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Vanguard Utilities ETF

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K
Name Holding Trade Value Shares
Change
Shares
Change %
FIC
301
Family Investment Center
Missouri
$290K -$60.8K -412 -17%
PCM
302
Poehling Capital Management
Wisconsin
$288K
LJAC
303
L.J. Altfest & Co
New York
$286K -$74.3K -503 -21%
Bank of New York Mellon
304
Bank of New York Mellon
New York
$285K +$38.1K +258 +15%
BCM
305
Basso Capital Management
Connecticut
$285K
Vanguard Group
306
Vanguard Group
Pennsylvania
$283K +$283K +1,918 New
AF
307
Advisornet Financial
Minnesota
$269K -$295 -2 -0.1%
LCC
308
Lincoln Capital Corp
Rhode Island
$269K +$18.4K +125 +7%
PCA
309
Prosperity Capital Advisors
Ohio
$268K +$12.1K +82 +5%
AAG
310
Armstrong Advisory Group
Massachusetts
$263K +$1.03K +7 +0.4%
MMPW
311
Mitchell McLeod Pugh & Williams
Alabama
$262K
BIA
312
Bigelow Investment Advisors
Maine
$261K -$41.3K -280 -14%
HIF
313
Hill Island Financial
Michigan
$260K
MHS
314
M Holdings Securities
Oregon
$260K -$21.8K -148 -8%
Simplex Trading
315
Simplex Trading
Illinois
$260K +$188K +1,277 +260%
GVAG
316
Great Valley Advisor Group
Delaware
$259K +$55K +373 +27%
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$258K -$3M -20,313 -92%
RIA
318
Realta Investment Advisors
Delaware
$256K +$443 +3 +0.2%
PL
319
Plancorp LLC
Missouri
$256K
FRA
320
Front Row Advisors
California
$254K
EW
321
Evoke Wealth
California
$253K
AFO
322
Allie Family Office
Florida
$253K
DWM
323
Dakota Wealth Management
Florida
$252K
PTC
324
Private Trust Company
Ohio
$250K -$17.7K -120 -7%
MWM
325
Modera Wealth Management
New Jersey
$250K -$172K -1,168 -41%