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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 %
RAM
401
Ramirez Asset Management
New York
$53.6K +$53.6K +420 New
SSB
402
Sandy Spring Bank
Maryland
$53.2K +$255 +2 +0.5%
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$51.8K – – –
NS
404
NBC Securities
Alabama
$51K +$51K +405 New
SWA
405
SOA Wealth Advisors
New York
$50.7K -$11.9K -93 -19%
PAG
406
Paladin Advisory Group
Iowa
$48.5K -$1.4K -11 -3%
CFFP
407
Center for Financial Planning
Michigan
$47.8K – – –
BC
408
Barrett & Company
Rhode Island
$47.8K -$38.3K -300 -44%
PCMC
409
Private Capital Management (Colorado)
Colorado
$47.4K – – –
CAS
410
Coppell Advisory Solutions
Texas
$45.8K +$154 +1 +0.3%
AAP
411
Arax Advisory Partners
Colorado
$44.8K -$4.59K -36 -9%
TWD
412
True Wealth Design
Ohio
$44.4K – – –
HR
413
Howe & Rusling
New York
$43.2K – – –
ST
414
Smithfield Trust
Pennsylvania
$41K – – –
LFA
415
LGT Financial Advisors
Texas
$39.5K +$39.5K +310 New
CWM
416
Cedar Wealth Management
California
$36.2K +$26K +204 +255%
OP
417
ORG Partners
Indiana
$35.1K – – –
HIIFS
418
Harel Insurance Investments & Financial Services
Israel
$35K – – –
BFEC
419
Benjamin F. Edwards & Company
Missouri
$32K -$12.5K -99 -28%
JFA
420
JNBA Financial Advisors
Minnesota
$31.1K – – –
LCM
421
Logan Capital Management
Pennsylvania
$30.6K – – –
RF
422
Robbins Farley
New Hampshire
$28.3K +$255 +2 +0.9%
UCB
423
United Community Bank
South Carolina
$24.2K +$24.2K +190 New
GWSG
424
GPS Wealth Strategies Group
Colorado
$24K -$2.42K -19 -9%
FCA
425
FinTrust Capital Advisors
South Carolina
$21K -$4.46K -35 -18%
15 16
17
18 19