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Vanguard Utilities ETF

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
251
Annex Advisory Services
Wisconsin
$398K -$11.4K -77 -3%
FSC
252
Full Sail Capital
Oklahoma
$395K +$2.66K +18 +0.7%
AIM
253
Anchor Investment Management
South Carolina
$391K +$18.3K +124 +5%
KA
254
Kovack Advisors
Florida
$389K -$23.7K -161 -6%
RPCONE
255
Retirement Planning Company of New England
Rhode Island
$387K +$1.33K +9 +0.3%
CBFP
256
Cedar Brook Financial Partners
Ohio
$386K +$90.6K +614 +31%
MOS
257
MGO One Seven
Ohio
$385K -$113K -763 -23%
OPS
258
Orion Portfolio Solutions
Nebraska
$385K +$14.6K +99 +4%
BCI
259
Brinker Capital Investments
Pennsylvania
$385K +$385K +2,609 New
MFGM
260
Marshall Financial Group (Maryland)
Maryland
$385K +$64.5K +437 +20%
SWP
261
Stratos Wealth Partners
Ohio
$382K -$59.5K -403 -13%
CCA
262
Checchi Capital Advisers
California
$381K -$189K -1,281 -33%
OWM
263
OneAscent Wealth Management
Alabama
$378K -$15.6K -106 -4%
GAM
264
Gotham Asset Management
New York
$376K +$376K +2,551 New
RBFC
265
Roman Butler Fullerton & Co
Missouri
$372K
NIM
266
Northeast Investment Management
Massachusetts
$368K
NG
267
Northstar Group
New York
$364K
ACA
268
Atlas Capital Advisors
Wyoming
$364K -$138K -936 -27%
RVPG
269
Relative Value Partners Group
$364K +$29.5K +200 +9%
PA
270
Parallel Advisors
California
$363K +$153K +1,038 +73%
TWA
271
Tandem Wealth Advisors
Arizona
$356K -$2.88M -19,540 -89%
Baird Financial Group
272
Baird Financial Group
Wisconsin
$355K +$62.3K +422 +21%
First Manhattan
273
First Manhattan
New York
$354K
BPA
274
Beacon Pointe Advisors
California
$352K +$1.18K +8 +0.3%
AWA
275
Acorn Wealth Advisors
Michigan
$343K +$2.07K +14 +0.6%