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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$163M
2
Bank of America
Bank of America
North Carolina
+$15.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.03M
4
UBS Group
UBS Group
Switzerland
+$7.94M
5
RAG
RIA Advisory Group
Iowa
+$6.93M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$149M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$35.5M
4
SIS
Strategic Investment Solutions
Illinois
-$21.8M
5
HP
Hound Partners
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
376
Allworth Financial
California
$125K -$2.06K -15 -2%
LFG
377
Larson Financial Group
Missouri
$123K – – –
FP
378
Financial Perspectives
Minnesota
$113K – – –
MCM
379
MidAtlantic Capital Management
Virginia
$107K +$107K +777 New
AFS
380
Annapolis Financial Services
Maryland
$103K – – –
CFO
381
Colony Family Offices
North Carolina
$101K +$101K +740 New
S
382
SignatureFD
Georgia
$98.4K +$2.19K +16 +2%
PIM
383
Progressive Investment Management
Oregon
$95.9K – – –
BCV
384
Banque Cantonale Vaudoise
Switzerland
$95K -$4.81K -35 -5%
CG
385
Cutler Group
California
$95K +$81.4K +600 +600%
CAL
386
Capital Advisors Ltd
Ohio
$91K – – –
LWANC
387
Laurel Wealth Advisors (North Carolina)
North Carolina
$89.1K – – –
MIFH
388
Migdal Insurance & Financial Holdings
Israel
$89K – – –
CA
389
Clearstead Advisors
Ohio
$88.8K -$103K -754 -54%
SL
390
Salomon & Ludwin
Virginia
$83.8K – – –
JGIA
391
Jackson Grant Investment Advisers
Connecticut
$79.4K +$1.51K +11 +2%
LIWM
392
Long Island Wealth Management
New York
$77K +$77K +563 New
TF
393
Tompkins Financial
New York
$76.2K +$7.68K +56 +11%
DJSG
394
D.J. St. Germain
Massachusetts
$75.7K +$12.6K +92 +20%
OP
395
ORG Partners
Indiana
$75.4K +$37.7K +275 +100%
BAM
396
Bellevue Asset Management
Washington
$72K – – –
CAS
397
Coppell Advisory Solutions
Texas
$70K +$29.2K +213 +71%
TPCW
398
TD Private Client Wealth
New York
$69.9K -$27.6K -201 -28%
HGERS
399
Householder Group Estate & Retirement Specialist
Arizona
$64K -$29.6K -218 -32%
CB
400
Community Bank
New York
$63.7K – – –
14 15
16
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