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Vanguard Utilities ETF
VPU

Overview Fund Activity

375 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
145
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$32.4M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$156M
3
HF
HRT Financial
New York
$5.26M
4
Osaic Holdings
Osaic Holdings
Arizona
$39.8M
5
SWA
Stratos Wealth Advisors
Ohio
$5.19M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$35.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.9M
3
FP
Financial Perspectives
Minnesota
$106K
4
FIM
Freedom Investment Management
Connecticut
$2.48M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
201
Madden Advisory Services
Florida
$366K +$23.6K +170 +7%
FSC
202
Full Sail Capital
Oklahoma
$363K -$2.77K -20 -0.8%
ECG
203
Edge Capital Group
Georgia
$357K -$14.8K -107 -4%
SB
204
Simmons Bank
Arkansas
$354K – – –
AWE
205
Avidian Wealth Enterprises
Texas
$344K +$3.19K +23 +0.9%
NG
206
Northstar Group
New York
$343K – – –
MFGM
207
Marshall Financial Group (Maryland)
Maryland
$343K +$8.05K +58 +2%
RBFC
208
Roman Butler Fullerton & Co
Missouri
$340K – – –
NIM
209
Northeast Investment Management
Massachusetts
$338K – – –
CAAS
210
Capital Asset Advisory Services
Michigan
$333K -$1.08M -7,805 -76%
Neuberger Berman Group
211
Neuberger Berman Group
New York
$329K – – –
SMC
212
Smith, Moore & Co
Missouri
$326K – – –
BOPW
213
Brandywine Oak Private Wealth
Pennsylvania
$324K +$324K +2,338 New
BWM
214
Bulltick Wealth Management
Florida
$319K – – –
BIA
215
Bigelow Investment Advisors
Maine
$319K – – –
PA
216
Parallel Advisors
California
$312K +$1.25K +9 +0.4%
RVPG
217
Relative Value Partners Group
$300K – – –
NB
218
Northwest Bancshares
Pennsylvania
$298K – – –
MWM
219
Mission Wealth Management
California
$298K +$45.6K +329 +18%
SFS
220
Summit Financial Strategies
Ohio
$296K +$296K +2,136 New
HNB
221
Huntington National Bank
Ohio
$293K +$293K +2,114 New
NEWAS
222
N.E.W. Advisory Services
Wisconsin
$290K -$37.8K -273 -12%
ACM
223
Advisors Capital Management
New Jersey
$289K +$37.1K +268 +15%
PWM
224
Praetorian Wealth Management
California
$287K +$287K +2,072 New
GLLW
225
Graves Light Lenhart Wealth
Virginia
$280K +$694 +5 +0.2%
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