VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$163M
2
Bank of America
Bank of America
North Carolina
+$15.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.03M
4
UBS Group
UBS Group
Switzerland
+$7.94M
5
RAG
RIA Advisory Group
Iowa
+$6.93M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$149M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$35.5M
4
SIS
Strategic Investment Solutions
Illinois
-$21.8M
5
HP
Hound Partners
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
301
Graves Light Lenhart Wealth
Virginia
$292K +$1.92K +14 +0.7%
RJT
302
Raymond James Trust
Florida
$289K +$289K +2,111 New
ACI
303
Alpha Cubed Investments
California
$287K +$287K +2,094 New
SB
304
Simmons Bank
Arkansas
$285K – – –
JIC
305
Joel Isaacson & Co
New York
$284K +$5.48K +40 +2%
FC
306
Fulcrum Capital
Washington
$281K – – –
VCM
307
Virtue Capital Management
Tennessee
$277K -$2.66M -19,170 -91%
CPA
308
Cardiff Park Advisors
California
$277K – – –
TFS
309
Thoroughbred Financial Services
Tennessee
$277K -$111K -809 -29%
FFL
310
Financial Freedom LLC
Ohio
$277K -$3.15K -23 -1%
Northern Trust
311
Northern Trust
Illinois
$274K -$28.5K -208 -9%
PTC
312
Private Trust Company
Ohio
$274K – – –
Millennium Management
313
Millennium Management
New York
$273K +$52.4K +382 +24%
AWS
314
Aspen Wealth Strategies
Colorado
$270K – – –
WEG
315
World Equity Group
Illinois
$269K -$22.9K -167 -8%
PCM
316
Poehling Capital Management
Wisconsin
$267K – – –
PS
317
Principal Securities
Iowa
$263K +$263K +1,921 New
CIA
318
Concurrent Investment Advisors
Florida
$262K +$262K +1,909 New
MG
319
Mather Group
Illinois
$256K -$40.2K -293 -14%
SFC
320
Swisher Financial Concepts
Ohio
$254K +$254K +1,881 New
SAM
321
Secure Asset Management
Michigan
$251K -$64.8K -473 -21%
PD
322
Planning Directions
Pennsylvania
$249K -$17.4K -127 -7%
RPCONE
323
Retirement Planning Company of New England
Rhode Island
$248K -$13K -95 -5%
MMPW
324
Mitchell McLeod Pugh & Williams
Alabama
$244K – – –
CL
325
Choreo LLC
Illinois
$244K +$244K +1,777 New
11 12
13
14 15