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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.

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$5.33M
2
Truist Financial
Truist Financial
North Carolina
$7.69M
3
Vanguard Group
Vanguard Group
Pennsylvania
$52.9M
4
AWM
AE Wealth Management
Kansas
$2.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
151
Raymond James Trust
Florida
$665K +$19.6K +141 +3%
IFWM
152
Institute for Wealth Management
Colorado
$664K +$120K +863 +22%
NWA
153
Navis Wealth Advisors
New York
$661K – – –
SFG
154
Sovereign Financial Group
Connecticut
$636K +$49.4K +355 +8%
LNC
155
Lincoln National Corp
Pennsylvania
$633K +$13.6K +98 +2%
DADC
156
D.A. Davidson & Co
Montana
$632K -$5.84K -42 -0.9%
MC
157
Matisse Capital
Oregon
$612K +$612K +4,400 New
VA
158
Valmark Advisers
Ohio
$611K +$128K +921 +27%
BSW
159
Buckingham Strategic Wealth
Missouri
$609K -$98.8K -710 -14%
GRP
160
Global Retirement Partners
California
$606K -$80.3K -577 -12%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$606K +$67.1K +483 +12%
BF
162
BOK Financial
Oklahoma
$601K +$601K +4,317 New
HB
163
Homrich & Berg
Georgia
$596K -$99.5K -715 -14%
MSFS
164
Main Street Financial Solutions
Pennsylvania
$596K +$114K +820 +24%
RIL
165
Rothschild Investment LLC
Illinois
$576K +$20.9K +150 +4%
HCIA
166
Hochman Cole Investment Advisors
Illinois
$575K +$39.2K +282 +7%
AWM
167
Accel Wealth Management
Iowa
$561K +$84.8K +610 +18%
NRI
168
NFP Retirement Inc
California
$557K +$63.6K +457 +13%
PAMG
169
Patton Albertson Miller Group
Tennessee
$552K – – –
BCWM
170
Bartlett & Co Wealth Management
Ohio
$551K +$3.37K +24 +0.6%
BC
171
Bartlett & Co
Ohio
$546K +$3.34K +24 +0.6%
FG
172
Foster Group
Iowa
$535K +$32.4K +233 +6%
BCA
173
Bay Colony Advisors
Massachusetts
$529K -$128K -923 -20%
CFGS
174
Concourse Financial Group Securities
Alabama
$527K -$6.03K -43 -1%
MAS
175
Madden Advisory Services
Florida
$527K +$160K +1,147 +43%
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