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Vanguard Utilities ETF
VPU

Overview Fund Activity

486 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
44
Increased
119
Reduced
177
Closed
38
Calls
$6.09M
Puts
$3.73M
Net Calls
+$2.36M
Net Calls Change
-$5.09M

Top Buyers

1
HP
Hound Partners
New York
$21.1M
2
HFRG
Houlihan Financial Resource Group
Virginia
$14.7M
3
Bank of America
Bank of America
North Carolina
$110M
4
NSLI
Nan Shan Life Insurance
Taiwan
$10.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$6.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
$745K
2
BHB
Bank Hapoalim BM
Israel
$0
3
PL
Polianta Ltd
Jersey
$0
4
SIS
Strategic Investment Solutions
Illinois
$489K
5
SWA
Stratos Wealth Advisors
Ohio
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$412K -$55.4K -390 -12%
AWS
252
AJ Wealth Strategies
New York
$412K – – –
WE
253
Wealth Effects
Massachusetts
$409K – – –
PAMG
254
Patton Albertson Miller Group
Tennessee
$407K -$25K -176 -6%
PPP
255
Private Portfolio Partners
New Jersey
$406K +$406K +2,856 New
SB
256
Strategic Blueprint
Georgia
$400K +$9.95K +70 +3%
NFSG
257
Newbridge Financial Services Group
Florida
$397K -$34.1K -240 -8%
AIM
258
Anchor Investment Management
South Carolina
$394K +$17.5K +123 +5%
ORC
259
O'Rourke & Company
Massachusetts
$394K – – –
APP
260
Avantax Planning Partners
Iowa
$394K – – –
FPW
261
Flagship Private Wealth
Massachusetts
$392K -$13.9K -98 -3%
BF
262
BOK Financial
Oklahoma
$391K -$47.6K -335 -11%
ITB
263
Idaho Trust Bank
Idaho
$391K +$391K +2,747 New
CWM
264
Chemistry Wealth Management
New York
$390K – – –
ACA
265
Atlas Capital Advisors
Wyoming
$386K +$34.8K +245 +10%
RBFC
266
Roman Butler Fullerton & Co
Missouri
$384K +$30.3K +210 +9%
USCWA
267
U.S. Capital Wealth Advisors
Texas
$380K -$403K -2,836 -51%
AT
268
American Trust
Kentucky
$374K +$374K +2,632 New
MOS
269
MGO One Seven
Ohio
$373K +$1.28K +9 +0.3%
FSC
270
Full Sail Capital
Oklahoma
$372K -$8.25K -58 -2%
RPCONE
271
Retirement Planning Company of New England
Rhode Island
$372K -$995 -7 -0.3%
CBFP
272
Cedar Brook Financial Partners
Ohio
$372K – – –
PA
273
Parallel Advisors
California
$364K +$14.5K +102 +4%
William Blair & Company
274
William Blair & Company
Illinois
$364K +$74.2K +522 +26%
GAM
275
Gotham Asset Management
New York
$363K – – –
9 10
11
12 13