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Vanguard Utilities ETF
VPU

Overview Fund Activity

380 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
380
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
137
Reduced
86
Closed
27
Calls
$4.15M
Puts
$3.91M
Net Calls
+$235K
Net Calls Change
-$846K

Top Buyers

1
Citigroup
1
Citigroup
New York
$46.2M
2
AIC
2
Ameritas Investment Company
Nebraska
$37.6M
3
JWCA
3
J.W. Cole Advisors
Florida
$23.7M
4
LPL Financial
4
LPL Financial
California
$61.6M
5
PL
5
Polianta Ltd
Jersey
$7.81M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.33M
2
Truist Financial
2
Truist Financial
North Carolina
$7.69M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.9M
4
AWM
4
AE Wealth Management
Kansas
$2.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
126
Central Trust Company
Missouri
$857K – – –
IFO
127
Independent Family Office
New York
$851K – – –
BRWM
128
B. Riley Wealth Management
Tennessee
$835K +$57.5K +413 +7%
ASN
129
Advisory Services Network
Georgia
$827K -$179K -1,285 -18%
CWP
130
Capital Wealth Planning
Florida
$797K +$797K +5,725 New
WCM
131
Windham Capital Management
Massachusetts
$783K +$144K +1,033 +23%
BRWA
132
B. Riley Wealth Advisors
Florida
$782K +$38K +273 +5%
SF
133
Synovus Financial
Georgia
$770K -$47.4K -341 -6%
CPSC
134
Carl P. Sherr & Co
Massachusetts
$769K -$4.32K -31 -0.6%
Comerica Bank
135
Comerica Bank
Texas
$763K +$380K +2,560 +99%
HW
136
Hancock Whitney
Mississippi
$759K – – –
FWM
137
Frontier Wealth Management
Missouri
$755K +$114K +820 +18%
CCFM
138
Clear Creek Financial Management
Washington
$744K +$744K +5,344 New
APP
139
Avantax Planning Partners
Iowa
$743K -$22.7K -163 -3%
FIM
140
Freedom Investment Management
Connecticut
$736K -$1.75M -12,576 -70%
AAS
141
Avantax Advisory Services
Texas
$732K +$165K +1,181 +29%
IAS
142
Investment Advisory Services
Texas
$730K – – –
WDC
143
Woodward Diversified Capital
California
$726K -$45.1K -324 -6%
ACA
144
Atlas Capital Advisors
Wyoming
$720K -$251K -1,803 -26%
GWM
145
Gray Wealth Management
Maine
$707K +$64.2K +461 +10%
FFC
146
First Financial Corp
Indiana
$704K -$695 -5 -0.1%
TF
147
Trek Financial
Arizona
$700K – – –
MECA
148
Miller Equity Capital Advisors
Texas
$696K +$55.6K +400 +9%
RFC
149
Regions Financial Corp
Alabama
$692K -$8.36K -60 -1%
VFG
150
V2 Financial group
Illinois
$668K -$974 -7 -0.1%
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6
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