VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$144M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.3M
3
HP
Hound Partners
New York
$47.3M
4
Osaic Holdings
Osaic Holdings
Arizona
$52M
5
SIS
Strategic Investment Solutions
Illinois
$22.6M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
BCM Advisors
Louisiana
$555K
3
HFRG
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
Morgan Stanley
New York
$103M
5
BFS
Bard Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
226
Conrad Siegel Investment Advisors
Pennsylvania
$502K +$510 +4 +0.1%
BC
227
Bartlett & Co
Ohio
$502K – – –
Wealthfront Advisers
228
Wealthfront Advisers
California
$499K +$118K +922 +31%
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$496K +$212K +1,501 +74%
Bank of New York Mellon
230
Bank of New York Mellon
New York
$483K +$270K +2,114 +126%
PPP
231
Private Portfolio Partners
New Jersey
$482K +$118K +926 +32%
DADC
232
D.A. Davidson & Co
Montana
$479K -$701K -5,495 -59%
BSW
233
Buckingham Strategic Wealth
Missouri
$478K -$229K -1,792 -32%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$473K +$157K +1,238 +50%
EFS
235
Essex Financial Services
Connecticut
$467K +$26.3K +206 +6%
RSA
236
River Street Advisors
Illinois
$463K +$18.9K +148 +4%
MPCL
237
My Personal CFO LLC
Washington
$461K +$45K +353 +11%
RIL
238
Rothschild Investment LLC
Illinois
$457K – – –
VHAM
239
Van Hulzen Asset Management
California
$457K +$64.1K +502 +16%
NAG
240
Northstar Advisory Group
New Jersey
$456K +$456K +3,575 New
FHC
241
First Heartland Consultants
Missouri
$452K +$16.2K +127 +4%
FCFC
242
First Commonwealth Financial Corp
Pennsylvania
$438K – – –
FFN
243
Focus Financial Network
Minnesota
$435K +$2.96K +23 +0.7%
MWM
244
Mission Wealth Management
California
$430K +$9.57K +75 +2%
MFA
245
McClarren Financial Advisors
Pennsylvania
$415K +$2.92K +23 +0.7%
DFG
246
Delta Financial Group
New Jersey
$415K +$415K +3,250 New
CAG
247
Csenge Advisory Group
Florida
$411K -$36.6K -287 -8%
AA
248
Ancora Advisors
Ohio
$411K -$3.83K -30 -0.9%
OC
249
Oppenheimer & Co
New York
$410K -$54.8K -430 -12%
MWM
250
Meridian Wealth Management
Kentucky
$406K – – –
8 9
10
11 12