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Vanguard Utilities ETF
VPU

Overview Fund Activity

316 hedge funds and large institutions have $964M invested in Vanguard Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 48 closing their positions.

Holders
316
Holders Change
-18
Holders Change %
-5.39%
% of All Funds
6.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
34
Increased
101
Reduced
107
Closed
48
Calls
$3.1M
Puts
$4.9M
Net Calls
-$1.79M
Net Calls Change
-$3.83M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$72.3M
2
FIM
2
Freedom Investment Management
Connecticut
$21.7M
3
Bank of America
3
Bank of America
North Carolina
$62.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$8.13M
5
NWS
5
Newport Wealth Strategies
California
$4.57M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$27.5M
2
TF
2
TIAA FSB
Florida
$7.32M
3
AWM
3
AE Wealth Management
Kansas
$5.16M
4
SS
4
Simplicity Solutions
Minnesota
$4.31M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$82.4M 666,667 -5,930 -0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.3M 584,646 +161,690 +38%
Morgan Stanley
3
Morgan Stanley
New York
$69.2M 559,438 -60,249 -10%
Bank of America
4
Bank of America
North Carolina
$62.2M 502,929 +79,580 +19%
LPL Financial
5
LPL Financial
California
$53M 428,667 -2,126 -0.5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$50M 404,484 +18,343 +5%
Wells Fargo
7
Wells Fargo
California
$29.1M 235,133 +35,592 +18%
UBS Group
8
UBS Group
Switzerland
$28.6M 231,337 -53,144 -19%
Osaic Holdings
9
Osaic Holdings
Arizona
$27.5M 222,061 -669,205 -75%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$26.6M 214,972 – –
Ameriprise
11
Ameriprise
Minnesota
$22M 178,359 -32,432 -15%
FIM
12
Freedom Investment Management
Connecticut
$21.7M 175,166 +93,778 +115%
PCA
13
Personal Capital Advisors
California
$21.5M 173,916 +12,757 +8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$18.1M 146,404 +32,355 +28%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$17.2M 139,231 +9,554 +7%
Truist Financial
16
Truist Financial
North Carolina
$16.3M 131,715 +2,761 +2%
DY
17
Dowling & Yahnke
California
$15M 121,050 +3,284 +3%
PIMG
18
Patriot Investment Management Group
Tennessee
$14.1M 113,774 +684 +0.6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$13.6M 110,066 -14,444 -12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10M 81,146 +5,036 +7%
FMLI
21
Fukoku Mutual Life Insurance
Japan
$9.52M 77,000 – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$8.13M 65,748 +38,010 +137%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$8M 64,691 -2,061 -3%
TF
24
TIAA FSB
Florida
$7.32M 59,156 -116,219 -66%
Cohen & Steers
25
Cohen & Steers
New York
$6.39M 51,688 +1,989 +4%
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