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Vanguard Utilities ETF
VPU

Overview Fund Activity

464 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
54
Increased
167
Reduced
125
Closed
39
Calls
$10.6M
Puts
$3.79M
Net Calls
+$6.84M
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$56.3M
2
Morgan Stanley
Morgan Stanley
New York
+$28.2M
3
FTS
Fifth Third Securities
Ohio
+$12.3M
4
FNC
First National Corp
Massachusetts
+$11.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.53M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$290M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$217M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$70.6M
4
AAS
Ameritas Advisory Services
Nebraska
-$56.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Parallel Advisors
California
$259K -$9.9K -65 -4%
HWMA
302
Heritage Wealth Management (Arizona)
Arizona
$259K – – –
TPCW
303
TD Private Client Wealth
New York
$256K +$35.5K +233 +16%
MIM
304
Moseley Investment Management
Florida
$254K – – –
PL
305
Plancorp LLC
Missouri
$254K +$254K +1,665 New
MPCG
306
Matrix Private Capital Group
New York
$253K -$126K -825 -33%
DHFB
307
Dixon Hubard Feinour & Brown
Virginia
$253K +$27.6K +181 +12%
W
308
WealthOne
New York
$250K +$15.2K +100 +6%
GT
309
Glenmede Trust
Pennsylvania
$249K – – –
EGWAG
310
Elwood & Goetz Wealth Advisory Group
Georgia
$247K -$44K -289 -15%
CAG
311
Curtis Advisory Group
California
$244K – – –
MC
312
Moors & Cabot
Massachusetts
$244K – – –
SFS
313
Summit Financial Strategies
Ohio
$244K – – –
RC
314
RegentAtlantic Capital
New Jersey
$244K +$244K +1,603 New
AF
315
Advisornet Financial
Minnesota
$240K -$13.9K -91 -5%
AWA
316
Arete Wealth Advisors
Illinois
$237K +$237K +1,549 New
BCCM
317
Bridge Creek Capital Management
Massachusetts
$230K +$6.86K +45 +3%
WTA
318
Washington Trust Advisors
Massachusetts
$228K +$228K +1,495 New
OL
319
Optas LLC
Texas
$225K – – –
AFS
320
Axiom Financial Strategies
Indiana
$222K +$222K +1,455 New
JIP
321
Jaffetilchin Investment Partners
Florida
$222K +$222K +1,459 New
NEPWA
322
New England Private Wealth Advisors
Massachusetts
$220K -$489 -3 -0.2%
HCWM
323
Harrison & Co Wealth Management
Virginia
$217K -$610 -4 -0.3%
FFS
324
Founders Financial Securities
Maryland
$217K +$13.7K +90 +7%
LWM
325
Laidlaw Wealth Management
New York
$216K +$216K +1,415 New
11 12
13
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