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Vanguard Utilities ETF
VPU

Overview Fund Activity

486 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
44
Increased
119
Reduced
177
Closed
38
Calls
$6.09M
Puts
$3.73M
Net Calls
+$2.36M
Net Calls Change
-$5.09M

Top Buyers

1
HP
Hound Partners
New York
+$21.1M
2
HFRG
Houlihan Financial Resource Group
Virginia
+$14.2M
3
Bank of America
Bank of America
North Carolina
+$9.53M
4
NSLI
Nan Shan Life Insurance
Taiwan
+$8.1M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$33M
2
BHB
Bank Hapoalim BM
Israel
-$11.2M
3
PL
Polianta Ltd
Jersey
-$8.95M
4
SIS
Strategic Investment Solutions
Illinois
-$3.03M
5
SWA
Stratos Wealth Advisors
Ohio
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIC
351
Family Investment Center
Missouri
$228K -$51.6K -363 -18%
Qube Research & Technologies (QRT)
352
Qube Research & Technologies (QRT)
United Kingdom
$228K -$1.26M -2,845 -85%
CAG
353
Curtis Advisory Group
California
$227K – – –
EGWAG
354
Elwood & Goetz Wealth Advisory Group
Georgia
$227K – – –
BAM
355
BTS Asset Management
Massachusetts
$218K +$2.42K +17 +1%
TWA
356
Tandem Wealth Advisors
Arizona
$217K -$125K -882 -37%
WTA
357
Washington Trust Advisors
Massachusetts
$213K – – –
BCCM
358
Bridge Creek Capital Management
Massachusetts
$211K +$142 +1 +0.1%
JIP
359
Jaffetilchin Investment Partners
Florida
$208K – – –
YWM
360
Yoder Wealth Management
California
$205K – – –
HWM
361
HB Wealth Management
Georgia
$201K – – –
TPCW
362
TD Private Client Wealth
New York
$201K -$235K -1,655 -54%
MTC
363
Matrix Trust Company
Colorado
$200K +$2.27K +16 +1%
CFG
364
Citizens Financial Group
Rhode Island
$191K – – –
BWM
365
BerganKDV Wealth Management
Minnesota
$171K – – –
NSIM
366
North Star Investment Management
Illinois
$168K – – –
TIM
367
Tortoise Investment Management
New York
$156K – – –
CIA
368
Choate Investment Advisors
Massachusetts
$147K – – –
CMP
369
Coston McIsaac & Partners
Maine
$146K – – –
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$143K -$44.5K -314 -24%
WT
371
Whittier Trust
California
$142K – – –
GWM
372
Geneos Wealth Management
Colorado
$137K +$18.8K +132 +16%
PCFFS
373
Pacific Center for Financial Services
California
$131K – – –
AWM
374
Atticus Wealth Management
Florida
$127K +$28.4K +200 +29%
FP
375
Financial Perspectives
Minnesota
$118K – – –
13 14
15
16 17