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Vanguard Utilities ETF
VPU

Overview Fund Activity

368 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 42 closing their positions.

Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
44
Increased
122
Reduced
113
Closed
42
Calls
$6.89M
Puts
$3.15M
Net Calls
+$3.74M
Net Calls Change
+$5.3M

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$31.8M
2
AIC
2
Ameritas Investment Company
Nebraska
$9.71M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$148M
4
PCA
4
Personal Capital Advisors
California
$35.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$91.9M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$52.3M
2
Bank of America
2
Bank of America
North Carolina
$51.5M
3
FIM
3
Freedom Investment Management
Connecticut
$16.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.6M
5
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$148M 1,052,524 +56,024 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$91.9M 654,377 +35,000 +6%
Morgan Stanley
3
Morgan Stanley
New York
$67.5M 480,283 -33,551 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$58.9M 418,885 -26,811 -6%
LPL Financial
5
LPL Financial
California
$52.3M 372,333 -81,846 -18%
Bank of America
6
Bank of America
North Carolina
$51.5M 366,374 -69,410 -16%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$37.9M 269,625 +19,636 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$35.5M 252,383 -30,257 -11%
PCA
9
Personal Capital Advisors
California
$35.1M 250,083 +40,677 +19%
UBS Group
10
UBS Group
Switzerland
$32.9M 234,004 +1,782 +0.8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$31.8M 226,519 +110,165 +95%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$25.6M 182,440 +19,638 +12%
Wells Fargo
13
Wells Fargo
California
$23.2M 164,933 -18,259 -10%
DY
14
Dowling & Yahnke
California
$17.5M 124,442 +1,808 +1%
FIM
15
Freedom Investment Management
Connecticut
$16.3M 116,126 -66,775 -37%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$16.2M 115,635 +9,912 +9%
PIMG
17
Patriot Investment Management Group
Tennessee
$15.8M 112,507 +34,793 +45%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.6M 110,728 -41,773 -27%
Truist Financial
19
Truist Financial
North Carolina
$15.2M 108,494 -9,381 -8%
Goldman Sachs
20
Goldman Sachs
New York
$15.2M 108,215 -14,356 -12%
Ameriprise
21
Ameriprise
Minnesota
$11M 78,534 +19,904 +34%
FMLI
22
Fukoku Mutual Life Insurance
Japan
$10.8M 77,000 – –
FNC
23
First National Corp
Massachusetts
$10.4M 74,298 +6,226 +9%
AIC
24
Ameritas Investment Company
Nebraska
$9.71M 69,084 +63,535 +1,145%
AIS
25
American Investment Services
Massachusetts
$9.58M 68,194 +30,774 +82%
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