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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 %
DI
201
DAGCO Inc
Ohio
$305K +$53.6K +375 +21%
LNC
202
Lincoln National Corp
Pennsylvania
$303K – – –
MIM
203
Moseley Investment Management
Florida
$299K – – –
MTC
204
Matrix Trust Company
Colorado
$298K +$4.42K +31 +2%
SCA
205
Snowden Capital Advisors
New York
$297K +$4.14K +29 +1%
PA
206
Parallel Advisors
California
$296K +$1.43K +10 +0.5%
RICHC
207
Renaissance Investment Consultants Holding Company
Pennsylvania
$296K +$296K +2,078 New
SVWAG
208
Sound View Wealth Advisors Group
Georgia
$294K +$294K +2,059 New
WIA
209
World Investment Advisors
California
$291K +$143 +1 +0%
CIBC World Market
210
CIBC World Market
Ontario, Canada
$288K -$43.1K -301 -13%
BRC
211
Bell Rock Capital
Delaware
$279K +$279K +1,963 New
FRA
212
Front Row Advisors
California
$278K – – –
ACP
213
Ashfield Capital Partners
California
$276K – – –
CANC
214
Culbertson A N & Co
Virginia
$275K – – –
LIM
215
Leavell Investment Management
Alabama
$270K – – –
TFS
216
Thoroughbred Financial Services
Tennessee
$269K +$714 +5 +0.3%
EAM
217
Evanson Asset Management
California
$269K +$269K +1,886 New
AIM
218
Anchor Investment Management
South Carolina
$268K -$8.43K -59 -3%
TFO
219
Tarbox Family Office
California
$268K – – –
SG
220
StoneX Group
New York
$265K -$4.15K -29 -2%
TNB
221
TCF National Bank
South Dakota
$265K +$7.15K +50 +3%
AWA
222
Acorn Wealth Advisors
Michigan
$262K +$1.83K +13 +0.7%
SB
223
Strategic Blueprint
Georgia
$259K -$2K -14 -0.8%
IAA
224
Independent Advisor Alliance
North Carolina
$255K +$255K +1,788 New
SIA
225
Starfire Investment Advisers
Michigan
$254K +$254K +1,779 New
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