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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 %
FCFC
176
First Commonwealth Financial Corp
Pennsylvania
$483K – – –
AA
177
Ancora Advisors
Ohio
$477K -$7.73K -55 -2%
NRI
178
NFP Retirement Inc
California
$466K +$562 +4 +0.1%
HIIFS
179
Harel Insurance Investments & Financial Services
Israel
$460K – – –
FG
180
Foster Group
Iowa
$458K +$112K +798 +32%
RIL
181
Rothschild Investment LLC
Illinois
$456K +$103K +735 +29%
MFW
182
Meristem Family Wealth
Minnesota
$450K – – –
EF
183
Empirical Finance
Pennsylvania
$449K – – –
MSFS
184
Main Street Financial Solutions
Pennsylvania
$445K +$103K +731 +30%
WIC
185
Whitegate Investment Counselors
New Hampshire
$443K +$443K +3,150 New
AWM
186
Accel Wealth Management
Iowa
$442K – – –
MWM
187
Meridian Wealth Management
Kentucky
$436K – – –
HIS
188
Horizon Investment Services
Indiana
$428K -$2.67K -19 -0.6%
VHAM
189
Van Hulzen Asset Management
California
$426K +$4.92K +35 +1%
RMAM
190
Raab & Moskowitz Asset Management
New Jersey
$425K -$115K -820 -21%
TSS
191
Two Sigma Securities
New York
$422K +$422K +3,004 New
MPCG
192
Matrix Private Capital Group
New York
$420K -$49.6K -353 -11%
SWMG
193
Strategic Wealth Management Group
Maryland
$404K – – –
FPW
194
Flagship Private Wealth
Massachusetts
$404K – – –
FB
195
First Bancorp
Maine
$400K +$400K +2,847 New
AWS
196
AJ Wealth Strategies
New York
$390K +$1.97K +14 +0.5%
AAS
197
Avantax Advisory Services
Texas
$380K +$380K +2,702 New
ECG
198
Edge Capital Group
Georgia
$377K +$377K +2,681 New
FSC
199
Full Sail Capital
Oklahoma
$376K -$23.5K -165 -6%
CBFP
200
Cedar Brook Financial Partners
Ohio
$363K -$368K -2,621 -50%
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