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Vanguard Utilities ETF
VPU

Overview Fund Activity

337 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
105
Reduced
89
Closed
24
Calls
$8.17M
Puts
$1.81M
Net Calls
+$6.36M
Net Calls Change
+$3.17M

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.6M
3
Truist Financial
Truist Financial
North Carolina
$3.83M
4
Morgan Stanley
Morgan Stanley
New York
$96.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.2M
3
M&T Bank
M&T Bank
New York
$0
4
Jane Street
Jane Street
New York
$0
5
CS
Comerica Securities
Michigan
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
MECA
151
Miller Equity Capital Advisors
Texas
$572K +$572K +4,005 New
BCWM
152
Bartlett & Co Wealth Management
Ohio
$571K +$15.9K +111 +3%
APP
153
Avantax Planning Partners
Iowa
$567K – – –
PAMG
154
Patton Albertson Miller Group
Tennessee
$539K +$37.9K +265 +8%
GRP
155
Global Retirement Partners
California
$533K +$205K +1,437 +63%
JHCP
156
Jackson Hole Capital Partners
Oklahoma
$532K – – –
AA
157
Ancora Advisors
Ohio
$511K -$3.57K -25 -0.7%
OL
158
Optas LLC
Texas
$511K +$511K +3,570 New
HIS
159
Horizon Investment Services
Indiana
$509K -$78K -546 -13%
Vanguard Group
160
Vanguard Group
Pennsylvania
$499K -$926K -6,482 -65%
FCFC
161
First Commonwealth Financial Corp
Pennsylvania
$491K – – –
NRI
162
NFP Retirement Inc
California
$478K +$478K +3,364 New
TA
163
Tiedemann Advisors
New York
$477K +$48.6K +340 +11%
CB
164
Commerce Bank
Missouri
$473K +$473K +3,311 New
DWM
165
Doyle Wealth Management
Florida
$469K +$6.29K +44 +1%
EF
166
Empirical Finance
Pennsylvania
$468K – – –
MFW
167
Meristem Family Wealth
Minnesota
$458K – – –
BFEC
168
Benjamin F. Edwards & Company
Missouri
$453K +$23.1K +162 +5%
MA
169
Mutual Advisors
Nebraska
$449K +$152K +1,063 +51%
RFC
170
Regions Financial Corp
Alabama
$448K -$5.14K -36 -1%
RMAM
171
Raab & Moskowitz Asset Management
New Jersey
$447K -$713 -5 -0.2%
CFG
172
CMC Financial Group
Georgia
$443K -$49.7K -348 -10%
NG
173
Northstar Group
New York
$443K -$14.3K -100 -3%
BWA
174
Beam Wealth Advisors
Louisiana
$442K +$442K +3,096 New
MIH
175
Meitav Investment House
Israel
$429K -$286K -2,000 -40%
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