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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$118M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$12.4M
3
BHB
Bank Hapoalim BM
Israel
+$11.7M
4
LPL Financial
LPL Financial
California
+$9.47M
5
Morgan Stanley
Morgan Stanley
New York
+$7.43M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$32.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.06M
4
Wells Fargo
Wells Fargo
California
-$8.56M
5
UBS Group
UBS Group
Switzerland
-$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIF
326
Hill Island Financial
Michigan
$269K +$4.6K +30 +2%
RIA
327
Realta Investment Advisors
Delaware
$266K +$767 +5 +0.3%
PL
328
Plancorp LLC
Missouri
$266K – – –
PCA
329
Prosperity Capital Advisors
Ohio
$266K +$266K +1,735 New
FRA
330
Front Row Advisors
California
$265K – – –
EW
331
Evoke Wealth
California
$263K -$2.26M -14,750 -90%
AFO
332
Allie Family Office
Florida
$263K – – –
DWM
333
Dakota Wealth Management
Florida
$262K – – –
LCC
334
Lincoln Capital Corp
Rhode Island
$261K +$261K +1,699 New
LMKC
335
L.M. Kohn & Company
Ohio
$260K +$260K +1,696 New
Bank of New York Mellon
336
Bank of New York Mellon
New York
$257K -$334K -2,179 -57%
SCI
337
Stableford Capital II
Arizona
$256K – – –
MIM
338
Moseley Investment Management
Florida
$255K – – –
PP
339
Patten & Patten
Tennessee
$255K – – –
HWM
340
HB Wealth Management
Georgia
$255K +$255K +1,660 New
JIC
341
Johnson Investment Counsel
Ohio
$254K +$254K +1,655 New
W
342
WealthOne
New York
$254K +$2.3K +15 +0.9%
SFS
343
Summit Financial Strategies
Ohio
$254K – – –
GT
344
Glenmede Trust
Pennsylvania
$252K – – –
HCWM
345
Harrison & Co Wealth Management
Virginia
$246K +$246K +1,601 New
CAG
346
Curtis Advisory Group
California
$245K – – –
CW
347
CreativeOne Wealth
Kansas
$242K +$307 +2 +0.1%
SPIA
348
Steward Partners Investment Advisory
New York
$241K -$313K -2,038 -56%
EGWAG
349
Elwood & Goetz Wealth Advisory Group
Georgia
$238K +$5.21K +34 +2%
FFN
350
Focus Financial Network
Minnesota
$237K +$237K +1,548 New
12 13
14
15 16