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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 %
BWA
401
BDO Wealth Advisors
Florida
$64K – – –
CA
402
Crewe Advisors
Utah
$61.6K – – –
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$60.7K – – –
CHC
404
City Holding Co
West Virginia
$60.1K -$2.13K -15 -3%
CT
405
Colonial Trust
South Carolina
$59.7K – – –
SSB
406
Sandy Spring Bank
Maryland
$59K – – –
AWM
407
Abound Wealth Management
Tennessee
$58.5K -$128K -902 -69%
KTC
408
Kistler-Tiffany Companies
Pennsylvania
$57.3K -$8.96K -63 -14%
PAG
409
Paladin Advisory Group
Iowa
$55.6K – – –
AAP
410
Arax Advisory Partners
Colorado
$55.1K +$5.55K +39 +11%
CIA
411
Cape Investment Advisory
Georgia
$53.9K +$3.41K +24 +7%
CFFP
412
Center for Financial Planning
Michigan
$53.3K – – –
PCMC
413
Private Capital Management (Colorado)
Colorado
$52.9K – – –
BFEC
414
Benjamin F. Edwards & Company
Missouri
$50K -$4.96K -35 -9%
TWD
415
True Wealth Design
Ohio
$49.5K – – –
HR
416
Howe & Rusling
New York
$48.2K -$12.8K -90 -21%
ST
417
Smithfield Trust
Pennsylvania
$46K – – –
IGWM
418
ICA Group Wealth Management
Colorado
$45.5K – – –
CWA
419
Clearview Wealth Advisors
Oregon
$42.1K +$142 +1 +0.3%
CAS
420
Coppell Advisory Solutions
Texas
$41.8K -$239K -1,699 -85%
OP
421
ORG Partners
Indiana
$39.4K +$39.4K +275 New
HIIFS
422
Harel Insurance Investments & Financial Services
Israel
$39K – – –
JFA
423
JNBA Financial Advisors
Minnesota
$34.7K – – –
LCM
424
Logan Capital Management
Pennsylvania
$34.2K – – –
RF
425
Robbins Farley
New Hampshire
$31.3K +$1.56K +11 +5%
15 16
17
18 19