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Vanguard Utilities ETF
VPU

Overview Fund Activity

453 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+21
Holders Change %
+4.86%
% of All Funds
7.17%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
120
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$287M
2
Morgan Stanley
Morgan Stanley
New York
+$39.9M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$32.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13M
5
Wells Fargo
Wells Fargo
California
+$10.7M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$33.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$20.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.66M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
-$5.35M
5
PL
Polianta Ltd
Jersey
-$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
276
N.E.W. Advisory Services
Wisconsin
$333K +$5.77K +41 +2%
MHS
277
M Holdings Securities
Oregon
$333K +$333K +2,058 New
BIA
278
Bigelow Investment Advisors
Maine
$332K – – –
GLLW
279
Graves Light Lenhart Wealth
Virginia
$330K +$1.13K +7 +0.3%
JIC
280
Joel Isaacson & Co
New York
$328K – – –
SCI
281
Stableford Capital II
Arizona
$324K – – –
MWM
282
Mission Wealth Management
California
$323K -$8.26K -51 -2%
SIAP
283
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K – – –
PCM
284
Poehling Capital Management
Wisconsin
$316K – – –
William Blair & Company
285
William Blair & Company
Illinois
$316K +$5.01K +31 +2%
LIM
286
Leavell Investment Management
Alabama
$314K +$15.2K +94 +5%
CBFP
287
Cedar Brook Financial Partners
Ohio
$310K +$1.78K +11 +0.6%
EGWAG
288
Elwood & Goetz Wealth Advisory Group
Georgia
$309K – – –
SAS
289
Stelac Advisory Services
New York
$308K +$67.5K +418 +28%
SI
290
Stephens Inc
Arkansas
$302K -$20.4K -126 -6%
PP
291
Patten & Patten
Tennessee
$301K – – –
AWA
292
Arkadios Wealth Advisors
Georgia
$300K -$40.2K -249 -12%
EW
293
Evoke Wealth
California
$300K +$204K +1,258 +211%
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$299K – – –
PA
295
Parallel Advisors
California
$286K +$810 +5 +0.3%
VWA
296
Visionary Wealth Advisors
Illinois
$286K +$286K +1,770 New
LWM
297
Loveless Wealth Management
Montana
$285K -$48.6K -300 -15%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$281K -$14.1K -87 -5%
WS
299
Wedbush Securities
California
$280K +$324 +2 +0.1%
FRA
300
Front Row Advisors
California
$279K – – –
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