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Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$144M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.3M
3
HP
Hound Partners
New York
$47.3M
4
Osaic Holdings
Osaic Holdings
Arizona
$52M
5
SIS
Strategic Investment Solutions
Illinois
$22.6M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
BCM Advisors
Louisiana
$555K
3
HFRG
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
Morgan Stanley
New York
$103M
5
BFS
Bard Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
Advisors Capital Management
New Jersey
$395K +$79.1K +620 +25%
CSI
252
Cross Staff Investments
New York
$389K – – –
GRP
253
Global Retirement Partners
California
$389K -$255K -2,081 -40%
MCM
254
MAI Capital Management
Ohio
$387K -$40K -314 -9%
AIM
255
Anchor Investment Management
South Carolina
$385K +$31.6K +248 +9%
TWC
256
TD Waterhouse Canada
Ontario, Canada
$376K +$10.2K +84 +3%
SB
257
Strategic Blueprint
Georgia
$375K +$16.1K +126 +4%
TF
258
Trek Financial
Arizona
$372K -$5.1K -40 -1%
ORC
259
O'Rourke & Company
Massachusetts
$367K +$14K +110 +4%
WE
260
Wealth Effects
Massachusetts
$367K – – –
CCA
261
Cora Capital Advisors
New Jersey
$366K -$40.6K -318 -10%
PIA
262
Panoramic Investment Advisors
Colorado
$366K +$366K +2,869 New
EA
263
Eudaimonia Advisors
Tennessee
$362K -$29.5K -231 -8%
WWM
264
Western Wealth Management
Colorado
$361K -$208K -1,634 -37%
TFS
265
Thoroughbred Financial Services
Tennessee
$361K +$113K +889 +46%
WLIM
266
White Lighthouse Investment Management
Massachusetts
$361K -$44K -345 -11%
Jane Street
267
Jane Street
New York
$360K +$360K +2,823 New
MTC
268
Matrix Trust Company
Colorado
$359K +$179K +1,405 +100%
PAMG
269
Patton Albertson Miller Group
Tennessee
$359K -$7.02K -55 -2%
HFRG
270
Houlihan Financial Resource Group
Virginia
$356K -$12.5M -97,276 -97%
APP
271
Avantax Planning Partners
Iowa
$353K – – –
MFP
272
Meridian Financial Partners
Virginia
$353K -$6.34K -50 -2%
FPW
273
Flagship Private Wealth
Massachusetts
$351K +$128 +1 +0%
CWM
274
Chemistry Wealth Management
New York
$350K – – –
AGP
275
Autumn Glory Partners
Texas
$344K -$79.1K -620 -19%
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11
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