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Vanguard Utilities ETF
VPU

Overview Fund Activity

337 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 24 closing their positions.

Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
105
Reduced
89
Closed
24
Calls
$8.17M
Puts
$1.81M
Net Calls
+$6.36M
Net Calls Change
+$3.17M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.7M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$10.6M
3
BFP
3
Briaud Financial Planning
Texas
$3.89M
4
Truist Financial
4
Truist Financial
North Carolina
$3.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$15.2M
3
M&T Bank
3
M&T Bank
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
CS
5
Comerica Securities
Michigan
$2.77M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$178M 1,247,857 -13,707 -1%
Morgan Stanley
2
Morgan Stanley
New York
$96.4M 674,467 +26,094 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$68.3M 477,846 +6,886 +1%
LPL Financial
4
LPL Financial
California
$65.2M 456,235 +820 +0.2%
Bank of America
5
Bank of America
North Carolina
$57.3M 400,789 +9,691 +2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$31.4M 219,670 +3,203 +1%
HIIFS
7
Harel Insurance Investments & Financial Services
Israel
$30.8M 215,330 +942 +0.4%
Wells Fargo
8
Wells Fargo
California
$30.7M 214,527 +342 +0.2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$29.6M 207,360 -14,340 -6%
Ameriprise
10
Ameriprise
Minnesota
$29.5M 206,878 +10,802 +6%
UBS Group
11
UBS Group
Switzerland
$28.4M 199,021 +11,801 +6%
PCA
12
Personal Capital Advisors
California
$24.8M 173,764 +8,440 +5%
TF
13
TIAA FSB
Florida
$23.8M 166,438 +10,835 +7%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$21.2M 149,389 +9,659 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17.7M 123,773 +45,523 +58%
DY
16
Dowling & Yahnke
California
$17.7M 123,763 +1,965 +2%
PIMG
17
Patriot Investment Management Group
Tennessee
$16M 112,298 +1,105 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$15.2M 106,300 -91,563 -46%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$15M 105,311 -101,315 -49%
AG
20
Advisor Group
Arizona
$14M 97,520 -16,228 -14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11.1M 77,701 +6,237 +9%
FMLI
22
Fukoku Mutual Life Insurance
Japan
$11M 77,000 – –
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$10.6M 74,038 +35,917 +94%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$9.58M 67,002 -951 -1%
FIM
25
Freedom Investment Management
Connecticut
$9.04M 63,228 +7,638 +14%
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