VPU icon

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
Envestnet Asset Management
Illinois
$72.3M
2
FIM
Freedom Investment Management
Connecticut
$21.7M
3
Bank of America
Bank of America
North Carolina
$62.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.13M
5
NWS
Newport Wealth Strategies
California
$4.57M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.5M
2
TF
TIAA FSB
Florida
$7.32M
3
AWM
AE Wealth Management
Kansas
$5.16M
4
SS
Simplicity Solutions
Minnesota
$4.31M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
126
Hancock Whitney
Mississippi
$675K – – –
CF
127
Centaurus Financial
California
$673K -$18.2K -147 -3%
WCM
128
Windham Capital Management
Massachusetts
$652K -$2.35K -19 -0.4%
IAS
129
Investment Advisory Services
Texas
$649K – – –
IFWM
130
Institute for Wealth Management
Colorado
$631K -$53.3K -431 -8%
TP
131
Tranquility Partners
Tennessee
$605K +$238K +1,922 +65%
BF
132
BOK Financial
Oklahoma
$591K -$57.9K -469 -9%
GWM
133
Gray Wealth Management
Maine
$577K +$5.21K +42 +0.9%
APP
134
Avantax Planning Partners
Iowa
$567K +$63.6K +514 +13%
BIA
135
Bigelow Investment Advisors
Maine
$550K +$38.3K +310 +7%
GRP
136
Global Retirement Partners
California
$532K +$36.8K +298 +7%
V
137
Veritable
Delaware
$530K – – –
SMC
138
Smith, Moore & Co
Missouri
$524K – – –
BSW
139
Buckingham Strategic Wealth
Missouri
$520K +$125K +1,010 +32%
HCIA
140
Hochman Cole Investment Advisors
Illinois
$512K +$124 +1 +0%
IOOF
141
Independent Order of Foresters
Ontario, Canada
$506K +$506K +4,090 New
SW
142
SkyOak Wealth
Michigan
$504K +$27.5K +222 +6%
RMAM
143
Raab & Moskowitz Asset Management
New Jersey
$504K +$123K +997 +32%
VA
144
Valmark Advisers
Ohio
$501K -$59K -477 -11%
MECA
145
Miller Equity Capital Advisors
Texas
$495K – – –
PAMG
146
Patton Albertson Miller Group
Tennessee
$492K +$26K +210 +6%
BC
147
Bartlett & Co
Ohio
$483K +$2.48K +20 +0.5%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$483K +$2.47K +20 +0.5%
CFGS
149
Concourse Financial Group Securities
Alabama
$482K -$36.6K -296 -7%
APW
150
Aurora Private Wealth
New Jersey
$469K +$111K +898 +31%
4 5
6
7 8