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Vanguard Utilities ETF
VPU

Overview Fund Activity

486 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
44
Increased
119
Reduced
177
Closed
38
Calls
$6.09M
Puts
$3.73M
Net Calls
+$2.36M
Net Calls Change
-$5.09M

Top Buyers

1
HP
Hound Partners
New York
$21.1M
2
HFRG
Houlihan Financial Resource Group
Virginia
$14.7M
3
Bank of America
Bank of America
North Carolina
$110M
4
NSLI
Nan Shan Life Insurance
Taiwan
$10.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$6.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
$745K
2
BHB
Bank Hapoalim BM
Israel
$0
3
PL
Polianta Ltd
Jersey
$0
4
SIS
Strategic Investment Solutions
Illinois
$489K
5
SWA
Stratos Wealth Advisors
Ohio
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
226
Essex Financial Services
Connecticut
$491K – – –
SIS
227
Strategic Investment Solutions
Illinois
$489K -$3.03M -21,576 -86%
FCFC
228
First Commonwealth Financial Corp
Pennsylvania
$488K – – –
FHC
229
First Heartland Consultants
Missouri
$486K +$486K +3,419 New
FFN
230
Focus Financial Network
Minnesota
$481K +$264K +1,846 +122%
MCM
231
MAI Capital Management
Ohio
$476K -$9.67K -68 -2%
Bessemer Group
232
Bessemer Group
New Jersey
$476K +$476K +3,350 New
AGP
233
Autumn Glory Partners
Texas
$472K -$5.83K -41 -1%
MWM
234
Mission Wealth Management
California
$468K -$12.1K -85 -3%
MPCL
235
My Personal CFO LLC
Washington
$464K +$240K +1,685 +107%
AA
236
Ancora Advisors
Ohio
$462K – – –
MFA
237
McClarren Financial Advisors
Pennsylvania
$462K -$86.1K -606 -16%
CCA
238
Cora Capital Advisors
New Jersey
$453K -$15.5K -109 -3%
MWM
239
Meridian Wealth Management
Kentucky
$452K – – –
WLIM
240
White Lighthouse Investment Management
Massachusetts
$451K -$44.1K -310 -9%
IFWM
241
Institute for Wealth Management
Colorado
$451K +$219K +1,542 +95%
SWP
242
Stratos Wealth Partners
Ohio
$444K +$75.5K +531 +20%
VHAM
243
Van Hulzen Asset Management
California
$438K -$103K -726 -19%
EA
244
Eudaimonia Advisors
Tennessee
$436K -$28.4K -200 -6%
CSI
245
Cross Staff Investments
New York
$434K – – –
TWC
246
TD Waterhouse Canada
Ontario, Canada
$430K +$25K +175 +6%
Wealthfront Advisers
247
Wealthfront Advisers
California
$425K -$76.5K -538 -15%
MIH
248
Meitav Investment House
Israel
$422K – – –
TF
249
Trek Financial
Arizona
$420K +$5.69K +40 +1%
MFP
250
Meridian Financial Partners
Virginia
$415K -$80.4K -549 -16%
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