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Vanguard Utilities ETF
VPU

Overview Fund Activity

453 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+21
Holders Change %
+4.86%
% of All Funds
7.17%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
120
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$287M
2
Morgan Stanley
Morgan Stanley
New York
+$39.9M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$32.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13M
5
Wells Fargo
Wells Fargo
California
+$10.7M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$33.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$20.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.66M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
-$5.35M
5
PL
Polianta Ltd
Jersey
-$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
326
Oppenheimer & Co
New York
$225K +$225K +1,390 New
HIIFS
327
Harel Insurance Investments & Financial Services
Israel
$222K +$32.5K +201 +17%
ACP
328
Ashfield Capital Partners
California
$221K – – –
NEPWA
329
New England Private Wealth Advisors
Massachusetts
$220K -$5.35M -32,877 -96%
KA
330
Kovack Advisors
Florida
$218K +$218K +1,349 New
CFG
331
Citizens Financial Group
Rhode Island
$217K -$105K -649 -33%
PSF
332
Pacific Sun Financial
California
$217K -$14.6K -90 -6%
FFS
333
Founders Financial Securities
Maryland
$216K – – –
LWAC
334
Laurel Wealth Advisors (California)
California
$215K -$15.1K -93 -7%
GWM
335
Geneos Wealth Management
Colorado
$214K -$71.4K -442 -25%
CAN
336
Claraphi Advisory Network
United States
$214K -$29.1K -180 -12%
RIM
337
Rockbridge Investment Management
New York
$211K – – –
FPB
338
First PREMIER Bank
South Dakota
$209K – – –
WIA
339
World Investment Advisors
California
$207K +$207K +1,277 New
NL
340
NWAM LLC
Washington
$206K +$206K +1,273 New
RWM
341
RBA Wealth Management
California
$204K -$2.59K -16 -1%
NSIM
342
North Star Investment Management
Illinois
$203K +$809 +5 +0.4%
CCB
343
Country Club Bank
Missouri
$203K +$203K +1,250 New
BWM
344
BerganKDV Wealth Management
Minnesota
$189K +$1.29K +8 +0.7%
TIM
345
Tortoise Investment Management
New York
$178K +$16.2K +100 +10%
WT
346
Whittier Trust
California
$175K -$1.95K -12 -1%
CIA
347
Choate Investment Advisors
Massachusetts
$167K – – –
EIP
348
Ellis Investment Partners
Pennsylvania
$160K -$18.2K -113 -10%
Simplex Trading
349
Simplex Trading
Illinois
$155K -$40.1K -248 -21%
CCM
350
Covington Capital Management
California
$155K – – –
12 13
14
15 16