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Vanguard Utilities ETF

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Shares
Change %
MPCL
351
My Personal CFO LLC
Washington
$236K +$236K +1,540 New
BAM
352
BTS Asset Management
Massachusetts
$233K +$233K +1,502 New
FW
353
FirstPurpose Wealth
Utah
$230K +$9.51K +62 +4%
WTA
354
Washington Trust Advisors
Massachusetts
$229K
CFG
355
Citizens Financial Group
Rhode Island
$229K +$229K +1,492 New
TCWM
356
Total Clarity Wealth Management
Illinois
$228K +$228K +1,490 New
BCCM
357
Bridge Creek Capital Management
Massachusetts
$228K -$3.83K -25 -2%
BWP
358
Balboa Wealth Partners
Arizona
$226K +$8.28K +54 +4%
JIP
359
Jaffetilchin Investment Partners
Florida
$224K +$153 +1 +0.1%
VWA
360
V Wealth Advisors
Kansas
$219K +$219K +1,431 New
DC
361
Davenport & Co
Virginia
$219K -$131K -851 -37%
FFS
362
Founders Financial Securities
Maryland
$218K
PA
363
Parallel Advisors
California
$218K -$5.98K -39 -3%
NEPWA
364
New England Private Wealth Advisors
Massachusetts
$212K +$212K +1,386 New
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$212K -$145K -946 -41%
GVAG
366
Great Valley Advisor Group
Delaware
$212K +$212K +1,381 New
AWM
367
Abound Wealth Management
Tennessee
$210K +$168K +1,096 +397%
SOS
368
Silver Oak Securities
Tennessee
$209K -$99.4K -649 -32%
MTC
369
Matrix Trust Company
Colorado
$207K +$3.84K +25 +2%
ML
370
McAdam LLC
Pennsylvania
$205K -$2.31M -14,792 -92%
ACI
371
Alpha Cubed Investments
California
$203K +$203K +1,325 New
SAM
372
Secure Asset Management
Michigan
$202K +$202K +1,317 New
RWM
373
RBA Wealth Management
California
$201K +$201K +1,313 New
PSF
374
Pacific Sun Financial
California
$201K +$201K +1,310 New
BWM
375
BerganKDV Wealth Management
Minnesota
$184K +$3.53K +23 +2%