VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$141M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.2M
3
HP
Hound Partners
New York
+$28.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$26.4M
5
SIS
Strategic Investment Solutions
Illinois
+$22.1M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
-$26.2M
2
BA
BCM Advisors
Louisiana
-$25.8M
3
HFRG
Houlihan Financial Resource Group
Virginia
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.85M
5
BFS
Bard Financial Services
Connecticut
-$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
351
First PREMIER Bank
South Dakota
$209K -$47.1K -370 -18%
SIAG
352
Safeguard Investment Advisory Group
California
$207K -$50.3K -394 -20%
Millennium Management
353
Millennium Management
New York
$205K +$205K +1,608 New
CAG
354
Curtis Advisory Group
California
$204K – – –
BF
355
BOK Financial
Oklahoma
$192K -$161K -1,253 -46%
WTA
356
Washington Trust Advisors
Massachusetts
$191K – – –
AF
357
Advisornet Financial
Minnesota
$184K -$25K -196 -12%
CA
358
Clearstead Advisors
Ohio
$179K +$96.2K +754 +116%
NF
359
Norwood Financial
Pennsylvania
$155K +$68.2K +535 +79%
CIA
360
Cape Investment Advisory
Georgia
$154K +$106K +830 +219%
NSIM
361
North Star Investment Management
Illinois
$152K +$1.15K +9 +0.8%
Qube Research & Technologies (QRT)
362
Qube Research & Technologies (QRT)
United Kingdom
$147K +$81.8K +641 +124%
GWM
363
Geneos Wealth Management
Colorado
$142K +$18.9K +148 +15%
TIM
364
Tortoise Investment Management
New York
$140K – – –
CMP
365
Coston McIsaac & Partners
Maine
$132K +$1.02K +8 +0.8%
CIA
366
Choate Investment Advisors
Massachusetts
$132K – – –
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$129K – – –
AWM
368
Avior Wealth Management
Nebraska
$129K +$44.7K +350 +53%
WT
369
Whittier Trust
California
$128K – – –
AWM
370
Atticus Wealth Management
Florida
$122K +$8.29K +65 +7%
UIA
371
Ulland Investment Advisors
Minnesota
$120K +$44.1K +345 +58%
FFA
372
Farther Finance Advisors
California
$119K +$119K +933 New
AF
373
Allworth Financial
California
$118K +$18.7K +147 +19%
PCFFS
374
Pacific Center for Financial Services
California
$117K – – –
LFG
375
Larson Financial Group
Missouri
$115K +$115K +900 New
13 14
15
16 17