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Vanguard Utilities ETF
VPU

Overview Fund Activity

334 hedge funds and large institutions have $981M invested in Vanguard Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
41
Increased
106
Reduced
111
Closed
42
Calls
$3.74M
Puts
$1.71M
Net Calls
+$2.04M
Net Calls Change
-$4.33M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$47.1M
2
SS
2
Simplicity Solutions
Minnesota
$17.7M
3
AWM
3
AE Wealth Management
Kansas
$18.6M
4
Truist Financial
4
Truist Financial
North Carolina
$15.7M
5
UBS Group
5
UBS Group
Switzerland
$34.7M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$82M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$371K
4
BCP
4
Berkeley Capital Partners
Georgia
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
SkyOak Wealth
Michigan
$470K +$470K +3,853 New
PAMG
152
Patton Albertson Miller Group
Tennessee
$460K – – –
Vanguard Group
153
Vanguard Group
Pennsylvania
$450K +$24.1K +198 +6%
AFS
154
Axiom Financial Strategies
Indiana
$449K +$449K +3,685 New
AA
155
Ancora Advisors
Ohio
$436K – – –
NRI
156
NFP Retirement Inc
California
$421K +$11.5K +94 +3%
FCFC
157
First Commonwealth Financial Corp
Pennsylvania
$419K – – –
HIS
158
Horizon Investment Services
Indiana
$415K -$19.4K -159 -4%
BCP
159
Blackhawk Capital Partners
Wisconsin
$411K -$178K -1,244 -30%
OL
160
Optas LLC
Texas
$410K -$25.1K -206 -6%
TA
161
Tiedemann Advisors
New York
$407K – – –
DWM
162
Doyle Wealth Management
Florida
$401K +$853 +7 +0.2%
EF
163
Empirical Finance
Pennsylvania
$399K – – –
VHAM
164
Van Hulzen Asset Management
California
$399K +$399K +3,270 New
DADC
165
D.A. Davidson & Co
Montana
$396K +$208K +1,702 +110%
SCM
166
Southport Capital Management
Tennessee
$392K +$105K +864 +37%
MFW
167
Meristem Family Wealth
Minnesota
$391K – – –
BSW
168
Buckingham Strategic Wealth
Missouri
$389K +$89.7K +736 +30%
IWM
169
IHT Wealth Management
Illinois
$387K +$93.9K +771 +32%
FFS
170
Founders Financial Securities
Maryland
$385K +$385K +3,154 New
RFC
171
Regions Financial Corp
Alabama
$382K -$731 -6 -0.2%
RMAM
172
Raab & Moskowitz Asset Management
New Jersey
$376K -$6.09K -50 -2%
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$371K -$12.5M -102,268 -97%
CC
174
Callan Capital
California
$368K -$145K -1,189 -28%
NG
175
Northstar Group
New York
$366K -$12.2K -100 -3%
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7
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