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Vanguard Utilities ETF
VPU

Overview Fund Activity

334 hedge funds and large institutions have $981M invested in Vanguard Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 42 closing their positions.

Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
41
Increased
106
Reduced
111
Closed
42
Calls
$3.74M
Puts
$1.71M
Net Calls
+$2.04M
Net Calls Change
-$4.33M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$47.1M
3
SS
3
Simplicity Solutions
Minnesota
$17.7M
4
AWM
4
AE Wealth Management
Kansas
$18.6M
5
Truist Financial
5
Truist Financial
North Carolina
$15.7M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$82M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$371K
4
BCP
4
Berkeley Capital Partners
Georgia
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$82M 672,597 -575,260 -46%
Morgan Stanley
2
Morgan Stanley
New York
$75.6M 619,687 -54,780 -8%
LPL Financial
3
LPL Financial
California
$52.5M 430,793 -25,442 -6%
Bank of America
4
Bank of America
North Carolina
$51.6M 423,349 +22,560 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.6M 422,956 -54,890 -11%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$47.1M 386,141 +178,781 +86%
UBS Group
7
UBS Group
Switzerland
$34.7M 284,481 +85,460 +43%
Osaic Holdings
8
Osaic Holdings
Arizona
$26.5M 891,266 +891,266 New
HIIFS
9
Harel Insurance Investments & Financial Services
Israel
$26.2M 214,972 -358 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$25.7M 210,791 +3,913 +2%
Wells Fargo
11
Wells Fargo
California
$24.3M 199,541 -14,986 -7%
TF
12
TIAA FSB
Florida
$21.4M 175,375 +8,937 +5%
PCA
13
Personal Capital Advisors
California
$19.7M 161,159 -12,605 -7%
AWM
14
AE Wealth Management
Kansas
$18.6M 152,481 +126,670 +491%
SS
15
Simplicity Solutions
Minnesota
$17.7M 145,099 +128,347 +766%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$15.8M 129,677 +55,639 +75%
Truist Financial
17
Truist Financial
North Carolina
$15.7M 128,954 +102,159 +381%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$15.2M 124,510 +737 +0.6%
DY
19
Dowling & Yahnke
California
$14.4M 117,766 -5,997 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$13.9M 114,049 +7,749 +7%
PIMG
21
Patriot Investment Management Group
Tennessee
$13.8M 113,090 +792 +0.7%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.3M 101,163 +80,878 +399%
FIM
23
Freedom Investment Management
Connecticut
$12.3M 81,388 +18,160 +29%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$9.39M 77,000 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.28M 76,110 -1,591 -2%
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