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Vanguard Utilities ETF
VPU

Overview Fund Activity

464 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
54
Increased
167
Reduced
125
Closed
39
Calls
$10.6M
Puts
$3.79M
Net Calls
+$6.84M
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$117M
2
Morgan Stanley
Morgan Stanley
New York
$149M
3
FTS
Fifth Third Securities
Ohio
$12.3M
4
FNC
First National Corp
Massachusetts
$20.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$52.4M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.1M
4
AAS
Ameritas Advisory Services
Nebraska
$1.38M
5
Osaic Holdings
Osaic Holdings
Arizona
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
376
Bison Wealth
Georgia
$88K – – –
UIA
377
Ulland Investment Advisors
Minnesota
$86K – – –
MA
378
Montag & Associates
Georgia
$84K – – –
JGIA
379
Jackson Grant Investment Advisers
Connecticut
$84K +$611 +4 +0.7%
CI
380
CX Institutional
Indiana
$82K +$82K +538 New
BAM
381
Bellevue Asset Management
Washington
$80K – – –
VNA
382
Valley National Advisers
Pennsylvania
$76K – – –
SWA
383
SOA Wealth Advisors
New York
$74K +$37.8K +250 +104%
KTC
384
Kistler-Tiffany Companies
Pennsylvania
$69K – – –
BWA
385
BDO Wealth Advisors
Florida
$69K – – –
NFSG
386
Newbridge Financial Services Group
Florida
$65K +$7.02K +46 +12%
SSB
387
Sandy Spring Bank
Maryland
$63K +$153 +1 +0.2%
HR
388
Howe & Rusling
New York
$61K -$34.2K -224 -36%
LCM
389
Logan Capital Management
Pennsylvania
$61K – – –
NMG
390
New Millennium Group
Utah
$58K +$58K +382 New
CFFP
391
Center for Financial Planning
Michigan
$57K – – –
BFEC
392
Benjamin F. Edwards & Company
Missouri
$52K – – –
AAP
393
Arax Advisory Partners
Colorado
$52K – – –
ST
394
Smithfield Trust
Pennsylvania
$50K – – –
FWA
395
FSC Wealth Advisors
New York
$49K +$4.26K +28 +10%
SAM
396
Strategic Asset Management
Minnesota
$46K +$7.57K +50 +20%
CWA
397
Clearview Wealth Advisors
Oregon
$44K +$306 +2 +0.7%
AWM
398
Abound Wealth Management
Tennessee
$42K +$42K +276 New
FA
399
Faithward Advisors
Pennsylvania
$37K – – –
JFA
400
JNBA Financial Advisors
Minnesota
$37K – – –
14 15
16
17 18