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Vanguard Utilities ETF
VPU

Overview Fund Activity

334 hedge funds and large institutions have $981M invested in Vanguard Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
41
Increased
106
Reduced
111
Closed
42
Calls
$3.74M
Puts
$1.71M
Net Calls
+$2.04M
Net Calls Change
-$4.33M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$47.1M
2
SS
2
Simplicity Solutions
Minnesota
$17.7M
3
AWM
3
AE Wealth Management
Kansas
$18.6M
4
Truist Financial
4
Truist Financial
North Carolina
$15.7M
5
UBS Group
5
UBS Group
Switzerland
$34.7M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$82M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$371K
4
BCP
4
Berkeley Capital Partners
Georgia
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
201
Avantax Advisory Services
Texas
$268K -$2.15M -17,629 -89%
SB
202
Simmons Bank
Arkansas
$268K -$3.17K -26 -1%
BRWA
203
B. Riley Wealth Advisors
Florida
$266K -$290K -2,369 -52%
OWD
204
Osborn Williams & Donohoe
Ohio
$266K – – –
RVPG
205
Relative Value Partners Group
$263K – – –
NB
206
Northwest Bancshares
Pennsylvania
$262K – – –
DI
207
DAGCO Inc
Ohio
$260K – – –
OMC
208
Old Mission Capital
Illinois
$256K +$256K +2,100 New
MIM
209
Moseley Investment Management
Florida
$255K – – –
FRA
210
Front Row Advisors
California
$245K – – –
FFA
211
Fragasso Financial Advisors
Pennsylvania
$245K +$245K +2,010 New
PCIA
212
Prime Capital Investment Advisors
Kansas
$244K +$103K +844 +73%
JIC
213
Joel Isaacson & Co
New York
$244K +$244K +2,000 New
TFS
214
Thoroughbred Financial Services
Tennessee
$243K +$13.5K +111 +6%
PCM
215
Poehling Capital Management
Wisconsin
$238K +$54.9K +450 +30%
BCM
216
Bayesian Capital Management
New York
$237K +$237K +1,940 New
CANC
217
Culbertson A N & Co
Virginia
$234K – – –
AWA
218
Acorn Wealth Advisors
Michigan
$230K +$1.72K +14 +0.8%
TFO
219
Tarbox Family Office
California
$228K – – –
SB
220
Strategic Blueprint
Georgia
$221K – – –
TRCT
221
Tower Research Capital (TRC)
New York
$220K -$641K -5,255 -74%
LIM
222
Leavell Investment Management
Alabama
$219K -$11K -90 -5%
IWC
223
Integrated Wealth Concepts
Massachusetts
$218K -$75.7K -622 -26%
Neuberger Berman Group
224
Neuberger Berman Group
New York
$216K – – –
TNB
225
TCF National Bank
South Dakota
$215K -$11.4K -93 -5%
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