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Vanguard Utilities ETF
VPU

Overview Fund Activity

464 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
54
Increased
167
Reduced
125
Closed
39
Calls
$10.6M
Puts
$3.79M
Net Calls
+$6.84M
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$56.3M
2
Morgan Stanley
Morgan Stanley
New York
+$28.2M
3
FTS
Fifth Third Securities
Ohio
+$12.3M
4
FNC
First National Corp
Massachusetts
+$11.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.53M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$290M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$217M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$70.6M
4
AAS
Ameritas Advisory Services
Nebraska
-$56.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$453K -$108K -710 -19%
TF
227
Trek Financial
Arizona
$444K – – –
CSI
228
Cross Staff Investments
New York
$443K – – –
LIM
229
Leavell Investment Management
Alabama
$442K +$146K +960 +49%
FPW
230
Flagship Private Wealth
Massachusetts
$435K +$457 +3 +0.1%
WE
231
Wealth Effects
Massachusetts
$434K – – –
AWS
232
AJ Wealth Strategies
New York
$434K +$2.14K +14 +0.5%
JPMorgan Chase & Co
233
JPMorgan Chase & Co
New York
$429K -$8.24K -54 -2%
TWC
234
TD Waterhouse Canada
Ontario, Canada
$422K – – –
AWA
235
Arkadios Wealth Advisors
Georgia
$418K +$135K +886 +48%
Wealthfront Advisers
236
Wealthfront Advisers
California
$417K +$417K +2,737 New
OWM
237
OneAscent Wealth Management
Alabama
$410K -$5.02K -33 -1%
MTC
238
Matrix Trust Company
Colorado
$410K +$10.8K +71 +3%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$405K -$4.87K -32 -1%
MWM
240
Modera Wealth Management
New Jersey
$403K -$47.6K -313 -11%
RPCONE
241
Retirement Planning Company of New England
Rhode Island
$402K -$4.57K -30 -1%
BOPW
242
Brandywine Oak Private Wealth
Pennsylvania
$397K -$49.5K -325 -11%
WEG
243
World Equity Group
Illinois
$386K -$6.55K -43 -2%
AWE
244
Avidian Wealth Enterprises
Texas
$385K +$1.83K +12 +0.5%
ACM
245
Advisors Capital Management
New Jersey
$385K +$19.2K +126 +5%
NIM
246
Northeast Investment Management
Massachusetts
$380K – – –
NG
247
Northstar Group
New York
$376K – – –
RBFC
248
Roman Butler Fullerton & Co
Missouri
$372K – – –
MWM
249
Mission Wealth Management
California
$372K +$67.8K +445 +22%
VWA
250
Visionary Wealth Advisors
Illinois
$369K +$99.7K +655 +37%
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