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Vanguard Utilities ETF
VPU

Overview Fund Activity

371 hedge funds and large institutions have $1.14B invested in Vanguard Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
69
Increased
111
Reduced
107
Closed
25
Calls
$4.91M
Puts
$6.47M
Net Calls
-$1.56M
Net Calls Change
-$1.41M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$61.2M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$137M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$85M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.9M
5
FIM
5
Freedom Investment Management
Connecticut
$25.1M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$521K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16M
3
Ameriprise
3
Ameriprise
Minnesota
$8.08M
4
Bank of America
4
Bank of America
North Carolina
$59.8M
5
MSU
5
Mizuho Securities USA
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
176
IHT Wealth Management
Illinois
$486K +$33.5K +244 +7%
MMA
177
Miracle Mile Advisors
California
$485K +$3.43K +25 +0.7%
SCM
178
Southport Capital Management
Tennessee
$485K +$4.81K +35 +1%
JWCA
179
J.W. Cole Advisors
Florida
$476K -$1.55M -11,323 -77%
AA
180
Ancora Advisors
Ohio
$473K -$17.1K -125 -3%
FCFC
181
First Commonwealth Financial Corp
Pennsylvania
$471K – – –
LNC
182
Lincoln National Corp
Pennsylvania
$461K +$141K +1,025 +44%
MPCG
183
Matrix Private Capital Group
New York
$459K – – –
NRI
184
NFP Retirement Inc
California
$455K -$39.4K -287 -8%
EF
185
Empirical Finance
Pennsylvania
$449K – – –
MFW
186
Meristem Family Wealth
Minnesota
$440K – – –
HIIFS
187
Harel Insurance Investments & Financial Services
Israel
$433K – – –
RHP
188
Royal Harbor Partners
Texas
$432K -$77.1K -561 -15%
AWM
189
Accel Wealth Management
Iowa
$432K +$432K +3,145 New
MWM
190
Meridian Wealth Management
Kentucky
$425K +$425K +3,103 New
HIS
191
Horizon Investment Services
Indiana
$421K -$14K -102 -3%
SWP
192
Stratos Wealth Partners
Ohio
$418K -$206K -1,503 -33%
MIH
193
Meitav Investment House
Israel
$412K – – –
VHAM
194
Van Hulzen Asset Management
California
$411K +$6.86K +50 +2%
SWMG
195
Strategic Wealth Management Group
Maryland
$395K +$549 +4 +0.1%
BIA
196
Bigelow Investment Advisors
Maine
$388K -$214K -1,555 -36%
FSC
197
Full Sail Capital
Oklahoma
$388K +$1.52K +11 +0.4%
FPW
198
Flagship Private Wealth
Massachusetts
$384K +$384K +2,846 New
AWS
199
AJ Wealth Strategies
New York
$379K +$2.75K +20 +0.7%
SB
200
Simmons Bank
Arkansas
$350K +$9.34K +68 +3%
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