VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

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

Top Buyers

1
EWA
EP Wealth Advisors
California
+$63.5M
2
FIM
Freedom Investment Management
Connecticut
+$9.27M
3
Cerity Partners
Cerity Partners
New York
+$7.26M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.53M
5
PL
Polianta Ltd
Jersey
+$4.47M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$24.1M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$13M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$11.8M
4
I
INVST
Indiana
-$10.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$9.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
276
Strategic Wealth Partners
Ohio
$336K +$336K +2,277 New
MCCA
277
Mill Creek Capital Advisors
Pennsylvania
$331K – – –
FFL
278
Financial Freedom LLC
Ohio
$328K +$590 +4 +0.2%
MCC
279
Money Concepts Capital
Florida
$326K +$178K +7,207 +120%
SAS
280
Stelac Advisory Services
New York
$320K – – –
PD
281
Planning Directions
Pennsylvania
$319K -$13.1K -89 -4%
CWM
282
Cornerstone Wealth Management
Missouri
$319K +$319K +2,160 New
NB
283
Northwest Bancshares
Pennsylvania
$317K – – –
ACM
284
Advisors Capital Management
New Jersey
$316K -$12.5K -85 -4%
CAMG
285
CWA Asset Management Group
Florida
$316K +$316K +2,140 New
SB
286
Simmons Bank
Arkansas
$314K -$1.48K -10 -0.5%
GLLW
287
Graves Light Lenhart Wealth
Virginia
$308K +$1.62K +11 +0.5%
SCI
288
Stableford Capital II
Arizona
$307K +$53.9K +351 +21%
FC
289
Fulcrum Capital
Washington
$302K – – –
William Blair & Company
290
William Blair & Company
Illinois
$301K +$7.38K +50 +3%
CPA
291
Cardiff Park Advisors
California
$298K – – –
JIC
292
Joel Isaacson & Co
New York
$297K +$2.36K +16 +0.8%
FPB
293
First PREMIER Bank
South Dakota
$297K +$1.48K +10 +0.5%
HF
294
HRT Financial
New York
$296K -$300K -2,038 -50%
MG
295
Mather Group
Illinois
$294K +$23.5K +159 +9%
CAS
296
Coppell Advisory Solutions
Texas
$292K +$249K +1,698 +570%
CASC
297
Coppell Advisory Solutions Corp
Texas
$292K +$249K +1,698 +570%
TFS
298
Thoroughbred Financial Services
Tennessee
$291K -$1.03K -7 -0.4%
HIS
299
Horizon Investment Services
Indiana
$291K -$249K -1,689 -46%
IAN
300
Integrated Advisors Network
Texas
$290K -$4.43K -30 -2%
10 11
12
13 14