VPU icon

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
+$141M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.2M
3
HP
Hound Partners
New York
+$28.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$26.4M
5
SIS
Strategic Investment Solutions
Illinois
+$22.1M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
-$26.2M
2
BA
BCM Advisors
Louisiana
-$25.8M
3
HFRG
Houlihan Financial Resource Group
Virginia
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.85M
5
BFS
Bard Financial Services
Connecticut
-$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
276
Curran Financial Partners
South Carolina
$342K -$975K -7,646 -74%
RBFC
277
Roman Butler Fullerton & Co
Missouri
$341K – – –
CBFP
278
Cedar Brook Financial Partners
Ohio
$336K +$2.42K +19 +0.7%
AT
279
American Trust
Kentucky
$334K -$1.28K -10 -0.4%
PA
280
Parallel Advisors
California
$330K +$3.32K +26 +1%
GCP
281
GSA Capital Partners
United Kingdom
$330K +$330K +2,584 New
LCC
282
Lincoln Capital Corp
Rhode Island
$328K +$115K +900 +54%
GAM
283
Gotham Asset Management
New York
$325K – – –
WAP
284
Wealthcare Advisory Partners
Pennsylvania
$322K -$47.6K -373 -13%
ACP
285
Aveo Capital Partners
Colorado
$322K -$272K -2,133 -46%
BPA
286
Beacon Pointe Advisors
California
$319K +$15.2K +119 +5%
NIM
287
Northeast Investment Management
Massachusetts
$319K – – –
William Blair & Company
288
William Blair & Company
Illinois
$316K -$11K -86 -3%
NG
289
Northstar Group
New York
$315K – – –
RVPG
290
Relative Value Partners Group
$314K – – –
BCA
291
Bay Colony Advisors
Massachusetts
$310K +$310K +2,435 New
First Manhattan
292
First Manhattan
New York
$310K +$3.83K +30 +1%
IHL
293
Investment House LLC
California
$306K +$89.3K +700 +41%
KA
294
Kovack Advisors
Florida
$303K +$1.15K +9 +0.4%
PCA
295
Prosperity Capital Advisors
Ohio
$300K +$30.2K +237 +11%
AWA
296
Acorn Wealth Advisors
Michigan
$298K +$1.02K +8 +0.3%
SAM
297
Secure Asset Management
Michigan
$294K +$65.9K +517 +29%
VWA
298
Visionary Wealth Advisors
Illinois
$292K -$178K -1,399 -38%
LL
299
LPWM LLC
Minnesota
$287K – – –
MCCA
300
Mill Creek Capital Advisors
Pennsylvania
$286K – – –
10 11
12
13 14