VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$163M
2
Bank of America
Bank of America
North Carolina
+$15.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.03M
4
UBS Group
UBS Group
Switzerland
+$7.94M
5
RAG
RIA Advisory Group
Iowa
+$6.93M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$149M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$35.5M
4
SIS
Strategic Investment Solutions
Illinois
-$21.8M
5
HP
Hound Partners
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
251
Engineers Gate Manager
New York
$409K +$409K +2,985 New
NG
252
Northstar Group
New York
$400K +$61.7K +450 +18%
TF
253
Trek Financial
Arizona
$399K – – –
KPWS
254
Kestra Private Wealth Services
Texas
$399K +$399K +2,910 New
WE
255
Wealth Effects
Massachusetts
$394K – – –
MCM
256
MAI Capital Management
Ohio
$388K -$28.5K -208 -7%
TRCT
257
Tower Research Capital (TRC)
New York
$386K +$126K +919 +48%
TC
258
TAP Consulting
Missouri
$383K -$756K -5,517 -66%
HFRG
259
Houlihan Financial Resource Group
Virginia
$382K +$960 +7 +0.3%
IAIM
260
International Assets Investment Management
Florida
$382K -$919K -6,705 -71%
AT
261
American Trust
Kentucky
$378K +$18.5K +135 +5%
FPW
262
Flagship Private Wealth
Massachusetts
$378K – – –
GRP
263
Global Retirement Partners
California
$375K -$52.7K -390 -12%
MWM
264
Meridian Wealth Management
Kentucky
$373K -$62.6K -457 -14%
BBA
265
BLB&B Advisors
Pennsylvania
$373K +$373K +2,718 New
FW
266
FirstPurpose Wealth
Utah
$372K +$88.7K +647 +31%
MWM
267
Mission Wealth Management
California
$372K -$90.3K -659 -20%
SCA
268
Snowden Capital Advisors
New York
$371K +$371K +2,705 New
WLIM
269
White Lighthouse Investment Management
Massachusetts
$367K -$21K -153 -5%
AGP
270
Autumn Glory Partners
Texas
$365K +$135 +1 +0%
CBFP
271
Cedar Brook Financial Partners
Ohio
$364K +$6.52K +48 +2%
PAMG
272
Patton Albertson Miller Group
Tennessee
$360K -$25.6K -187 -7%
SFS
273
Sharp Financial Services
Pennsylvania
$356K +$356K +2,600 New
PA
274
Parallel Advisors
California
$354K -$685 -5 -0.2%
RBFC
275
Roman Butler Fullerton & Co
Missouri
$352K – – –
9 10
11
12 13