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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 %
GWM
151
Gray Wealth Management
Maine
$648K – – –
FWM
152
Frontier Wealth Management
Missouri
$647K +$647K +4,606 New
CTFG
153
Capstone Triton Financial Group
Oklahoma
$644K -$163K -1,158 -20%
BRWM
154
B. Riley Wealth Management
Tennessee
$644K -$5.2K -37 -0.8%
BSW
155
Buckingham Strategic Wealth
Missouri
$643K -$44.1K -314 -6%
BF
156
BOK Financial
Oklahoma
$643K -$22.5K -160 -3%
MECA
157
Miller Equity Capital Advisors
Texas
$619K +$56.2K +400 +10%
RFC
158
Regions Financial Corp
Alabama
$616K -$14.1K -100 -2%
VFA
159
Voya Financial Advisors
Connecticut
$600K -$49.7K -356 -8%
SFG
160
Sovereign Financial Group
Connecticut
$592K +$23.9K +170 +4%
LNC
161
Lincoln National Corp
Pennsylvania
$576K +$104K +738 +22%
JWCA
162
J.W. Cole Advisors
Florida
$575K +$88K +627 +18%
VA
163
Valmark Advisers
Ohio
$574K -$39.5K -281 -6%
HCIA
164
Hochman Cole Investment Advisors
Illinois
$561K -$34.4K -245 -6%
PAMG
165
Patton Albertson Miller Group
Tennessee
$558K – – –
SWP
166
Stratos Wealth Partners
Ohio
$556K +$128K +914 +30%
BCWM
167
Bartlett & Co Wealth Management
Ohio
$548K – – –
BC
168
Bartlett & Co
Ohio
$548K – – –
Fidelity Investments
169
Fidelity Investments
Massachusetts
$521K -$17.4K -124 -3%
CFGS
170
Concourse Financial Group Securities
Alabama
$520K -$17.8K -126 -3%
Macquarie Group
171
Macquarie Group
Australia
$518K -$561K -4,090 Closed
IOOF
172
Independent Order of Foresters
Ontario, Canada
$518K -$57.1K -406 -10%
WANY
173
Wealthspire Advisors (New York)
New York
$517K +$517K +3,677 New
MMA
174
Miracle Mile Advisors
California
$504K +$7.73K +55 +2%
IWM
175
IHT Wealth Management
Illinois
$494K -$3.23K -23 -0.6%
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