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Vanguard Utilities ETF
VPU

Overview Fund Activity

486 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
44
Increased
119
Reduced
177
Closed
38
Calls
$6.09M
Puts
$3.73M
Net Calls
+$2.36M
Net Calls Change
-$5.09M

Top Buyers

1
HP
Hound Partners
New York
+$21.1M
2
HFRG
Houlihan Financial Resource Group
Virginia
+$14.2M
3
Bank of America
Bank of America
North Carolina
+$9.53M
4
NSLI
Nan Shan Life Insurance
Taiwan
+$8.1M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$33M
2
BHB
Bank Hapoalim BM
Israel
-$11.2M
3
PL
Polianta Ltd
Jersey
-$8.95M
4
SIS
Strategic Investment Solutions
Illinois
-$3.03M
5
SWA
Stratos Wealth Advisors
Ohio
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
301
Prosperity Capital Advisors
Ohio
$301K +$42.2K +297 +16%
WEG
302
World Equity Group
Illinois
$297K +$297K +2,087 New
GLLW
303
Graves Light Lenhart Wealth
Virginia
$297K – – –
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$296K +$39.3K +268 +15%
SB
305
Simmons Bank
Arkansas
$296K -$7.11K -50 -2%
FC
306
Fulcrum Capital
Washington
$291K – – –
BWP
307
Balboa Wealth Partners
Arizona
$291K -$247K -1,741 -46%
CPA
308
Cardiff Park Advisors
California
$287K – – –
CWM
309
Cornerstone Wealth Management
Missouri
$287K -$20K -141 -7%
JIC
310
Joel Isaacson & Co
New York
$287K – – –
SIAG
311
Safeguard Investment Advisory Group
California
$287K -$252K -1,771 -47%
FPB
312
First PREMIER Bank
South Dakota
$286K – – –
CCA
313
Checchi Capital Advisers
California
$284K -$83.2K -585 -23%
AWS
314
Aspen Wealth Strategies
Colorado
$280K +$280K +1,966 New
PCM
315
Poehling Capital Management
Wisconsin
$277K – – –
IAN
316
Integrated Advisors Network
Texas
$277K -$2.84K -20 -1%
TFS
317
Thoroughbred Financial Services
Tennessee
$276K -$4.97K -35 -2%
BCM
318
Basso Capital Management
Connecticut
$275K – – –
Vanguard Group
319
Vanguard Group
Pennsylvania
$273K – – –
MMA
320
Miracle Mile Advisors
California
$273K -$135K -953 -33%
OWM
321
OneAscent Wealth Management
Alabama
$270K -$97.6K -680 -27%
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$260K +$260K +1,826 New
PL
323
Plancorp LLC
Missouri
$256K +$9.24K +65 +4%
AAG
324
Armstrong Advisory Group
Massachusetts
$255K +$1.42K +10 +0.6%
SAM
325
Secure Asset Management
Michigan
$254K +$254K +1,788 New
11 12
13
14 15