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Vanguard Utilities ETF
VPU

Overview Fund Activity

463 hedge funds and large institutions have $1.37B invested in Vanguard Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
8.01%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
41
Increased
155
Reduced
128
Closed
37
Calls
$7.9M
Puts
$4.21M
Net Calls
+$3.69M
Net Calls Change
-$3.14M

Top Buyers

1
BA
BCM Advisors
Louisiana
$28M
2
Bank of America
Bank of America
North Carolina
$128M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.3M
5
Wells Fargo
Wells Fargo
California
$32.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$3.39M
2
Nomura Asset Management
Nomura Asset Management
Japan
$2.19M
3
GB
Gunma Bank
Japan
$0
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.9M
5
SA
Shilanski & Associates
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
251
Arete Wealth Advisors
Illinois
$393K +$173K +1,214 +78%
OWM
252
OneAscent Wealth Management
Alabama
$383K -$3.59K -25 -0.9%
MWM
253
Modera Wealth Management
New Jersey
$377K – – –
KA
254
Kovack Advisors
Florida
$373K +$177K +1,245 +90%
RPCONE
255
Retirement Planning Company of New England
Rhode Island
$372K -$2.84K -20 -0.8%
OC
256
Oppenheimer & Co
New York
$372K +$114K +803 +44%
BPA
257
Beacon Pointe Advisors
California
$358K -$126K -886 -26%
NIM
258
Northeast Investment Management
Massachusetts
$355K – – –
EH
259
Equitable Holdings
New York
$354K +$51.8K +364 +17%
WEG
260
World Equity Group
Illinois
$353K -$7.4K -52 -2%
NG
261
Northstar Group
New York
$351K – – –
First Manhattan
262
First Manhattan
New York
$341K – – –
RBFC
263
Roman Butler Fullerton & Co
Missouri
$340K – – –
CFO
264
Collective Family Office
Pennsylvania
$340K – – –
ACM
265
Advisors Capital Management
New Jersey
$335K -$36.7K -249 -10%
CWM
266
Chemistry Wealth Management
New York
$332K – – –
Baird Financial Group
267
Baird Financial Group
Wisconsin
$331K -$7.11K -50 -2%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$331K +$28K +197 +9%
AIM
269
Anchor Investment Management
South Carolina
$331K -$11.2K -79 -3%
PD
270
Planning Directions
Pennsylvania
$325K – – –
DC
271
Davenport & Co
Virginia
$324K -$6.68K -47 -2%
SB
272
Simmons Bank
Arkansas
$322K -$9.95K -70 -3%
FPB
273
First PREMIER Bank
South Dakota
$320K – – –
AWA
274
Acorn Wealth Advisors
Michigan
$318K – – –
ORC
275
O'Rourke & Company
Massachusetts
$318K +$127K +890 +66%
9 10
11
12 13