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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 %
HFRG
176
Houlihan Financial Resource Group
Virginia
$423K +$423K +2,961 New
DOA
177
D'Orazio & Associates
Virginia
$422K +$6.15K +43 +1%
MC
178
Moors & Cabot
Massachusetts
$415K – – –
CWM
179
Cornerstone Wealth Management
Missouri
$414K – – –
SWMG
180
Strategic Wealth Management Group
Maryland
$410K – – –
PFS
181
Prospera Financial Services
Texas
$407K -$18.6K -130 -4%
TP
182
Tranquility Partners
Tennessee
$386K – – –
WPW
183
Waldron Private Wealth
Pennsylvania
$376K – – –
5L
184
55I LLC
Massachusetts
$365K +$365K +2,553 New
BSW
185
Buckingham Strategic Wealth
Missouri
$351K -$71.2K -498 -17%
IWC
186
Integrated Wealth Concepts
Massachusetts
$345K +$113K +789 +49%
IWM
187
IHT Wealth Management
Illinois
$344K +$81.2K +568 +31%
PSF
188
Pacific Sun Financial
California
$340K – – –
SCM
189
Southport Capital Management
Tennessee
$335K +$95.9K +672 +40%
WS
190
Wedbush Securities
California
$321K +$321K +2,249 New
SB
191
Simmons Bank
Arkansas
$318K – – –
NIM
192
Northeast Investment Management
Massachusetts
$316K +$4.72K +33 +2%
CWM
193
Cabot Wealth Management
Massachusetts
$315K – – –
OWD
194
Osborn Williams & Donohoe
Ohio
$311K -$71.4K -500 -19%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$309K -$286K – –
RVPG
196
Relative Value Partners Group
$309K – – –
IF
197
Insight Folios
North Carolina
$309K +$309K +2,160 New
BAM
198
Belpointe Asset Management
Nevada
$309K +$309K +2,161 New
NB
199
Northwest Bancshares
Pennsylvania
$307K – – –
NA
200
NewEdge Advisors
Louisiana
$306K -$27.7K -194 -8%
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