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VPU

Vanguard Utilities ETF
VPU

434 hedge funds and large institutions have $1.52B invested in Vanguard Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 33

120% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $2.58M

78% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 87

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

14% more capital invested

Capital invested by funds: $1.32B → $1.52B (+$191M)

14% more funds holding

Funds holding: 382 → 434 (+52)

0.1% less ownership

Funds ownership: 27.4% → 27.3% (-0.1%)

Holders
434
Holders Change
+52
Holders Change %
+13.61%
% of All Funds
6.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
93
Increased
155
Reduced
87
Closed
33
Calls
$5.67M
Puts
$2.58M
Net Calls
+$3.09M
Net Calls Change
+$2.86M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$35.3M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$15.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.7M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$10.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.35M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$52.9M
2
Citigroup
Citigroup
New York
-$47.9M
3
JWCA
J.W. Cole Advisors
Florida
-$15.4M
4
HF
HRT Financial
New York
-$4.32M
5
GB
Gunma Bank
Japan
-$4.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$195M +$10.4M +70,701 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$95.8M +$10.7M +72,804 +13%
Morgan Stanley
3
Morgan Stanley
New York
$85.3M +$5.98M +40,563 +8%
LPL Financial
4
LPL Financial
California
$69.8M +$547K +3,709 +0.8%
Bank of America
5
Bank of America
North Carolina
$60.2M +$1.58M +10,720 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$55.8M +$6.35M +43,026 +14%
AAS
7
Ameritas Advisory Services
Nebraska
$52.4M +$49.4M +334,920 New
PCA
8
Personal Capital Advisors
California
$45.5M +$1.85M +12,535 +5%
UBS Group
9
UBS Group
Switzerland
$43.5M +$4.97M +33,674 +14%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$40.8M -$368K -2,494 -0.9%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$39.4M -$1.47M -9,999 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$39.1M +$15.7M +106,743 +75%
Prudential Financial
13
Prudential Financial
New Jersey
$38.6M +$35.3M +239,120 +2,942%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$33.2M +$1.49M +10,110 +5%
Wells Fargo
15
Wells Fargo
California
$27.9M +$2.55M +17,308 +11%
DY
16
Dowling & Yahnke
California
$20.2M +$361K +2,446 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$19.8M +$501K +3,397 +3%
PIMG
18
Patriot Investment Management Group
Tennessee
$18.8M -$506K -3,432 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.5M -$1.57M -10,672 -10%
FNC
20
First National Corp
Massachusetts
$14.1M +$549K +3,725 +4%
RJA
21
Raymond James & Associates
Florida
$13M -$1.39M -9,398 -10%
Ameriprise
22
Ameriprise
Minnesota
$12.7M +$1.63M +11,056 +16%
FMLI
23
Fukoku Mutual Life Insurance
Japan
$12M – – –
US Bancorp
24
US Bancorp
Minnesota
$10.8M +$1.23M +8,310 +14%
AIS
25
American Investment Services
Massachusetts
$10.3M -$188K -1,276 -2%
1
2 3 4 5

VPU Hedge Fund Activity: Q4 2021 in Review

434 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2021, worth a combined $1.52B — up 14% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VPU positions and 33 closed out — a net gain of 60 holders — while 155 added to existing stakes and 87 trimmed.

The largest buyer was Prudential Financial, adding an estimated $35.3M. The largest seller was Vanguard Group, exiting entirely with an estimated $52.9M sold.

  • 434 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2021, up from 382 in Q3 2021.
  • Funds reported $1.52B of Vanguard Utilities ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 93 funds opened new Vanguard Utilities ETF positions in Q4 2021 and 33 closed out, a net change of +60 holders.
  • The largest Vanguard Utilities ETF buyer in Q4 2021 was Prudential Financial, an estimated $35.3M added.
  • The largest Vanguard Utilities ETF seller in Q4 2021 was Vanguard Group, an estimated $52.9M sold.

Based on aggregated 13F filings for Q4 2021.