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Vanguard Utilities ETF
VPU

Overview Fund Activity

486 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
44
Increased
119
Reduced
177
Closed
38
Calls
$6.09M
Puts
$3.73M
Net Calls
+$2.36M
Net Calls Change
-$5.09M

Top Buyers

1
HP
Hound Partners
New York
$21.1M
2
HFRG
Houlihan Financial Resource Group
Virginia
$14.7M
3
Bank of America
Bank of America
North Carolina
$110M
4
NSLI
Nan Shan Life Insurance
Taiwan
$10.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$6.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
$745K
2
BHB
Bank Hapoalim BM
Israel
$0
3
PL
Polianta Ltd
Jersey
$0
4
SIS
Strategic Investment Solutions
Illinois
$489K
5
SWA
Stratos Wealth Advisors
Ohio
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMPW
326
Mitchell McLeod Pugh & Williams
Alabama
$253K – – –
BIA
327
Bigelow Investment Advisors
Maine
$252K – – –
MCC
328
Money Concepts Capital
Florida
$251K -$1.62M -11,426 -87%
HIF
329
Hill Island Financial
Michigan
$250K – – –
GVAG
330
Great Valley Advisor Group
Delaware
$249K – – –
RIA
331
Realta Investment Advisors
Delaware
$247K – – –
FRA
332
Front Row Advisors
California
$247K – – –
EW
333
Evoke Wealth
California
$246K – – –
AFO
334
Allie Family Office
Florida
$245K – – –
SCI
335
Stableford Capital II
Arizona
$244K -$35K -251 -13%
DWM
336
Dakota Wealth Management
Florida
$243K – – –
GT
337
Glenmede Trust
Pennsylvania
$243K – – –
IHL
338
Investment House LLC
California
$242K +$242K +1,700 New
MWM
339
Modera Wealth Management
New Jersey
$239K -$1.71K -12 -0.7%
MHS
340
M Holdings Securities
Oregon
$239K -$12K -84 -5%
Bank of New York Mellon
341
Bank of New York Mellon
New York
$238K -$36.8K -259 -13%
LCC
342
Lincoln Capital Corp
Rhode Island
$238K -$21.2K -149 -8%
HIS
343
Horizon Investment Services
Indiana
$238K -$42.7K -300 -15%
PTC
344
Private Trust Company
Ohio
$237K -$4.27K -30 -2%
CW
345
CreativeOne Wealth
Kansas
$237K +$8.68K +61 +4%
MIM
346
Moseley Investment Management
Florida
$237K – – –
PP
347
Patten & Patten
Tennessee
$236K – – –
W
348
WealthOne
New York
$235K – – –
SFS
349
Summit Financial Strategies
Ohio
$235K – – –
AF
350
Advisornet Financial
Minnesota
$233K -$26.6K -187 -10%
12 13
14
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