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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$542M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$67.3M
3
BHB
Bank Hapoalim BM
Israel
$11.7M
4
LPL Financial
LPL Financial
California
$91.5M
5
Morgan Stanley
Morgan Stanley
New York
$160M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$106M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.88M
3
Osaic Holdings
Osaic Holdings
Arizona
$34.7M
4
Wells Fargo
Wells Fargo
California
$26.7M
5
UBS Group
UBS Group
Switzerland
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
376
North Star Investment Management
Illinois
$180K -$13.3K -87 -7%
TIM
377
Tortoise Investment Management
New York
$169K – – –
AWM
378
Avior Wealth Management
Nebraska
$161K +$34.1K +222 +27%
CIA
379
Choate Investment Advisors
Massachusetts
$158K – – –
RBC
380
Romano Brothers & Co
Illinois
$156K +$156K +1,020 New
WT
381
Whittier Trust
California
$153K – – –
AF
382
Allworth Financial
California
$140K -$10.1K -66 -7%
GWM
383
Geneos Wealth Management
Colorado
$130K +$3.37K +22 +3%
FP
384
Financial Perspectives
Minnesota
$127K – – –
NSB
385
Norway Savings Bank
Maine
$113K -$7.67K -50 -6%
CFO
386
Colony Family Offices
North Carolina
$113K – – –
AFS
387
Annapolis Financial Services
Maryland
$113K – – –
BCV
388
Banque Cantonale Vaudoise
Switzerland
$113K -$766 -5 -0.7%
NF
389
Norwood Financial
Pennsylvania
$111K -$6.13K -40 -5%
PIM
390
Progressive Investment Management
Oregon
$107K +$107K +700 New
BTI
391
Blue Trust Inc
Georgia
$107K – – –
AWM
392
Atticus Wealth Management
Florida
$107K -$9.97K -65 -9%
BC
393
Barrett & Company
Rhode Island
$104K – – –
CAL
394
Capital Advisors Ltd
Ohio
$102K – – –
S
395
SignatureFD
Georgia
$102K -$4.29K -28 -4%
TF
396
Tompkins Financial
New York
$100K – – –
LWANC
397
Laurel Wealth Advisors (North Carolina)
North Carolina
$99.7K – – –
CPFP
398
Clear Perspectives Financial Planning
Ohio
$92K – – –
CB
399
Community Bank
New York
$91.2K -$15.3K -100 -14%
GIA
400
GHP Investment Advisors
Colorado
$88K +$88K +574 New
14 15
16
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