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Vanguard Utilities ETF
VPU

Overview Fund Activity

453 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+21
Holders Change %
+4.86%
% of All Funds
7.17%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
120
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$287M
2
Morgan Stanley
Morgan Stanley
New York
+$39.9M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$32.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13M
5
Wells Fargo
Wells Fargo
California
+$10.7M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$33.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$20.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.66M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
-$5.35M
5
PL
Polianta Ltd
Jersey
-$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
251
Northeast Investment Management
Massachusetts
$404K – – –
SB
252
Simmons Bank
Arkansas
$403K -$8.1K -50 -2%
OPS
253
Orion Portfolio Solutions
Nebraska
$403K +$170K +1,049 +73%
MPCG
254
Matrix Private Capital Group
New York
$402K -$93.1K -575 -19%
NG
255
Northstar Group
New York
$400K – – –
RBFC
256
Roman Butler Fullerton & Co
Missouri
$397K – – –
FIM
257
Freedom Investment Management
Connecticut
$397K +$10.5K +65 +3%
RVPG
258
Relative Value Partners Group
$391K +$40.5K +250 +12%
First Manhattan
259
First Manhattan
New York
$388K – – –
ACM
260
Advisors Capital Management
New Jersey
$388K +$19.4K +120 +5%
ML
261
McAdam LLC
Pennsylvania
$388K +$176K +1,091 +83%
Neuberger Berman Group
262
Neuberger Berman Group
New York
$381K -$2.75K -17 -0.7%
CWM
263
Chemistry Wealth Management
New York
$378K +$378K +2,337 New
CSPIA
264
Cary Street Partners Investment Advisory
Virginia
$375K +$80.8K +500 +27%
MFGM
265
Marshall Financial Group (Maryland)
Maryland
$368K -$2.75K -17 -0.7%
DC
266
Davenport & Co
Virginia
$366K -$647 -4 -0.2%
AWA
267
Acorn Wealth Advisors
Michigan
$354K +$3.07K +19 +0.9%
PD
268
Planning Directions
Pennsylvania
$353K +$12.3K +76 +4%
FW
269
FirstPurpose Wealth
Utah
$351K +$69.4K +429 +25%
WLIM
270
White Lighthouse Investment Management
Massachusetts
$350K +$6.47K +40 +2%
RFC
271
Regions Financial Corp
Alabama
$349K -$216K -1,334 -38%
NB
272
Northwest Bancshares
Pennsylvania
$348K – – –
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$341K +$16.4K +101 +5%
EH
274
Equitable Holdings
New York
$336K +$8.42K +52 +3%
I2I
275
Insight 2811 Inc
Illinois
$333K -$9.86K -61 -3%
9 10
11
12 13