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Vanguard Utilities ETF
VPU

Overview Fund Activity

486 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
44
Increased
119
Reduced
177
Closed
38
Calls
$6.09M
Puts
$3.73M
Net Calls
+$2.36M
Net Calls Change
-$5.09M

Top Buyers

1
HP
Hound Partners
New York
$21.1M
2
HFRG
Houlihan Financial Resource Group
Virginia
$14.7M
3
Bank of America
Bank of America
North Carolina
$110M
4
NSLI
Nan Shan Life Insurance
Taiwan
$10.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$6.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
$745K
2
BHB
Bank Hapoalim BM
Israel
$0
3
PL
Polianta Ltd
Jersey
$0
4
SIS
Strategic Investment Solutions
Illinois
$489K
5
SWA
Stratos Wealth Advisors
Ohio
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
376
Blue Trust Inc
Georgia
$116K -$15.1K -102 -11%
AF
377
Allworth Financial
California
$111K -$17.8K -125 -14%
AFS
378
Annapolis Financial Services
Maryland
$105K – – –
Citadel Advisors
379
Citadel Advisors
Florida
$104K +$104K +730 New
BCV
380
Banque Cantonale Vaudoise
Switzerland
$103K -$6.52K -46 -6%
S
381
SignatureFD
Georgia
$99.7K – – –
PIM
382
Progressive Investment Management
Oregon
$99.5K – – –
GFP
383
Gryphon Financial Partners
Ohio
$98.8K +$98.8K +695 New
NF
384
Norwood Financial
Pennsylvania
$96.8K – – –
BC
385
Barrett & Company
Rhode Island
$96K – – –
CAL
386
Capital Advisors Ltd
Ohio
$95K – – –
AWM
387
Avior Wealth Management
Nebraska
$93.6K – – –
TF
388
Tompkins Financial
New York
$92.4K – – –
LWANC
389
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.4K – – –
CA
390
Clearstead Advisors
Ohio
$92.1K +$92.1K +648 New
MIFH
391
Migdal Insurance & Financial Holdings
Israel
$91K – – –
FGAM
392
Financial Gravity Asset Management
Texas
$90.6K -$3.83K -6 -4%
UIA
393
Ulland Investment Advisors
Minnesota
$84K +$4.25K +30 +5%
JGIA
394
Jackson Grant Investment Advisers
Connecticut
$80.2K – – –
MA
395
Montag & Associates
Georgia
$78.9K – – –
BAM
396
Bellevue Asset Management
Washington
$74.6K – – –
VNA
397
Valley National Advisers
Pennsylvania
$72K – – –
SWA
398
SOA Wealth Advisors
New York
$69.7K – – –
CB
399
Community Bank
New York
$66.1K -$11.4K -80 -15%
DJSG
400
D.J. St. Germain
Massachusetts
$65.4K +$65.4K +460 New
14 15
16
17 18