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Vanguard Utilities ETF
VPU

Overview Fund Activity

453 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+21
Holders Change %
+4.86%
% of All Funds
7.17%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
120
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$290M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$234M
4
Osaic Holdings
Osaic Holdings
Arizona
$69.7M
5
Wells Fargo
Wells Fargo
California
$39.6M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
$220K
5
PL
Polianta Ltd
Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
226
Brandywine Oak Private Wealth
Pennsylvania
$474K -$38.8K -240 -8%
TF
227
Trek Financial
Arizona
$471K -$234K -1,445 -33%
CSI
228
Cross Staff Investments
New York
$470K – – –
Northern Trust
229
Northern Trust
Illinois
$465K +$35.8K +221 +8%
JPMorgan Chase & Co
230
JPMorgan Chase & Co
New York
$464K +$181K +1,121 +64%
FPW
231
Flagship Private Wealth
Massachusetts
$462K +$324 +2 +0.1%
WE
232
Wealth Effects
Massachusetts
$460K – – –
MOS
233
MGO One Seven
Ohio
$460K +$150K +930 +49%
AWS
234
AJ Wealth Strategies
New York
$458K +$2.1K +13 +0.5%
EAM
235
Evanson Asset Management
California
$455K +$16.5K +102 +4%
WANY
236
Wealthspire Advisors (New York)
New York
$453K -$15.7K -97 -3%
FSC
237
Full Sail Capital
Oklahoma
$453K – – –
FB
238
First Bancorp
Maine
$452K -$8.74K -54 -2%
ACP
239
Aveo Capital Partners
Colorado
$444K -$65.5K -405 -13%
TWC
240
TD Waterhouse Canada
Ontario, Canada
$443K – – –
OWM
241
OneAscent Wealth Management
Alabama
$441K +$441K +2,726 New
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$436K -$177K -1,092 -29%
MFP
243
Meridian Financial Partners
Virginia
$435K +$5.82K +36 +1%
RPCONE
244
Retirement Planning Company of New England
Rhode Island
$432K +$971 +6 +0.2%
AWM
245
Aevitas Wealth Management
Massachusetts
$432K +$130K +800 +43%
MTC
246
Matrix Trust Company
Colorado
$424K +$14.1K +87 +3%
CWM
247
Cornerstone Wealth Management
Missouri
$417K +$417K +2,576 New
WEG
248
World Equity Group
Illinois
$417K +$417K +2,575 New
HNB
249
Huntington National Bank
Ohio
$414K -$401K – –
AWE
250
Avidian Wealth Enterprises
Texas
$407K +$1.62K +10 +0.4%
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10
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