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Vanguard Utilities ETF
VPU

Overview Fund Activity

380 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
137
Reduced
86
Closed
27
Calls
$4.15M
Puts
$3.91M
Net Calls
+$235K
Net Calls Change
-$846K

Top Buyers

1
Citigroup
Citigroup
New York
$46.2M
2
AIC
Ameritas Investment Company
Nebraska
$37.6M
3
JWCA
J.W. Cole Advisors
Florida
$23.7M
4
LPL Financial
LPL Financial
California
$61.6M
5
PL
Polianta Ltd
Jersey
$7.81M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$5.33M
2
Truist Financial
Truist Financial
North Carolina
$7.69M
3
Vanguard Group
Vanguard Group
Pennsylvania
$52.9M
4
AWM
AE Wealth Management
Kansas
$2.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
201
Evanson Asset Management
California
$375K – – –
FSC
202
Full Sail Capital
Oklahoma
$374K +$9.87K +71 +3%
SWP
203
Stratos Wealth Partners
Ohio
$362K -$208K -1,496 -37%
ECG
204
Edge Capital Group
Georgia
$358K – – –
SB
205
Simmons Bank
Arkansas
$353K -$1.39K -10 -0.4%
RBFC
206
Roman Butler Fullerton & Co
Missouri
$349K – – –
ACP
207
Aveo Capital Partners
Colorado
$347K +$136K +976 +64%
AWE
208
Avidian Wealth Enterprises
Texas
$345K – – –
NG
209
Northstar Group
New York
$344K – – –
MTC
210
Matrix Trust Company
Colorado
$341K +$196K +1,413 +136%
CAAS
211
Capital Asset Advisory Services
Michigan
$340K +$3.23K +23 +1%
NIM
212
Northeast Investment Management
Massachusetts
$339K – – –
SB
213
Strategic Blueprint
Georgia
$334K +$95.8K +689 +40%
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$334K +$116K +835 +53%
Neuberger Berman Group
215
Neuberger Berman Group
New York
$330K – – –
SMC
216
Smith, Moore & Co
Missouri
$326K – – –
BWM
217
Bulltick Wealth Management
Florida
$323K – – –
I2I
218
Insight 2811 Inc
Illinois
$318K +$37K +266 +13%
MFGM
219
Marshall Financial Group (Maryland)
Maryland
$316K -$27.4K -197 -8%
PA
220
Parallel Advisors
California
$313K – – –
ACM
221
Advisors Capital Management
New Jersey
$312K +$21.6K +155 +7%
HNB
222
Huntington National Bank
Ohio
$310K +$2.18K +15 +0.7%
IA
223
IFP Advisors
Florida
$309K +$258K +1,834 +511%
BIA
224
Bigelow Investment Advisors
Maine
$306K -$13.9K -100 -4%
RVPG
225
Relative Value Partners Group
$304K – – –
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9
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