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VPU

Vanguard Utilities ETF

377 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 93

38% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.87M

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

2% more funds holding

Funds holding: 370377 (+7)

3% more capital invested

Capital invested by funds: $1.18B → $1.21B (+$31M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.93% less ownership

Funds ownership: 26%25.07% (-0.93%)

Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
146
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$156M +$9.83M +68,570 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.9M -$17.4M -121,582 -19%
Morgan Stanley
3
Morgan Stanley
New York
$68.2M +$1.57M +10,967 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$59M +$948K +6,613 +2%
LPL Financial
5
LPL Financial
California
$51.9M +$269K +1,879 +0.5%
Bank of America
6
Bank of America
North Carolina
$49.7M -$1.2M -8,391 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$39.8M +$4.95M +34,522 +14%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$37.1M -$342K -2,384 -0.9%
PCA
9
Personal Capital Advisors
California
$36.9M +$2.32M +16,195 +6%
AIC
10
Ameritas Investment Company
Nebraska
$35.4M -$9.18M -64,079 -93%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$32.4M +$29.9M +208,475 +823%
UBS Group
12
UBS Group
Switzerland
$31.7M -$838K -5,848 -2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$26.1M +$826K +5,762 +3%
Wells Fargo
14
Wells Fargo
California
$22.5M -$413K -2,882 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$18.6M -$13.3M -92,647 -41%
DY
16
Dowling & Yahnke
California
$17.5M +$198K +1,382 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$17M +$1.74M +12,133 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$17M +$966K +6,742 +6%
PIMG
19
Patriot Investment Management Group
Tennessee
$15.6M -$15.2K -106 -0.1%
Truist Financial
20
Truist Financial
North Carolina
$14M -$1.04M -7,249 -7%
Goldman Sachs
21
Goldman Sachs
New York
$14M -$1.01M -7,034 -7%
FMLI
22
Fukoku Mutual Life Insurance
Japan
$10.7M
AIS
23
American Investment Services
Massachusetts
$9.31M -$158K -1,105 -2%
RJA
24
Raymond James & Associates
Florida
$9.16M +$2.48M +17,292 +36%
BFS
25
Bard Financial Services
Connecticut
$8.91M