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Vanguard Utilities ETF

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
351
HB Wealth Management
Georgia
$209K -$36.1K -245 -15%
NEPWA
352
New England Private Wealth Advisors
Massachusetts
$207K +$1.33K +9 +0.6%
MTC
353
Matrix Trust Company
Colorado
$205K +$6.48K +44 +3%
SOS
354
Silver Oak Securities
Tennessee
$204K +$2.07K +14 +1%
DC
355
Davenport & Co
Virginia
$203K -$7.52K -51 -4%
CFG
356
Citizens Financial Group
Rhode Island
$198K -$22.1K -150 -10%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$195K -$8.7K -59 -4%
AWM
358
Abound Wealth Management
Tennessee
$194K -$8.7K -59 -4%
BWM
359
BerganKDV Wealth Management
Minnesota
$177K
NSIM
360
North Star Investment Management
Illinois
$175K +$1.48K +10 +0.9%
IA
361
IFP Advisors
Florida
$163K -$2.29M -23,410 -93%
TIM
362
Tortoise Investment Management
New York
$162K
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$155K -$148K -1,000 -49%
CIA
364
Choate Investment Advisors
Massachusetts
$152K
CMP
365
Coston McIsaac & Partners
Maine
$152K +$1.18K +8 +0.8%
WT
366
Whittier Trust
California
$148K
BTI
367
Blue Trust Inc
Georgia
$136K +$21.1K +138 +18%
PCFFS
368
Pacific Center for Financial Services
California
$135K +$135K +918 New
AF
369
Allworth Financial
California
$133K -$1.77K -12 -1%
HGERS
370
Householder Group Estate & Retirement Specialist
Arizona
$129K +$129K +875 New
GWM
371
Geneos Wealth Management
Colorado
$123K -$2.51K -17 -2%
FP
372
Financial Perspectives
Minnesota
$122K
BCV
373
Banque Cantonale Vaudoise
Switzerland
$114K +$5.16K +35 +5%
AFS
374
Annapolis Financial Services
Maryland
$109K
CFO
375
Colony Family Offices
North Carolina
$109K