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Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$141M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.2M
3
HP
Hound Partners
New York
+$28.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$26.4M
5
SIS
Strategic Investment Solutions
Illinois
+$22.1M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
-$26.2M
2
BA
BCM Advisors
Louisiana
-$25.8M
3
HFRG
Houlihan Financial Resource Group
Virginia
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.85M
5
BFS
Bard Financial Services
Connecticut
-$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
326
Newbridge Financial Services Group
Florida
$245K -$111K -873 -31%
Vanguard Group
327
Vanguard Group
Pennsylvania
$245K – – –
RPCONE
328
Retirement Planning Company of New England
Rhode Island
$243K -$90.5K -710 -27%
TRCT
329
Tower Research Capital (TRC)
New York
$242K -$215K -1,687 -47%
MOS
330
MGO One Seven
Ohio
$239K -$95.7K -750 -29%
OWM
331
OneAscent Wealth Management
Alabama
$234K -$8.77K -68 -4%
PL
332
Plancorp LLC
Missouri
$230K – – –
MMPW
333
Mitchell McLeod Pugh & Williams
Alabama
$227K – – –
Manulife (Manufacturers Life Insurance)
334
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$226K -$6.89K -54 -3%
BIA
335
Bigelow Investment Advisors
Maine
$226K – – –
HIF
336
Hill Island Financial
Michigan
$224K – – –
MCC
337
Money Concepts Capital
Florida
$223K -$1.91K -15 -0.8%
FPAS
338
Focus Partners Advisor Solutions
Missouri
$222K +$222K +1,744 New
FRA
339
Front Row Advisors
California
$222K – – –
GVAG
340
Great Valley Advisor Group
Delaware
$220K -$4.21K -33 -2%
EW
341
Evoke Wealth
California
$219K -$1.29K -10 -0.6%
ACA
342
Atlas Capital Advisors
Wyoming
$219K -$127K -998 -37%
HIS
343
Horizon Investment Services
Indiana
$217K +$3.57K +28 +2%
USCWA
344
U.S. Capital Wealth Advisors
Texas
$215K -$126K -990 -37%
EGWAG
345
Elwood & Goetz Wealth Advisory Group
Georgia
$214K +$11.1K +87 +5%
MIM
346
Moseley Investment Management
Florida
$212K – – –
BCCM
347
Bridge Creek Capital Management
Massachusetts
$212K +$23K +180 +12%
W
348
WealthOne
New York
$211K – – –
SFS
349
Summit Financial Strategies
Ohio
$211K – – –
GT
350
Glenmede Trust
Pennsylvania
$210K – – –
12 13
14
15 16