VPU icon

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 %
UIA
401
Ulland Investment Advisors
Minnesota
$86K – – –
JGIA
402
Jackson Grant Investment Advisers
Connecticut
$85.8K +$766 +5 +0.9%
MA
403
Montag & Associates
Georgia
$84.5K – – –
AWM
404
Accurate Wealth Management
Florida
$84.4K +$84.4K +542 New
National Bank of Canada
405
National Bank of Canada
Quebec, Canada
$80.8K – – –
BAM
406
Bellevue Asset Management
Washington
$79.9K – – –
VNA
407
Valley National Advisers
Pennsylvania
$78K – – –
SWA
408
SOA Wealth Advisors
New York
$75.1K – – –
Simplex Trading
409
Simplex Trading
Illinois
$75K -$368K -2,417 -83%
KTC
410
Kistler-Tiffany Companies
Pennsylvania
$69.9K – – –
BA
411
Bellwether Advisors
Nebraska
$69.6K +$69.6K +454 New
BWA
412
BDO Wealth Advisors
Florida
$69K – – –
CHC
413
City Holding Co
West Virginia
$67.2K – – –
HR
414
Howe & Rusling
New York
$65.8K +$4.45K +29 +7%
CT
415
Colonial Trust
South Carolina
$64.4K +$64.4K +420 New
SSB
416
Sandy Spring Bank
Maryland
$63.5K +$460 +3 +0.7%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$59K +$6.28K +41 +12%
CFFP
418
Center for Financial Planning
Michigan
$57.5K – – –
NMG
419
New Millennium Group
Utah
$54.2K +$3.53K +23 +7%
TWD
420
True Wealth Design
Ohio
$53.4K +$53.4K +348 New
AAP
421
Arax Advisory Partners
Colorado
$53K +$919 +6 +2%
ATC
422
Adirondack Trust Company
New York
$50.6K – – –
R
423
Rebalance
California
$50.6K +$50.6K +330 New
ST
424
Smithfield Trust
Pennsylvania
$50K – – –
TWA
425
TCI Wealth Advisors
Arizona
$49.2K -$1.38K -9 -3%
15 16
17
18 19