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Vanguard Utilities ETF
VPU

Overview Fund Activity

368 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
44
Increased
122
Reduced
113
Closed
42
Calls
$6.89M
Puts
$3.15M
Net Calls
+$3.74M
Net Calls Change
+$5.3M

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$15.5M
2
AIC
Ameritas Investment Company
Nebraska
+$8.93M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.87M
4
PCA
Personal Capital Advisors
California
+$5.72M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.92M

Top Sellers

1
LPL Financial
LPL Financial
California
-$11.5M
2
Bank of America
Bank of America
North Carolina
-$9.75M
3
FIM
Freedom Investment Management
Connecticut
-$9.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.87M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
201
Simmons Bank
Arkansas
$358K – – –
RBFC
202
Roman Butler Fullerton & Co
Missouri
$358K +$358K +2,453 New
MAS
203
Madden Advisory Services
Florida
$347K -$6.89K -49 -2%
NG
204
Northstar Group
New York
$347K – – –
AWE
205
Avidian Wealth Enterprises
Texas
$345K +$27.7K +197 +9%
NIM
206
Northeast Investment Management
Massachusetts
$342K – – –
MFGM
207
Marshall Financial Group (Maryland)
Maryland
$339K +$44.1K +314 +15%
EAM
208
Evanson Asset Management
California
$338K -$2.25K -16 -0.7%
NEWAS
209
N.E.W. Advisory Services
Wisconsin
$333K -$360K -2,556 -52%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$333K -$295K -2,100 -47%
SMC
211
Smith, Moore & Co
Missouri
$330K -$266K -1,890 -45%
MTC
212
Matrix Trust Company
Colorado
$326K +$6.47K +46 +2%
BWM
213
Bulltick Wealth Management
Florida
$323K – – –
BIA
214
Bigelow Investment Advisors
Maine
$323K -$73.7K -525 -19%
PA
215
Parallel Advisors
California
$315K – – –
RVPG
216
Relative Value Partners Group
$304K – – –
NB
217
Northwest Bancshares
Pennsylvania
$302K – – –
DWM
218
Doyle Wealth Management
Florida
$300K -$1.4K -10 -0.5%
MHS
219
M Holdings Securities
Oregon
$296K +$296K +2,108 New
AWA
220
Acorn Wealth Advisors
Michigan
$293K +$22.5K +160 +8%
GLLW
221
Graves Light Lenhart Wealth
Virginia
$283K – – –
JIC
222
Joel Isaacson & Co
New York
$281K – – –
SCM
223
Southport Capital Management
Tennessee
$280K -$216K -1,539 -44%
PCM
224
Poehling Capital Management
Wisconsin
$274K – – –
YIH
225
Y-Intercept (HK)
Hong Kong
$272K +$272K +1,951 New
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