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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$163M
2
Bank of America
Bank of America
North Carolina
+$15.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.03M
4
UBS Group
UBS Group
Switzerland
+$7.94M
5
RAG
RIA Advisory Group
Iowa
+$6.93M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$149M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$35.5M
4
SIS
Strategic Investment Solutions
Illinois
-$21.8M
5
HP
Hound Partners
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
351
Beam Wealth Advisors
Louisiana
$209K +$209K +1,522 New
MCM
352
MontVue Capital Management
Virginia
$208K +$208K +1,521 New
SAG
353
SageView Advisory Group
California
$208K -$63K -474 -23%
SB
354
Strategic Blueprint
Georgia
$207K -$196K -1,432 -49%
CAG
355
Curtis Advisory Group
California
$206K -$13.4K -98 -6%
WWM
356
Western Wealth Management
Colorado
$205K -$183K -1,332 -47%
WTA
357
Washington Trust Advisors
Massachusetts
$205K – – –
BF
358
BOK Financial
Oklahoma
$205K – – –
SIS
359
Strategic Investment Solutions
Illinois
$202K -$21.8M -158,920 -99%
BFAG
360
Blackston Financial Advisory Group
Florida
$202K +$202K +1,475 New
CAMG
361
CWA Asset Management Group
Florida
$201K -$92.5K -675 -32%
FPB
362
First PREMIER Bank
South Dakota
$195K -$29.6K -216 -13%
AF
363
Advisornet Financial
Minnesota
$193K -$4.93K -36 -2%
VNA
364
Valley National Advisers
Pennsylvania
$170K +$102K +743 +149%
NSIM
365
North Star Investment Management
Illinois
$167K +$3.15K +23 +2%
NF
366
Norwood Financial
Pennsylvania
$167K – – –
ACA
367
Atlas Capital Advisors
Wyoming
$165K -$69.8K -509 -30%
AWM
368
Atticus Wealth Management
Florida
$156K +$24.8K +181 +19%
GWM
369
Geneos Wealth Management
Colorado
$154K +$1.1K +8 +0.7%
TIM
370
Tortoise Investment Management
New York
$151K – – –
CMP
371
Coston McIsaac & Partners
Maine
$145K +$2.87K +21 +2%
AWM
372
Avior Wealth Management
Nebraska
$139K +$960 +7 +0.7%
WT
373
Whittier Trust
California
$137K – – –
UIA
374
Ulland Investment Advisors
Minnesota
$129K – – –
PCFFS
375
Pacific Center for Financial Services
California
$126K – – –
13 14
15
16 17