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Vanguard Utilities ETF

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
251
Trek Financial
Arizona
$447K
AWS
252
AJ Wealth Strategies
New York
$442K +$5.37K +35 +1%
WE
253
Wealth Effects
Massachusetts
$441K +$4.76K +31 +1%
MWM
254
Modera Wealth Management
New Jersey
$439K +$33.1K +216 +8%
FPW
255
Flagship Private Wealth
Massachusetts
$437K -$13.5K -88 -3%
PIA
256
Panoramic Investment Advisors
Colorado
$435K +$435K +2,838 New
HFRG
257
Houlihan Financial Resource Group
Virginia
$433K +$1.21K +8 +0.3%
SB
258
Strategic Blueprint
Georgia
$432K -$17.9K -117 -4%
VHAM
259
Van Hulzen Asset Management
California
$432K
KA
260
Kovack Advisors
Florida
$429K +$26.7K +174 +7%
Thrivent Financial for Lutherans
261
Thrivent Financial for Lutherans
Minnesota
$427K +$128K +825 +43%
GSIAS
262
Garden State Investment Advisory Services
New Jersey
$426K +$426K +2,781 New
AAS
263
Annex Advisory Services
Wisconsin
$426K -$1.18M -7,693 -73%
CWM
264
Chemistry Wealth Management
New York
$421K +$62.1K +405 +17%
MWM
265
Mission Wealth Management
California
$419K +$128K +837 +44%
TWC
266
TD Waterhouse Canada
Ontario, Canada
$417K +$2.61K +17 +0.6%
ORC
267
O'Rourke & Company
Massachusetts
$410K +$67.5K +441 +20%
OWM
268
OneAscent Wealth Management
Alabama
$409K
FSC
269
Full Sail Capital
Oklahoma
$408K -$26.4K -172 -6%
RPCONE
270
Retirement Planning Company of New England
Rhode Island
$401K -$920 -6 -0.2%
AIM
271
Anchor Investment Management
South Carolina
$387K +$31K +202 +9%
OPS
272
Orion Portfolio Solutions
Nebraska
$385K +$62.6K +408 +19%
NFSG
273
Newbridge Financial Services Group
Florida
$384K +$302K +1,967 +367%
NIM
274
Northeast Investment Management
Massachusetts
$383K
RBFC
275
Roman Butler Fullerton & Co
Missouri
$381K