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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$273M
2
Bank of America
Bank of America
North Carolina
$121M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.3M
4
UBS Group
UBS Group
Switzerland
$42.6M
5
RAG
RIA Advisory Group
Iowa
$6.93M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$5.58M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$30.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$20.4M
4
SIS
Strategic Investment Solutions
Illinois
$202K
5
HP
Hound Partners
New York
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
226
First Heartland Consultants
Missouri
$525K +$39.2K +286 +8%
MWM
227
Maltin Wealth Management
New Jersey
$523K +$523K +3,816 New
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$518K -$130K -947 -20%
CTWM
229
Cherry Tree Wealth Management
Minnesota
$518K -$111K -812 -18%
BSW
230
Buckingham Strategic Wealth
Missouri
$516K +$2.06K +15 +0.4%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$507K -$2.19K -16 -0.4%
BA
232
BCM Advisors
Louisiana
$499K -$63.8K -480 -11%
TWC
233
TD Waterhouse Canada
Ontario, Canada
$495K +$66.1K +476 +15%
TFP
234
Tilia Fiduciary Partners
North Carolina
$494K -$82.7K -603 -14%
PWG
235
Private Wealth Group
Florida
$493K -$602K -4,395 -55%
VHAM
236
Van Hulzen Asset Management
California
$491K – – –
Vanguard Group
237
Vanguard Group
Pennsylvania
$479K +$216K +1,579 +82%
RIL
238
Rothschild Investment LLC
Illinois
$474K -$16.6K -121 -3%
FCFC
239
First Commonwealth Financial Corp
Pennsylvania
$471K – – –
ACM
240
Advisors Capital Management
New Jersey
$452K +$27.4K +200 +6%
GI
241
GLOBALT Investments
Georgia
$451K +$451K +3,290 New
AIM
242
Anchor Investment Management
South Carolina
$449K +$34.8K +254 +8%
BCA
243
Bay Colony Advisors
Massachusetts
$449K +$115K +839 +34%
IA
244
Inspire Advisors
Idaho
$444K +$444K +3,241 New
SFG
245
Seamount Financial Group
Colorado
$443K +$443K +3,229 New
AA
246
Ancora Advisors
Ohio
$442K – – –
DADC
247
D.A. Davidson & Co
Montana
$439K -$75.5K -551 -15%
SG
248
StoneX Group
New York
$423K +$423K +3,085 New
CSI
249
Cross Staff Investments
New York
$410K -$7.68K -56 -2%
MFA
250
McClarren Financial Advisors
Pennsylvania
$410K -$38.9K -284 -9%
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