M +$294K +2,121 +35%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$1.1M -$2.19M -2,512 Closed
22CM
111
20/20 Capital Management
California
$1.07M -$44.4K -320 -4%
NA
112
NewEdge Advisors
Louisiana
$1.07M +$65.6K +473 +7%
FPFS
113
First Personal Financial Services
North Carolina
$1.03M -$26.8K -193 -3%
FFA
114
Founders Financial Alliance
North Carolina
$1.03M +$417 +3 +0%
Northern Trust
115
Northern Trust
Illinois
$1.03M +$1.03M +7,390 New
ASN
116
Advisory Services Network
Georgia
$1M +$30.7K +221 +3%
CA
117
Cetera Advisors
Colorado
$980K +$71.9K +518 +8%
ACA
118
Atlas Capital Advisors
Wyoming
$969K -$100K -723 -9%
COCM
119
Charter Oak Capital Management
New Hampshire
$968K -$26.6K -192 -3%
SWM
120
Spire Wealth Management
Virginia
$959K -$17.2K -124 -2%
CF
121
Centaurus Financial
California
$944K -$2.14M -15,440 -69%
IWC
122
Integrated Wealth Concepts
Massachusetts
$909K +$34.3K +247 +4%
MA
123
Mutual Advisors
Nebraska
$888K -$19K -137 -2%
CTC
124
Central Trust Company
Missouri
$855K -$208K -1,500 -20%
Jane Street
125
Jane Street
New York
$854K -$863K -6,224 -50%
3 4
5
6 7