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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
Northwestern Mutual Wealth Management
Wisconsin
$47.1M
2
SS
Simplicity Solutions
Minnesota
$17.7M
3
AWM
AE Wealth Management
Kansas
$18.6M
4
Truist Financial
Truist Financial
North Carolina
$15.7M
5
UBS Group
UBS Group
Switzerland
$34.7M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$82M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$371K
4
BCP
Berkeley Capital Partners
Georgia
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHP
126
Royal Harbor Partners
Texas
$658K -$504K -4,137 -43%
LAS
127
Lloyd Advisory Services
Georgia
$654K +$654K +5,362 New
WCM
128
Windham Capital Management
Massachusetts
$645K -$134K -1,097 -17%
BF
129
BOK Financial
Oklahoma
$641K -$15.5K -127 -2%
IAS
130
Investment Advisory Services
Texas
$640K – – –
BWA
131
Beam Wealth Advisors
Louisiana
$629K +$252K +2,065 +67%
AI
132
Atria Investments
North Carolina
$594K -$820K -6,729 -58%
GWM
133
Gray Wealth Management
Maine
$563K +$563K +4,613 New
CRWM
134
Castle Rock Wealth Management
California
$555K -$112K -924 -17%
VA
135
Valmark Advisers
Ohio
$552K -$32.4K -266 -6%
ASN
136
Advisory Services Network
Georgia
$539K +$6.22K +51 +1%
MPCG
137
Matrix Private Capital Group
New York
$528K -$68K -557 -11%
V
138
Veritable
Delaware
$522K – – –
SMC
139
Smith, Moore & Co
Missouri
$516K +$516K +4,236 New
CFGS
140
Concourse Financial Group Securities
Alabama
$512K -$2.84M -23,273 -85%
BIA
141
Bigelow Investment Advisors
Maine
$505K -$17.7K -145 -3%
HCIA
142
Hochman Cole Investment Advisors
Illinois
$505K +$17.1K +140 +3%
APP
143
Avantax Planning Partners
Iowa
$496K +$12.2K +100 +3%
MECA
144
Miller Equity Capital Advisors
Texas
$488K – – –
GRP
145
Global Retirement Partners
California
$488K +$33.3K +273 +7%
BCWM
146
Bartlett & Co Wealth Management
Ohio
$473K -$13.5K -111 -3%
Allianz Asset Management
147
Allianz Asset Management
Germany
$473K +$473K +3,880 New
BC
148
Bartlett & Co
Ohio
$473K +$473K +3,882 New
OC
149
Oppenheimer & Co
New York
$472K -$32.4K -266 -6%
FI
150
FormulaFolio Investments
Michigan
$470K -$142K -1,163 -23%
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6
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