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Vanguard Utilities ETF
VPU

Overview Fund Activity

380 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
380
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
137
Reduced
86
Closed
27
Calls
$4.15M
Puts
$3.91M
Net Calls
+$235K
Net Calls Change
-$846K

Top Buyers

1
Citigroup
1
Citigroup
New York
$46.2M
2
AIC
2
Ameritas Investment Company
Nebraska
$37.6M
3
JWCA
3
J.W. Cole Advisors
Florida
$23.7M
4
LPL Financial
4
LPL Financial
California
$61.6M
5
PL
5
Polianta Ltd
Jersey
$7.81M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.33M
2
Truist Financial
2
Truist Financial
North Carolina
$7.69M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.9M
4
AWM
4
AE Wealth Management
Kansas
$2.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$164M 1,176,056 +54,962 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.1M 539,459 +6,664 +1%
Morgan Stanley
3
Morgan Stanley
New York
$70.3M 505,087 +13,837 +3%
LPL Financial
4
LPL Financial
California
$61.6M 442,868 +68,656 +18%
Vanguard Group
5
Vanguard Group
Pennsylvania
$52.9M 380,441 -45,057 -11%
Bank of America
6
Bank of America
North Carolina
$52.1M 374,205 +16,222 +5%
Citigroup
7
Citigroup
New York
$46.2M 332,296 +323,711 +3,771%
Osaic Holdings
8
Osaic Holdings
Arizona
$43.7M 313,505 +26,600 +9%
PCA
9
Personal Capital Advisors
California
$38.7M 277,884 +11,606 +4%
AIC
10
Ameritas Investment Company
Nebraska
$37.6M 270,056 +265,051 +5,296%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$36.7M 261,982 +28,176 +12%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$36.7M 263,474 -3,767 -1%
UBS Group
13
UBS Group
Switzerland
$34M 244,502 +16,346 +7%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$28.2M 202,378 +14,176 +8%
JWCA
15
J.W. Cole Advisors
Florida
$23.7M 114,408 +110,011 +2,502%
Wells Fargo
16
Wells Fargo
California
$22.4M 161,051 -1,000 -0.6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$19.9M 143,059 +9,187 +7%
DY
18
Dowling & Yahnke
California
$17.6M 126,682 +858 +0.7%
PIMG
19
Patriot Investment Management Group
Tennessee
$17.2M 123,672 +11,271 +10%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$17.2M 123,282 +905 +0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14.4M 103,571 -19,290 -16%
RJA
22
Raymond James & Associates
Florida
$12.9M 92,557 +26,562 +40%
FNC
23
First National Corp
Massachusetts
$12M 86,413 +38,671 +81%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$10.7M 77,000 – –
Ameriprise
25
Ameriprise
Minnesota
$9.75M 70,409 +10,386 +17%
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