VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

293 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 25 closing their positions.

Holders
293
Holders Change
+7
Holders Change %
+2.45%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
33
Increased
96
Reduced
74
Closed
25
Calls
$5.86M
Puts
$2.67M
Net Calls
+$3.19M
Net Calls Change
+$2.73M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
TF
2
TIAA FSB
Florida
$22.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$28.4M
4
LPL Financial
4
LPL Financial
California
$65.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.2M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
UFF
3
USA Financial Formulas
Michigan
$0
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$181M
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$181M 1,261,564 -42,566 -3%
Morgan Stanley
2
Morgan Stanley
New York
$93.1M 648,373 +62,228 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$67.7M 470,960 +41,694 +10%
LPL Financial
4
LPL Financial
California
$65.4M 455,415 +70,792 +18%
Bank of America
5
Bank of America
North Carolina
$56.2M 391,098 -127,390 -25%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$31.8M 221,700 -3,418 -2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$31.1M 216,467 -6,137 -3%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$31M 214,388 – –
Wells Fargo
9
Wells Fargo
California
$30.8M 214,185 +48,181 +29%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$29.7M 206,626 +191,021 +1,224%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$28.4M 197,863 +83,281 +73%
Ameriprise
12
Ameriprise
Minnesota
$28.2M 196,076 -4,890 -2%
UBS Group
13
UBS Group
Switzerland
$26.9M 187,220 +21,293 +13%
PCA
14
Personal Capital Advisors
California
$23.7M 165,324 +9,812 +6%
TF
15
TIAA FSB
Florida
$22.4M 155,603 +112,147 +258%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$20.1M 139,730 +18,712 +15%
DY
17
Dowling & Yahnke
California
$17.5M 121,798 +1,145 +0.9%
AG
18
Advisor Group
Arizona
$16.4M 113,748 +43,304 +61%
PIMG
19
Patriot Investment Management Group
Tennessee
$16M 111,193 -777 -0.7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.2M 78,250 +17,442 +29%
FMLI
21
Fukoku Mutual Life Insurance
Japan
$11.1M 77,000 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$10.3M 71,464 -5,050 -7%
CS
23
Comerica Securities
Michigan
$9.95M 68,722 +15,587 +29%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$9.76M 67,953 -2,970 -4%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$9.22M 64,200 +24,429 +61%
1
2 3 4 5