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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 %
PWM
276
Praetorian Wealth Management
California
$349K +$349K +2,547 New
EWA
277
Elevate Wealth Advisory
Georgia
$349K +$349K +2,547 New
First Manhattan
278
First Manhattan
New York
$343K +$10.1K +74 +3%
MFP
279
Meridian Financial Partners
Virginia
$343K -$23.6K -179 -6%
NIM
280
Northeast Investment Management
Massachusetts
$342K – – –
CCA
281
Cora Capital Advisors
New Jersey
$342K -$51.8K -378 -13%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$340K -$6.17K -45 -2%
US Bancorp
283
US Bancorp
Minnesota
$338K -$2.78M -20,269 -89%
SF
284
Summit Financial
New Jersey
$336K +$336K +2,454 New
SFG
285
SNS Financial Group
Minnesota
$332K +$332K +2,420 New
Wealthfront Advisers
286
Wealthfront Advisers
California
$329K -$207K -1,510 -39%
KA
287
Kovack Advisors
Florida
$329K +$3.29K +24 +1%
BPA
288
Beacon Pointe Advisors
California
$326K -$17.1K -125 -5%
CCA
289
Checchi Capital Advisers
California
$323K +$323K +2,360 New
CWM
290
Chemistry Wealth Management
New York
$320K -$55.5K -405 -15%
William Blair & Company
291
William Blair & Company
Illinois
$318K -$21.4K -156 -6%
SPC
292
Sigma Planning Corp
Michigan
$308K -$520K -3,796 -63%
MCCA
293
Mill Creek Capital Advisors
Pennsylvania
$308K – – –
ORC
294
O'Rourke & Company
Massachusetts
$304K -$90.4K -660 -23%
AWA
295
Acorn Wealth Advisors
Michigan
$304K -$16.3K -119 -5%
RVPG
296
Relative Value Partners Group
$304K -$34.3K -250 -10%
BCM
297
Basso Capital Management
Connecticut
$303K – – –
PIA
298
Panoramic Investment Advisors
Colorado
$302K -$91.1K -665 -23%
EA
299
Eudaimonia Advisors
Tennessee
$295K -$93.6K -683 -24%
FFN
300
Focus Financial Network
Minnesota
$293K -$170K -1,237 -37%
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