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Vanguard Utilities ETF
VPU

Overview Fund Activity

432 hedge funds and large institutions have $1.52B invested in Vanguard Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 154 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+52
Holders Change %
+13.68%
% of All Funds
6.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
93
Increased
154
Reduced
87
Closed
33
Calls
$5.67M
Puts
$2.58M
Net Calls
+$3.09M
Net Calls Change
+$2.86M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$38.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$39.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$95.8M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$195M
5
Osaic Holdings
Osaic Holdings
Arizona
$55.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$0
2
Citigroup
Citigroup
New York
$1.15M
3
JWCA
J.W. Cole Advisors
Florida
$1.6M
4
HF
HRT Financial
New York
$0
5
GB
Gunma Bank
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
151
Kellett Wealth Advisors
Ohio
$847K +$847K +5,413 New
APP
152
Avantax Planning Partners
Iowa
$838K +$2.66K +17 +0.3%
CPSC
153
Carl P. Sherr & Co
Massachusetts
$833K -$31.3K -200 -4%
CA
154
CoreCap Advisors
Michigan
$828K +$828K +5,296 New
IAS
155
Investment Advisory Services
Texas
$820K – – –
WPC
156
Wedmont Private Capital
Pennsylvania
$819K +$819K +5,368 New
FFC
157
First Financial Corp
Indiana
$806K +$14.8K +95 +2%
WA
158
Win Advisors
Florida
$804K +$804K +5,142 New
MECA
159
Miller Equity Capital Advisors
Texas
$798K +$15.6K +100 +2%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$787K +$105K +674 +15%
TRCT
161
Tower Research Capital (TRC)
New York
$786K -$703K -4,495 -47%
BRC
162
Bell Rock Capital
Delaware
$783K +$783K +5,058 New
WCM
163
Windham Capital Management
Massachusetts
$771K -$109K -695 -12%
VFG
164
V2 Financial group
Illinois
$751K – – –
NWA
165
Navis Wealth Advisors
New York
$743K – – –
SFG
166
Sovereign Financial Group
Connecticut
$730K +$15.6K +100 +2%
NRI
167
NFP Retirement Inc
California
$723K +$97.3K +622 +16%
SWA
168
Sax Wealth Advisors
New Jersey
$717K +$717K +4,586 New
IFWM
169
Institute for Wealth Management
Colorado
$716K -$30.3K -194 -4%
LNC
170
Lincoln National Corp
Pennsylvania
$713K +$1.25K +8 +0.2%
AWM
171
Axxcess Wealth Management
California
$710K +$710K +4,537 New
VA
172
Valmark Advisers
Ohio
$702K +$14.9K +95 +2%
MC
173
Matisse Capital
Oregon
$688K – – –
TF
174
Trek Financial
Arizona
$682K -$105K -670 -13%
BF
175
BOK Financial
Oklahoma
$672K -$3.29K -21 -0.5%
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