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Vanguard Utilities ETF
VPU

Overview Fund Activity

371 hedge funds and large institutions have $1.14B invested in Vanguard Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
69
Increased
111
Reduced
107
Closed
25
Calls
$4.91M
Puts
$6.47M
Net Calls
-$1.56M
Net Calls Change
-$1.41M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$61.2M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$137M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$85M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.9M
5
FIM
Freedom Investment Management
Connecticut
$25.1M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$521K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16M
3
Ameriprise
Ameriprise
Minnesota
$8.08M
4
Bank of America
Bank of America
North Carolina
$59.8M
5
MSU
Mizuho Securities USA
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
126
Tranquility Partners
Tennessee
$768K +$37.5K +273 +5%
AIC
127
Ameritas Investment Company
Nebraska
$760K -$85.2K -622 -10%
Lido Advisors
128
Lido Advisors
California
$755K +$11.7K +85 +2%
HW
129
Hancock Whitney
Mississippi
$749K – – –
IAS
130
Investment Advisory Services
Texas
$720K – – –
CBFP
131
Cedar Brook Financial Partners
Ohio
$714K -$44.7K -326 -6%
PCH
132
PGIM Custom Harvest
New Jersey
$714K +$714K +5,204 New
Cohen & Steers
133
Cohen & Steers
New York
$712K -$3.32M -24,203 -82%
TF
134
Trek Financial
Arizona
$702K +$265K +1,931 +61%
SFS
135
Sowell Financial Services
Arkansas
$697K +$377K +2,748 +118%
SWM
136
SeaCrest Wealth Management
New York
$690K -$56.2K -410 -8%
HB
137
Homrich & Berg
Georgia
$690K +$690K +5,028 New
NEWAS
138
N.E.W. Advisory Services
Wisconsin
$676K +$676K +4,922 New
FTUS
139
Flow Traders U.S.
New York
$676K +$676K +4,927 New
BSW
140
Buckingham Strategic Wealth
Missouri
$671K +$94K +685 +16%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$670K -$426K -3,109 -39%
VFG
142
V2 Financial group
Illinois
$659K +$659K +4,800 New
PWS
143
Precision Wealth Strategies
Missouri
$653K +$653K +4,761 New
NWA
144
Navis Wealth Advisors
New York
$651K +$651K +4,745 New
BF
145
BOK Financial
Oklahoma
$650K -$3.02K -22 -0.5%
BRWM
146
B. Riley Wealth Management
Tennessee
$634K +$74.5K +543 +13%
GWM
147
Gray Wealth Management
Maine
$633K +$16.7K +122 +3%
VFA
148
Voya Financial Advisors
Connecticut
$630K -$783K -5,788 -55%
APP
149
Avantax Planning Partners
Iowa
$629K +$274 +2 +0%
CFG
150
Cooper Financial Group
California
$628K +$628K +4,575 New
4 5
6
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