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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$163M
2
Bank of America
Bank of America
North Carolina
+$15.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.03M
4
UBS Group
UBS Group
Switzerland
+$7.94M
5
RAG
RIA Advisory Group
Iowa
+$6.93M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$149M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$35.5M
4
SIS
Strategic Investment Solutions
Illinois
-$21.8M
5
HP
Hound Partners
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$242K -$4.59M -33,467 -95%
GSIAS
327
Garden State Investment Advisory Services
New Jersey
$241K -$59.6K -435 -20%
MCC
328
Money Concepts Capital
Florida
$241K +$959 +7 +0.4%
MA
329
MONECO Advisors
Connecticut
$241K +$241K +1,756 New
BIA
330
Bigelow Investment Advisors
Maine
$240K -$2.74K -20 -1%
NFSG
331
Newbridge Financial Services Group
Florida
$238K -$24.9K -182 -9%
PL
332
Plancorp LLC
Missouri
$238K -$8.91K -65 -4%
EGWAG
333
Elwood & Goetz Wealth Advisory Group
Georgia
$237K +$6.72K +49 +3%
TWP
334
Tyche Wealth Partners
Texas
$236K +$236K +1,725 New
HWMA
335
Heritage Wealth Management (Arizona)
Arizona
$233K +$233K +1,700 New
OWM
336
OneAscent Wealth Management
Alabama
$232K -$16.3K -119 -7%
BCCM
337
Bridge Creek Capital Management
Massachusetts
$232K +$3.43K +25 +2%
SFS
338
Summit Financial Strategies
Ohio
$227K – – –
RIA
339
Realta Investment Advisors
Delaware
$226K -$12.5K -91 -5%
NAG
340
Northstar Advisory Group
New Jersey
$225K -$265K -1,930 -54%
GT
341
Glenmede Trust
Pennsylvania
$225K – – –
MA
342
Montag & Associates
Georgia
$224K +$148K +1,081 +196%
OC
343
Oppenheimer & Co
New York
$220K -$221K -1,611 -50%
CJ
344
Caitlin John
Michigan
$219K +$219K +1,599 New
CRI
345
Colonial River Investments
Virginia
$217K -$360K -2,624 -62%
MOS
346
MGO One Seven
Ohio
$217K -$39.8K -290 -15%
RPGK
347
Retirement Planning Group (Kansas)
Kansas
$214K +$214K +1,560 New
ITB
348
Idaho Trust Bank
Idaho
$213K -$76.8K -560 -27%
USCWA
349
U.S. Capital Wealth Advisors
Texas
$211K -$19.9K -145 -9%
JIP
350
Jaffetilchin Investment Partners
Florida
$209K +$209K +1,524 New
12 13
14
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