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Vanguard Utilities ETF
VPU

Overview Fund Activity

371 hedge funds and large institutions have $1.14B invested in Vanguard Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
69
Increased
111
Reduced
107
Closed
25
Calls
$4.91M
Puts
$6.47M
Net Calls
-$1.56M
Net Calls Change
-$1.41M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$61.2M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$137M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$85M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.9M
5
FIM
5
Freedom Investment Management
Connecticut
$25.1M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$521K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16M
3
Ameriprise
3
Ameriprise
Minnesota
$8.08M
4
Bank of America
4
Bank of America
North Carolina
$59.8M
5
MSU
5
Mizuho Securities USA
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$347K -$395K -11,184 -53%
MAS
202
Madden Advisory Services
Florida
$346K +$24.2K +176 +8%
RIL
203
Rothschild Investment LLC
Illinois
$344K +$344K +2,510 New
JHCP
204
Jackson Hole Capital Partners
Oklahoma
$343K +$137 +1 +0%
NG
205
Northstar Group
New York
$339K – – –
AIM
206
Anchor Investment Management
South Carolina
$338K -$686 -5 -0.2%
NIM
207
Northeast Investment Management
Massachusetts
$334K -$4.52K -33 -1%
MSFS
208
Main Street Financial Solutions
Pennsylvania
$334K +$334K +2,435 New
EAM
209
Evanson Asset Management
California
$332K +$549 +4 +0.2%
FG
210
Foster Group
Iowa
$332K +$332K +2,463 New
OPS
211
Orion Portfolio Solutions
Nebraska
$323K +$323K +2,357 New
BWM
212
Bulltick Wealth Management
Florida
$316K +$316K +2,300 New
MTC
213
Matrix Trust Company
Colorado
$312K -$7.97K -58 -2%
AWE
214
Avidian Wealth Enterprises
Texas
$310K +$310K +2,259 New
PA
215
Parallel Advisors
California
$307K -$12.1K -88 -4%
RVPG
216
Relative Value Partners Group
$297K – – –
DWM
217
Doyle Wealth Management
Florida
$295K -$80.8K -588 -21%
NB
218
Northwest Bancshares
Pennsylvania
$295K – – –
AF
219
Advisornet Financial
Minnesota
$293K -$273K -1,988 -48%
MFGM
220
Marshall Financial Group (Maryland)
Maryland
$288K +$288K +2,100 New
SWM
221
Selective Wealth Management
Virginia
$280K +$1.92K +14 +0.7%
GLLW
222
Graves Light Lenhart Wealth
Virginia
$276K +$276K +2,012 New
JIC
223
Joel Isaacson & Co
New York
$274K – – –
PCM
224
Poehling Capital Management
Wisconsin
$268K – – –
OL
225
Optas LLC
Texas
$267K – – –
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9
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