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Vanguard Utilities ETF
VPU

Overview Fund Activity

453 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+21
Holders Change %
+4.86%
% of All Funds
7.17%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
120
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$290M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$234M
4
Osaic Holdings
Osaic Holdings
Arizona
$69.7M
5
Wells Fargo
Wells Fargo
California
$39.6M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
$220K
5
PL
Polianta Ltd
Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
351
GeoWealth Management
Illinois
$153K +$153K +941 New
PCFFS
352
Pacific Center for Financial Services
California
$149K – – –
CPA
353
Cardiff Park Advisors
California
$148K – – –
Koshinski Asset Management
354
Koshinski Asset Management
Illinois
$138K – – –
SWM
355
Selective Wealth Management
Virginia
$131K +$807 +5 +0.6%
NF
356
Norwood Financial
Pennsylvania
$129K -$12.2K -75 -9%
NSB
357
Norway Savings Bank
Maine
$129K – – –
FP
358
Financial Perspectives
Minnesota
$124K – – –
AWM
359
Atticus Wealth Management
Florida
$123K – – –
CB
360
Community Bank
New York
$112K – – –
MFA
361
McClarren Financial Advisors
Pennsylvania
$112K +$483 +3 +0.4%
CAL
362
Capital Advisors Ltd
Ohio
$108K – – –
AF
363
Allworth Financial
California
$106K -$324 -2 -0.3%
S
364
SignatureFD
Georgia
$105K – – –
LWANC
365
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K – – –
AWM
366
Avior Wealth Management
Nebraska
$105K +$77.3K +481 +280%
TF
367
Tompkins Financial
New York
$105K +$105K +650 New
HR
368
Howe & Rusling
New York
$101K +$36.3K +224 +56%
CPFP
369
Clear Perspectives Financial Planning
Ohio
$97K – – –
FF
370
FourThought Financial
Florida
$97K +$92.9K +573 +2,292%
BW
371
Bison Wealth
Georgia
$93K +$161 +1 +0.2%
UIA
372
Ulland Investment Advisors
Minnesota
$91K -$35.6K -220 -28%
MA
373
Montag & Associates
Georgia
$89K – – –
JGIA
374
Jackson Grant Investment Advisers
Connecticut
$88K +$88K +546 New
BAM
375
Bellevue Asset Management
Washington
$85K -$12.1K -75 -13%
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15
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