VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

333 hedge funds and large institutions have $1.05B invested in Vanguard Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 21 closing their positions.

Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
100
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$72.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$15.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$29.7M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$91.4M
5
VC
5
Vestor Capital
Illinois
$5.19M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$151K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$36M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$67.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M
5
FIM
5
Freedom Investment Management
Connecticut
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$91.4M 707,935 +41,268 +6%
ETC
2
Exchange Traded Concepts
Oklahoma
$72.3M 560,315 +560,315 New
Morgan Stanley
3
Morgan Stanley
New York
$69.3M 537,131 -22,307 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$67.4M 522,315 -62,331 -11%
Bank of America
5
Bank of America
North Carolina
$63.5M 491,778 -11,151 -2%
LPL Financial
6
LPL Financial
California
$56.2M 435,211 +6,544 +2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$36M 278,970 -125,514 -31%
Osaic Holdings
8
Osaic Holdings
Arizona
$31.5M 244,050 +21,989 +10%
UBS Group
9
UBS Group
Switzerland
$31.2M 241,434 +10,097 +4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$29.7M 229,953 +83,549 +57%
Wells Fargo
11
Wells Fargo
California
$24.1M 186,662 -48,471 -21%
PCA
12
Personal Capital Advisors
California
$23.8M 184,218 +10,302 +6%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$19.7M 152,832 +13,601 +10%
Ameriprise
14
Ameriprise
Minnesota
$19.3M 149,779 -28,580 -16%
Truist Financial
15
Truist Financial
North Carolina
$18.2M 140,949 +9,234 +7%
FIM
16
Freedom Investment Management
Connecticut
$15.9M 123,295 -51,871 -30%
DY
17
Dowling & Yahnke
California
$15.8M 122,135 +1,085 +0.9%
Goldman Sachs
18
Goldman Sachs
New York
$15.2M 117,739 +92,228 +362%
PIMG
19
Patriot Investment Management Group
Tennessee
$14.5M 111,957 -1,817 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$13.2M 101,941 -8,125 -7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.1M 78,522 -2,624 -3%
FMLI
22
Fukoku Mutual Life Insurance
Japan
$9.94M 77,000 – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$8.26M 63,946 -745 -1%
GJIC
24
Gamble Jones Investment Counsel
California
$6.63M 51,362 +599 +1%
PAG
25
Private Advisor Group
New Jersey
$6.44M 50,027 +9,663 +24%
1
2 3 4 5