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Vanguard Utilities ETF
VPU

Overview Fund Activity

432 hedge funds and large institutions have $1.52B invested in Vanguard Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 154 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+52
Holders Change %
+13.68%
% of All Funds
6.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
93
Increased
154
Reduced
87
Closed
33
Calls
$5.67M
Puts
$2.58M
Net Calls
+$3.09M
Net Calls Change
+$2.86M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$37.3M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.4M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$11.1M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.73M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$52.9M
2
Citigroup
Citigroup
New York
-$50.8M
3
JWCA
J.W. Cole Advisors
Florida
-$16.3M
4
HF
HRT Financial
New York
-$4.32M
5
GB
Gunma Bank
Japan
-$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
251
Arkadios Wealth Advisors
Georgia
$329K -$92K -589 -22%
PD
252
Planning Directions
Pennsylvania
$329K +$4.38K +28 +1%
LWM
253
Loveless Wealth Management
Montana
$322K +$46.9K +300 +17%
BIA
254
Bigelow Investment Advisors
Maine
$321K -$23.5K -150 -7%
MWM
255
Mission Wealth Management
California
$320K -$16K -102 -5%
GLLW
256
Graves Light Lenhart Wealth
Virginia
$318K +$2.5K +16 +0.8%
EH
257
Equitable Holdings
New York
$316K +$21.9K +140 +7%
JIC
258
Joel Isaacson & Co
New York
$313K – – –
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$313K +$313K +2,004 New
SI
260
Stephens Inc
Arkansas
$312K +$24.9K +159 +9%
CFG
261
Citizens Financial Group
Rhode Island
$311K – – –
WCA
262
Windsor Creek Advisors
Vermont
$308K -$146K -991 -32%
SIAP
263
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$305K – – –
PCM
264
Poehling Capital Management
Wisconsin
$305K – – –
William Blair & Company
265
William Blair & Company
Illinois
$301K +$68.7K +439 +30%
MOS
266
MGO One Seven
Ohio
$300K +$2.82K +18 +0.9%
EGWAG
267
Elwood & Goetz Wealth Advisory Group
Georgia
$299K – – –
CBFP
268
Cedar Brook Financial Partners
Ohio
$298K +$4.23K +27 +1%
AWM
269
Aevitas Wealth Management
Massachusetts
$292K +$4.38K +28 +2%
PP
270
Patten & Patten
Tennessee
$291K – – –
SCI
271
Stableford Capital II
Arizona
$290K +$48.7K +327 +20%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$289K -$7.04K -45 -2%
LIM
273
Leavell Investment Management
Alabama
$289K – – –
CSPIA
274
Cary Street Partners Investment Advisory
Virginia
$285K -$90.8K -580 -24%
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$285K +$19.4K +124 +7%
9 10
11
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