VPU icon

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
+$14.2M
3
Bank of America
Bank of America
North Carolina
+$9.53M
4
NSLI
Nan Shan Life Insurance
Taiwan
+$8.1M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$33M
2
BHB
Bank Hapoalim BM
Israel
-$11.2M
3
PL
Polianta Ltd
Jersey
-$8.95M
4
SIS
Strategic Investment Solutions
Illinois
-$3.03M
5
SWA
Stratos Wealth Advisors
Ohio
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
276
Northeast Investment Management
Massachusetts
$355K – – –
GSIAS
277
Garden State Investment Advisory Services
New Jersey
$354K -$31.5K -221 -8%
ACM
278
Advisors Capital Management
New Jersey
$352K +$47.2K +332 +15%
NG
279
Northstar Group
New York
$351K – – –
RVPG
280
Relative Value Partners Group
$350K – – –
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$349K -$42.6K -303 -11%
BCI
282
Brinker Capital Investments
Pennsylvania
$347K -$23.6K -166 -6%
OPS
283
Orion Portfolio Solutions
Nebraska
$347K -$23.6K -166 -6%
SWP
284
Strategic Wealth Partners
Ohio
$347K +$22.9K +161 +7%
First Manhattan
285
First Manhattan
New York
$341K – – –
BPA
286
Beacon Pointe Advisors
California
$339K – – –
LL
287
LPWM LLC
Minnesota
$338K +$338K +2,360 New
KA
288
Kovack Advisors
Florida
$336K -$38.7K -272 -10%
AWA
289
Acorn Wealth Advisors
Michigan
$331K +$853 +6 +0.3%
LJAC
290
L.J. Altfest & Co
New York
$327K +$51.9K +365 +19%
MCCA
291
Mill Creek Capital Advisors
Pennsylvania
$319K – – –
MG
292
Mather Group
Illinois
$317K +$33.3K +234 +12%
FFL
293
Financial Freedom LLC
Ohio
$316K – – –
PCIA
294
Prime Capital Investment Advisors
Kansas
$316K +$316K +2,223 New
Northern Trust
295
Northern Trust
Illinois
$315K -$106K -747 -25%
SAG
296
SageView Advisory Group
California
$313K +$313K +2,202 New
NB
297
Northwest Bancshares
Pennsylvania
$306K – – –
PD
298
Planning Directions
Pennsylvania
$305K -$2.27K -16 -0.7%
CAMG
299
CWA Asset Management Group
Florida
$304K +$142 +1 +0%
FW
300
FirstPurpose Wealth
Utah
$302K +$73.5K +517 +32%
10 11
12
13 14