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Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$144M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.3M
3
HP
Hound Partners
New York
$47.3M
4
Osaic Holdings
Osaic Holdings
Arizona
$52M
5
SIS
Strategic Investment Solutions
Illinois
$22.6M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
BCM Advisors
Louisiana
$555K
3
HFRG
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
Morgan Stanley
New York
$103M
5
BFS
Bard Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
376
Blue Trust Inc
Georgia
$112K – – –
FP
377
Financial Perspectives
Minnesota
$106K – – –
AFS
378
Annapolis Financial Services
Maryland
$95.7K +$1.28K +10 +1%
BCV
379
Banque Cantonale Vaudoise
Switzerland
$93K – – –
TPCW
380
TD Private Client Wealth
New York
$90.7K -$89.7K -703 -50%
S
381
SignatureFD
Georgia
$89.5K +$127 +1 +0.1%
PIM
382
Progressive Investment Management
Oregon
$89.3K – – –
HGERS
383
Householder Group Estate & Retirement Specialist
Arizona
$88K +$88K +689 New
CAL
384
Capital Advisors Ltd
Ohio
$85K – – –
SL
385
Salomon & Ludwin
Virginia
$83.8K +$83.8K +657 New
LWANC
386
Laurel Wealth Advisors (North Carolina)
North Carolina
$82.9K – – –
MIFH
387
Migdal Insurance & Financial Holdings
Israel
$82K – – –
JGIA
388
Jackson Grant Investment Advisers
Connecticut
$72.5K +$637 +5 +0.9%
MA
389
Montag & Associates
Georgia
$70.9K – – –
BAM
390
Bellevue Asset Management
Washington
$67K – – –
VNA
391
Valley National Advisers
Pennsylvania
$64K – – –
TF
392
Tompkins Financial
New York
$63.8K -$19.1K -150 -23%
AWM
393
Abound Wealth Management
Tennessee
$63.5K +$11.1K +87 +21%
EWA
394
EverSource Wealth Advisors
Alabama
$61.6K +$44K +345 +250%
CB
395
Community Bank
New York
$59.3K – – –
DJSG
396
D.J. St. Germain
Massachusetts
$58.7K – – –
AAG
397
Armstrong Advisory Group
Massachusetts
$57.2K -$172K -1,346 -75%
CA
398
Crewe Advisors
Utah
$55.2K – – –
CHC
399
City Holding Co
West Virginia
$53.9K – – –
CT
400
Colonial Trust
South Carolina
$53.6K – – –
14 15
16
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