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Vanguard Utilities ETF
VPU

Overview Fund Activity

463 hedge funds and large institutions have $1.37B invested in Vanguard Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
8.01%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
41
Increased
155
Reduced
128
Closed
37
Calls
$7.9M
Puts
$4.21M
Net Calls
+$3.69M
Net Calls Change
-$3.14M

Top Buyers

1
BA
BCM Advisors
Louisiana
$28M
2
Bank of America
Bank of America
North Carolina
$128M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.3M
5
Wells Fargo
Wells Fargo
California
$32.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$3.39M
2
Nomura Asset Management
Nomura Asset Management
Japan
$2.19M
3
GB
Gunma Bank
Japan
$0
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.9M
5
SA
Shilanski & Associates
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
301
Doyle Wealth Management
Florida
$268K – – –
PTC
302
Private Trust Company
Ohio
$259K +$4.27K +30 +2%
SIAP
303
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K -$20K -141 -7%
SOS
304
Silver Oak Securities
Tennessee
$257K +$84.7K +664 +49%
TFS
305
Thoroughbred Financial Services
Tennessee
$256K +$66.8K +470 +35%
PO
306
Private Ocean
California
$254K +$254K +1,786 New
MMPW
307
Mitchell McLeod Pugh & Williams
Alabama
$253K +$253K +1,777 New
NEWAS
308
N.E.W. Advisory Services
Wisconsin
$252K -$73K -512 -22%
SG
309
StoneX Group
New York
$251K +$60.7K +423 +32%
FRA
310
Front Row Advisors
California
$248K – – –
PL
311
Plancorp LLC
Missouri
$247K +$9.97K +70 +4%
RIA
312
Realta Investment Advisors
Delaware
$246K – – –
AFO
313
Allie Family Office
Florida
$246K – – –
HIF
314
Hill Island Financial
Michigan
$246K – – –
CAM
315
Concorde Asset Management
Michigan
$246K +$246K +1,729 New
TPCW
316
TD Private Client Wealth
New York
$244K +$4.84K +34 +2%
DWM
317
Dakota Wealth Management
Florida
$243K +$243K +1,710 New
HWMA
318
Heritage Wealth Management (Arizona)
Arizona
$242K – – –
MIM
319
Moseley Investment Management
Florida
$237K – – –
PP
320
Patten & Patten
Tennessee
$236K -$28.4K -200 -11%
SFS
321
Summit Financial Strategies
Ohio
$235K +$7.11K +50 +3%
GT
322
Glenmede Trust
Pennsylvania
$233K – – –
W
323
WealthOne
New York
$233K – – –
AF
324
Advisornet Financial
Minnesota
$229K +$4.28K +30 +2%
SCI
325
Stableford Capital II
Arizona
$228K -$27.7K -200 -11%
11 12
13
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