VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

463 hedge funds and large institutions have $1.37B invested in Vanguard Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
8.01%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
41
Increased
155
Reduced
128
Closed
37
Calls
$7.9M
Puts
$4.21M
Net Calls
+$3.69M
Net Calls Change
-$3.14M

Top Buyers

1
BA
BCM Advisors
Louisiana
$28M
2
Bank of America
Bank of America
North Carolina
$128M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.3M
5
Wells Fargo
Wells Fargo
California
$32.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$3.39M
2
Nomura Asset Management
Nomura Asset Management
Japan
$2.19M
3
GB
Gunma Bank
Japan
$0
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.9M
5
SA
Shilanski & Associates
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
326
Curtis Advisory Group
California
$228K – – –
CW
327
CreativeOne Wealth
Kansas
$224K -$25.3K -178 -10%
KC
328
Kinloch Capital
Virginia
$223K -$859K -6,045 -79%
EGWAG
329
Elwood & Goetz Wealth Advisory Group
Georgia
$216K -$14.8K -104 -6%
BCCM
330
Bridge Creek Capital Management
Massachusetts
$215K – – –
WTA
331
Washington Trust Advisors
Massachusetts
$213K – – –
LWM
332
Laidlaw Wealth Management
New York
$212K +$10.8K +76 +5%
RCM
333
RNC Capital Management
California
$211K +$211K +1,481 New
MFG
334
MidWestOne Financial Group
Iowa
$210K +$210K +1,473 New
OL
335
Optas LLC
Texas
$209K – – –
PA
336
Parallel Advisors
California
$208K -$34K -239 -14%
JIP
337
Jaffetilchin Investment Partners
Florida
$208K – – –
FW
338
FirstPurpose Wealth
Utah
$204K +$4.12K +29 +2%
CCA
339
Checchi Capital Advisers
California
$204K +$204K +1,436 New
FFS
340
Founders Financial Securities
Maryland
$203K – – –
BWP
341
Balboa Wealth Partners
Arizona
$202K +$202K +1,423 New
AT
342
American Trust
Kentucky
$201K +$201K +1,411 New
HIIFS
343
Harel Insurance Investments & Financial Services
Israel
$199K – – –
MCC
344
Money Concepts Capital
Florida
$198K +$1.71K +12 +0.9%
MTC
345
Matrix Trust Company
Colorado
$188K -$195K -1,369 -51%
IAMOG
346
Investors Asset Management of Georgia
Georgia
$180K +$55.4K +389 +44%
NSIM
347
North Star Investment Management
Illinois
$179K – – –
FIA
348
FNY Investment Advisers
New York
$170K +$170K +1,200 New
BWM
349
BerganKDV Wealth Management
Minnesota
$167K – – –
TIM
350
Tortoise Investment Management
New York
$156K – – –
12 13
14
15 16