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Vanguard Utilities ETF
VPU

Overview Fund Activity

453 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+21
Holders Change %
+4.86%
% of All Funds
7.17%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
120
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$290M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$234M
4
Osaic Holdings
Osaic Holdings
Arizona
$69.7M
5
Wells Fargo
Wells Fargo
California
$39.6M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
$220K
5
PL
Polianta Ltd
Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
376
Valley National Advisers
Pennsylvania
$81K – – –
KTC
377
Kistler-Tiffany Companies
Pennsylvania
$74K +$26.5K +163 +56%
BWA
378
BDO Wealth Advisors
Florida
$73K – – –
JHCP
379
Jackson Hole Capital Partners
Oklahoma
$73K +$485 +3 +0.7%
SSB
380
Sandy Spring Bank
Maryland
$66K +$161 +1 +0.2%
PAG
381
Paladin Advisory Group
Iowa
$66K +$66K +408 New
LCM
382
Logan Capital Management
Pennsylvania
$65K – – –
Optiver Holding
383
Optiver Holding
Netherlands
$63K -$16.3K -100 -21%
NFSG
384
Newbridge Financial Services Group
Florida
$61K -$482 -3 -0.8%
CFFP
385
Center for Financial Planning
Michigan
$61K – – –
DHGWA
386
Dixon Hughes Goodman Wealth Advisors
North Carolina
$60K – – –
BFEC
387
Benjamin F. Edwards & Company
Missouri
$56K +$56K +344 New
AAP
388
Arax Advisory Partners
Colorado
$55K – – –
ST
389
Smithfield Trust
Pennsylvania
$53K – – –
BA
390
Bellwether Advisors
Nebraska
$53K +$53K +328 New
FWA
391
FSC Wealth Advisors
New York
$48K -$2.78K -17 -5%
MMG
392
Monetary Management Group
Missouri
$47K – – –
CWA
393
Clearview Wealth Advisors
Oregon
$46K +$46K +286 New
SAM
394
Strategic Asset Management
Minnesota
$41K – – –
FA
395
Faithward Advisors
Pennsylvania
$39K – – –
JFA
396
JNBA Financial Advisors
Minnesota
$39K – – –
SWA
397
SOA Wealth Advisors
New York
$38K – – –
National Bank of Canada
398
National Bank of Canada
Quebec, Canada
$37K -$6.19K -38 -14%
CHC
399
City Holding Co
West Virginia
$35K – – –
CIA
400
Cascade Investment Advisors
Oregon
$32.4K – – –
14 15
16
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