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Vanguard Utilities ETF
VPU

Overview Fund Activity

375 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
145
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$32.4M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$156M
3
HF
3
HRT Financial
New York
$5.26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$39.8M
5
SWA
5
Stratos Wealth Advisors
Ohio
$5.19M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$35.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.9M
3
FP
3
Financial Perspectives
Minnesota
$106K
4
FIM
4
Freedom Investment Management
Connecticut
$2.48M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
176
Main Street Financial Solutions
Pennsylvania
$481K +$41.6K +300 +9%
FCFC
177
First Commonwealth Financial Corp
Pennsylvania
$477K – – –
AWM
178
Accel Wealth Management
Iowa
$475K +$38.8K +280 +9%
MFW
179
Meristem Family Wealth
Minnesota
$472K +$27.7K +200 +6%
AA
180
Ancora Advisors
Ohio
$454K -$16.8K -121 -4%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$453K +$453K +3,261 New
HIIFS
182
Harel Insurance Investments & Financial Services
Israel
$445K – – –
VHAM
183
Van Hulzen Asset Management
California
$438K +$17.3K +125 +4%
MWM
184
Meridian Wealth Management
Kentucky
$431K – – –
WIC
185
Whitegate Investment Counselors
New Hampshire
$430K -$6.65K -48 -2%
WCA
186
Windsor Creek Advisors
Vermont
$428K -$831K -5,986 -66%
RMAM
187
Raab & Moskowitz Asset Management
New Jersey
$423K +$3.47K +25 +0.8%
MIH
188
Meitav Investment House
Israel
$416K – – –
MPCG
189
Matrix Private Capital Group
New York
$415K – – –
First Manhattan
190
First Manhattan
New York
$411K +$333K +2,400 +425%
MFP
191
Meridian Financial Partners
Virginia
$406K +$406K +2,835 New
FPW
192
Flagship Private Wealth
Massachusetts
$404K +$142 +1 +0%
Renaissance Technologies
193
Renaissance Technologies
New York
$402K +$402K +2,900 New
SWMG
194
Strategic Wealth Management Group
Maryland
$400K +$694 +5 +0.2%
TI
195
Trexquant Investment
Connecticut
$400K +$400K +2,880 New
EFS
196
Essex Financial Services
Connecticut
$391K +$391K +2,815 New
AWA
197
Arkadios Wealth Advisors
Georgia
$390K +$366K +2,639 +1,534%
AWS
198
AJ Wealth Strategies
New York
$387K +$1.94K +14 +0.5%
Comerica Bank
199
Comerica Bank
Texas
$387K +$153K +1,018 +65%
EAM
200
Evanson Asset Management
California
$375K +$41.2K +297 +12%
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