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Vanguard Utilities ETF

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
401
Crewe Advisors
Utah
$63.9K +$63.9K +433 New
HR
402
Howe & Rusling
New York
$63.3K
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$63K -$14.7K -100 -19%
CT
404
Colonial Trust
South Carolina
$62K
SSB
405
Sandy Spring Bank
Maryland
$61.3K +$148 +1 +0.2%
PAG
406
Paladin Advisory Group
Iowa
$57.7K +$57.7K +391 New
BFEC
407
Benjamin F. Edwards & Company
Missouri
$57K +$441 +3 +0.8%
CFFP
408
Center for Financial Planning
Michigan
$55.3K
PCMC
409
Private Capital Management (Colorado)
Colorado
$54.9K +$54.9K +372 New
AIC
410
Archer Investment Corporation
Indiana
$54K +$38.2K +259 +242%
CIA
411
Cape Investment Advisory
Georgia
$52.4K +$52.4K +355 New
NMG
412
New Millennium Group
Utah
$52.3K +$295 +2 +0.6%
AAP
413
Arax Advisory Partners
Colorado
$51.4K +$295 +2 +0.6%
TWD
414
True Wealth Design
Ohio
$51.3K
ATC
415
Adirondack Trust Company
New York
$48.7K
ST
416
Smithfield Trust
Pennsylvania
$48K
TWA
417
TCI Wealth Advisors
Arizona
$47.4K
IGWM
418
ICA Group Wealth Management
Colorado
$47.2K
CWA
419
Clearview Wealth Advisors
Oregon
$43.7K +$296 +2 +0.7%
HIIFS
420
Harel Insurance Investments & Financial Services
Israel
$40K
JFA
421
JNBA Financial Advisors
Minnesota
$36K
LCM
422
Logan Capital Management
Pennsylvania
$35.3K
BA
423
Ballast Advisors
Minnesota
$34.7K +$34.7K +235 New
SFCL
424
Strengthening Families & Communities LLC
Massachusetts
$33.8K -$1.68M -11,355 -98%
EWA
425
EverSource Wealth Advisors
Alabama
$33.7K +$33.7K +228 New