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Vanguard Utilities ETF
VPU

Overview Fund Activity

463 hedge funds and large institutions have $1.37B invested in Vanguard Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
8.01%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
41
Increased
155
Reduced
128
Closed
37
Calls
$7.9M
Puts
$4.21M
Net Calls
+$3.69M
Net Calls Change
-$3.14M

Top Buyers

1
BA
BCM Advisors
Louisiana
$28M
2
Bank of America
Bank of America
North Carolina
$128M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.3M
5
Wells Fargo
Wells Fargo
California
$32.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$3.39M
2
Nomura Asset Management
Nomura Asset Management
Japan
$2.19M
3
GB
Gunma Bank
Japan
$0
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.9M
5
SA
Shilanski & Associates
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
376
Laurel Wealth Advisors (North Carolina)
North Carolina
$92K – – –
FF
377
FourThought Financial
Florida
$85K – – –
CPFP
378
Clear Perspectives Financial Planning
Ohio
$85K – – –
UIA
379
Ulland Investment Advisors
Minnesota
$80K – – –
MA
380
Montag & Associates
Georgia
$79K – – –
JGIA
381
Jackson Grant Investment Advisers
Connecticut
$79K +$712 +5 +0.9%
BAM
382
Bellevue Asset Management
Washington
$77K – – –
NFSG
383
Newbridge Financial Services Group
Florida
$76K +$15.6K +110 +26%
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$75K +$42.7K +300 +132%
VNA
385
Valley National Advisers
Pennsylvania
$70K – – –
SWA
386
SOA Wealth Advisors
New York
$69K – – –
KTC
387
Kistler-Tiffany Companies
Pennsylvania
$65K – – –
BWA
388
BDO Wealth Advisors
Florida
$64K – – –
CHC
389
City Holding Co
West Virginia
$62K +$31.1K +220 +101%
SSB
390
Sandy Spring Bank
Maryland
$58K – – –
HR
391
Howe & Rusling
New York
$57K – – –
LCM
392
Logan Capital Management
Pennsylvania
$57K – – –
CFFP
393
Center for Financial Planning
Michigan
$53K – – –
BFEC
394
Benjamin F. Edwards & Company
Missouri
$49K – – –
AAP
395
Arax Advisory Partners
Colorado
$48K – – –
NMG
396
New Millennium Group
Utah
$47K -$7.41K -52 -14%
TWA
397
TCI Wealth Advisors
Arizona
$47K +$22.1K +155 +89%
ATC
398
Adirondack Trust Company
New York
$47K +$39.9K +280 +560%
ST
399
Smithfield Trust
Pennsylvania
$46K – – –
SAM
400
Strategic Asset Management
Minnesota
$43K – – –
14 15
16
17 18