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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.

New
Increased
Maintained
Reduced
Closed
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 %
IFO
126
Independent Family Office
New York
$849K – – –
APA
127
American Portfolios Advisors
New York
$842K -$270K -1,943 -24%
FTUS
128
Flow Traders U.S.
New York
$834K +$834K +6,009 New
SF
129
Synovus Financial
Georgia
$816K +$4.86K +35 +0.6%
TP
130
Tranquility Partners
Tennessee
$779K +$1.53K +11 +0.2%
BRWM
131
B. Riley Wealth Management
Tennessee
$775K +$140K +1,006 +22%
CPSC
132
Carl P. Sherr & Co
Massachusetts
$771K -$10.6K -76 -1%
WDC
133
Woodward Diversified Capital
California
$769K +$3.05K +22 +0.4%
APP
134
Avantax Planning Partners
Iowa
$763K +$277 +2 +0%
HW
135
Hancock Whitney
Mississippi
$757K – – –
BRWA
136
B. Riley Wealth Advisors
Florida
$742K +$65.5K +472 +10%
IAS
137
Investment Advisory Services
Texas
$728K +$728K +5,245 New
BSW
138
Buckingham Strategic Wealth
Missouri
$706K +$70.8K +510 +11%
FFC
139
First Financial Corp
Indiana
$703K +$4.3K +31 +0.6%
TF
140
Trek Financial
Arizona
$698K – – –
RFC
141
Regions Financial Corp
Alabama
$697K +$89.3K +644 +15%
HB
142
Homrich & Berg
Georgia
$694K -$34.2K -246 -5%
GRP
143
Global Retirement Partners
California
$684K -$52.2K -376 -7%
VFG
144
V2 Financial group
Illinois
$667K +$971 +7 +0.1%
NWA
145
Navis Wealth Advisors
New York
$659K +$832 +6 +0.1%
BCA
146
Bay Colony Advisors
Massachusetts
$655K -$1.8K -13 -0.3%
WS
147
Wedbush Securities
California
$645K +$645K +4,650 New
RJT
148
Raymond James Trust
Florida
$644K – – –
GWM
149
Gray Wealth Management
Maine
$641K +$1.11K +8 +0.2%
FWM
150
Frontier Wealth Management
Missouri
$639K +$416 +3 +0.1%
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6
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