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Vanguard Utilities ETF

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
326
Brandywine Oak Private Wealth
Pennsylvania
$249K -$14.8K -100 -6%
MIM
327
Moseley Investment Management
Florida
$246K
PP
328
Patten & Patten
Tennessee
$245K
W
329
WealthOne
New York
$244K
SFS
330
Summit Financial Strategies
Ohio
$244K
GT
331
Glenmede Trust
Pennsylvania
$243K
Jane Street
332
Jane Street
New York
$241K +$241K +1,635 New
IFWM
333
Institute for Wealth Management
Colorado
$241K -$314K -2,128 -57%
CW
334
CreativeOne Wealth
Kansas
$237K +$3.84K +26 +2%
FW
335
FirstPurpose Wealth
Utah
$237K +$15.9K +108 +7%
CAG
336
Curtis Advisory Group
California
$236K
EGWAG
337
Elwood & Goetz Wealth Advisory Group
Georgia
$235K +$6.34K +43 +3%
MPCL
338
My Personal CFO LLC
Washington
$233K +$5.9K +40 +3%
DSN
339
D. Scott Neal
Kentucky
$231K +$231K +1,565 New
BAM
340
BTS Asset Management
Massachusetts
$224K +$2.51K +17 +1%
FFN
341
Focus Financial Network
Minnesota
$223K -$5.75K -39 -3%
BWM
342
BCS Wealth Management
Tennessee
$221K +$221K +1,497 New
WTA
343
Washington Trust Advisors
Massachusetts
$221K
BCCM
344
Bridge Creek Capital Management
Massachusetts
$219K
JIP
345
Jaffetilchin Investment Partners
Florida
$216K +$148 +1 +0.1%
YWM
346
Yoder Wealth Management
California
$213K +$213K +1,445 New
AWA
347
Arkadios Wealth Advisors
Georgia
$212K +$212K +1,439 New
VWA
348
V Wealth Advisors
Kansas
$211K +$148 +1 +0.1%
SG
349
StoneX Group
New York
$210K -$58.5K -397 -22%
FFS
350
Founders Financial Securities
Maryland
$210K