VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

316 hedge funds and large institutions have $964M invested in Vanguard Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-18
Holders Change %
-5.39%
% of All Funds
6.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
34
Increased
101
Reduced
107
Closed
48
Calls
$3.1M
Puts
$4.9M
Net Calls
-$1.79M
Net Calls Change
-$3.83M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.3M
2
FIM
Freedom Investment Management
Connecticut
$21.7M
3
Bank of America
Bank of America
North Carolina
$62.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.13M
5
NWS
Newport Wealth Strategies
California
$4.57M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.5M
2
TF
TIAA FSB
Florida
$7.32M
3
AWM
AE Wealth Management
Kansas
$5.16M
4
SS
Simplicity Solutions
Minnesota
$4.31M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
201
Equitable Holdings
New York
$246K +$246K +1,993 New
FRA
202
Front Row Advisors
California
$241K – – –
PCM
203
Poehling Capital Management
Wisconsin
$241K – – –
CWM
204
Cabot Wealth Management
Massachusetts
$239K -$32.8K -266 -12%
CANC
205
Culbertson A N & Co
Virginia
$238K – – –
AWA
206
Acorn Wealth Advisors
Michigan
$234K +$2.35K +19 +1%
MAS
207
Madden Advisory Services
Florida
$229K -$640K -5,182 -74%
SB
208
Strategic Blueprint
Georgia
$224K – – –
LWM
209
Loveless Wealth Management
Montana
$218K – – –
AWM
210
Aevitas Wealth Management
Massachusetts
$216K +$216K +1,747 New
WIA
211
World Investment Advisors
California
$215K -$14.7K -110 -6%
IWC
212
Integrated Wealth Concepts
Massachusetts
$213K -$8.27K -67 -4%
AIM
213
Anchor Investment Management
South Carolina
$213K – – –
EGWAG
214
Elwood & Goetz Wealth Advisory Group
Georgia
$210K +$210K +1,699 New
SAS
215
Stelac Advisory Services
New York
$209K -$2.03M -16,378 -91%
WHG
216
Westwood Holdings Group
Texas
$209K – – –
LIM
217
Leavell Investment Management
Alabama
$206K -$16.7K -135 -8%
BRWA
218
B. Riley Wealth Advisors
Florida
$202K -$67.6K -545 -25%
CWM
219
Campbell Wealth Management
Virginia
$174K +$174K +1,405 New
NSIM
220
North Star Investment Management
Illinois
$159K +$1.61K +13 +1%
SPIA
221
Steward Partners Investment Advisory
New York
$159K +$16.6K +134 +12%
SIAP
222
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$157K -$12.3K -100 -7%
RIM
223
Rockbridge Investment Management
New York
$154K +$154K +1,248 New
US Bancorp
224
US Bancorp
Minnesota
$152K +$131K +1,063 +633%
JPMorgan Chase & Co
225
JPMorgan Chase & Co
New York
$151K -$225K -1,820 -60%
7 8
9
10 11