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Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$141M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.2M
3
HP
Hound Partners
New York
+$28.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$26.4M
5
SIS
Strategic Investment Solutions
Illinois
+$22.1M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
-$26.2M
2
BA
BCM Advisors
Louisiana
-$25.8M
3
HFRG
Houlihan Financial Resource Group
Virginia
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.85M
5
BFS
Bard Financial Services
Connecticut
-$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
301
Basso Capital Management
Connecticut
$282K +$35.3K +277 +14%
Northern Trust
302
Northern Trust
Illinois
$282K -$1.4K -11 -0.5%
GSIAS
303
Garden State Investment Advisory Services
New Jersey
$281K -$37K -289 -12%
MG
304
Mather Group
Illinois
$275K -$8.93K -70 -3%
NB
305
Northwest Bancshares
Pennsylvania
$274K – – –
FSC
306
Full Sail Capital
Oklahoma
$274K -$60.5K -474 -18%
CAMG
307
CWA Asset Management Group
Florida
$273K – – –
WEG
308
World Equity Group
Illinois
$271K +$5.23K +41 +2%
ITB
309
Idaho Trust Bank
Idaho
$269K -$81.1K -636 -23%
SB
310
Simmons Bank
Arkansas
$265K – – –
FW
311
FirstPurpose Wealth
Utah
$264K -$6.76K -53 -2%
GLLW
312
Graves Light Lenhart Wealth
Virginia
$262K +$3.35K +27 +1%
FC
313
Fulcrum Capital
Washington
$261K – – –
FFL
314
Financial Freedom LLC
Ohio
$260K -$23.3K -183 -8%
SAG
315
SageView Advisory Group
California
$260K -$20.7K -162 -7%
JIC
316
Joel Isaacson & Co
New York
$259K +$1.91K +15 +0.7%
CPA
317
Cardiff Park Advisors
California
$258K – – –
TC
318
TownSquare Capital
Utah
$257K +$257K +2,014 New
SOS
319
Silver Oak Securities
Tennessee
$257K +$257K +2,013 New
PTC
320
Private Trust Company
Ohio
$255K +$42.1K +330 +20%
AWS
321
Aspen Wealth Strategies
Colorado
$252K +$765 +6 +0.3%
PCM
322
Poehling Capital Management
Wisconsin
$249K – – –
PD
323
Planning Directions
Pennsylvania
$248K -$25.9K -203 -9%
RIA
324
Realta Investment Advisors
Delaware
$247K – – –
BWP
325
Balboa Wealth Partners
Arizona
$247K -$13.9K -109 -5%
11 12
13
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