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Vanguard Utilities ETF
VPU

Overview Fund Activity

368 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
44
Increased
122
Reduced
113
Closed
42
Calls
$6.89M
Puts
$3.15M
Net Calls
+$3.74M
Net Calls Change
+$5.3M

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$31.8M
2
AIC
Ameritas Investment Company
Nebraska
$9.71M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$148M
4
PCA
Personal Capital Advisors
California
$35.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.9M

Top Sellers

1
LPL Financial
LPL Financial
California
$52.3M
2
Bank of America
Bank of America
North Carolina
$51.5M
3
FIM
Freedom Investment Management
Connecticut
$16.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.6M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$886K +$262K +1,864 +42%
SFS
127
Sowell Financial Services
Arkansas
$878K +$145K +1,009 +20%
IFO
128
Independent Family Office
New York
$859K – – –
Prudential Financial
129
Prudential Financial
New Jersey
$848K -$168K -1,193 -16%
SF
130
Synovus Financial
Georgia
$821K -$30.9K -220 -4%
MAFM
131
Mid Atlantic Financial Management
Pennsylvania
$800K -$404K -2,879 -34%
CPSC
132
Carl P. Sherr & Co
Massachusetts
$791K +$1.69K +12 +0.2%
TP
133
Tranquility Partners
Tennessee
$788K +$1.27K +9 +0.2%
WDC
134
Woodward Diversified Capital
California
$775K -$223K -1,584 -22%
APP
135
Avantax Planning Partners
Iowa
$773K +$129K +915 +20%
HW
136
Hancock Whitney
Mississippi
$766K – – –
FP
137
Financial Perspectives
Minnesota
$766K +$761K +106,865 +13,951%
Citadel Advisors
138
Citadel Advisors
Florida
$757K -$882K -6,278 -54%
GRP
139
Global Retirement Partners
California
$746K +$131K +929 +21%
HB
140
Homrich & Berg
Georgia
$737K +$30.5K +217 +4%
FFC
141
First Financial Corp
Indiana
$708K -$111K -788 -14%
TF
142
Trek Financial
Arizona
$706K -$12.1K -86 -2%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$701K +$14.7K +105 +2%
WCM
144
Windham Capital Management
Massachusetts
$688K -$188K -1,336 -21%
BRWA
145
B. Riley Wealth Advisors
Florida
$685K +$73.8K +525 +12%
VFG
146
V2 Financial group
Illinois
$674K – – –
NWA
147
Navis Wealth Advisors
New York
$667K – – –
DADC
148
D.A. Davidson & Co
Montana
$666K +$107K +763 +19%
BCA
149
Bay Colony Advisors
Massachusetts
$665K +$124K +884 +23%
RJT
150
Raymond James Trust
Florida
$652K +$49.9K +355 +8%
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