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Vanguard Utilities ETF
VPU

Overview Fund Activity

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K

Top Buyers

1
EWA
EP Wealth Advisors
California
+$63.5M
2
FIM
Freedom Investment Management
Connecticut
+$9.27M
3
Cerity Partners
Cerity Partners
New York
+$7.26M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.53M
5
PL
Polianta Ltd
Jersey
+$4.47M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$24.1M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$13M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$11.8M
4
I
INVST
Indiana
-$10.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$9.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
226
Eudaimonia Advisors
Tennessee
$482K -$113K -764 -19%
AA
227
Ancora Advisors
Ohio
$480K -$738 -5 -0.2%
MWM
228
Meridian Wealth Management
Kentucky
$469K – – –
AWA
229
Arete Wealth Advisors
Illinois
$461K -$60.8K -412 -12%
BF
230
BOK Financial
Oklahoma
$455K -$39.5K -268 -8%
TPCW
231
TD Private Client Wealth
New York
$453K +$112K +760 +33%
CSI
232
Cross Staff Investments
New York
$450K – – –
PAMG
233
Patton Albertson Miller Group
Tennessee
$449K -$33.2K -225 -7%
NFSG
234
Newbridge Financial Services Group
Florida
$447K +$78K +529 +21%
CFP
235
Curran Financial Partners
South Carolina
$440K -$1.46M -9,864 -77%
MIH
236
Meitav Investment House
Israel
$439K – – –
Northern Trust
237
Northern Trust
Illinois
$438K -$80.5K -546 -16%
TF
238
Trek Financial
Arizona
$430K – – –
AWS
239
AJ Wealth Strategies
New York
$428K +$2.51K +17 +0.6%
WE
240
Wealth Effects
Massachusetts
$424K +$148 +1 +0%
MMA
241
Miracle Mile Advisors
California
$423K -$115K -777 -21%
FPW
242
Flagship Private Wealth
Massachusetts
$421K +$148 +1 +0%
TWC
243
TD Waterhouse Canada
Ontario, Canada
$414K +$16.8K +115 +4%
ORC
244
O'Rourke & Company
Massachusetts
$409K +$13.7K +93 +3%
APP
245
Avantax Planning Partners
Iowa
$408K -$209K -1,417 -34%
HFRG
246
Houlihan Financial Resource Group
Virginia
$408K -$13.7K -93 -3%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$407K +$4.68K +32 +1%
SB
248
Strategic Blueprint
Georgia
$405K -$10.8K -73 -3%
CWM
249
Chemistry Wealth Management
New York
$405K – – –
GSIAS
250
Garden State Investment Advisory Services
New Jersey
$399K -$11.4K -77 -3%
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