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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 %
AEPWM
401
Atlantic Edge Private Wealth Management
Florida
$61.7K +$61.7K +450 New
BWL
402
Bogart Wealth LLC
Virginia
$61.4K +$60.7K +443 +8,860%
CA
403
Crewe Advisors
Utah
$59.4K – – –
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
$59.3K – – –
CHC
405
City Holding Co
West Virginia
$58K – – –
SSB
406
Sandy Spring Bank
Maryland
$57.6K +$411 +3 +0.7%
RAM
407
Ramirez Asset Management
New York
$57.6K – – –
CT
408
Colonial Trust
South Carolina
$57.6K – – –
NS
409
NBC Securities
Alabama
$54K -$539 -4 -1%
PAG
410
Paladin Advisory Group
Iowa
$52.1K – – –
CFFP
411
Center for Financial Planning
Michigan
$51.4K – – –
BC
412
Barrett & Company
Rhode Island
$51.4K – – –
DCM
413
Davis Capital Management
Florida
$51.4K +$51.4K +375 New
PCMC
414
Private Capital Management (Colorado)
Colorado
$51K – – –
CWM
415
Cedar Wealth Management
California
$50.3K +$11.4K +83 +29%
AAG
416
Armstrong Advisory Group
Massachusetts
$50K -$11.4K -83 -19%
AAP
417
Arax Advisory Partners
Colorado
$49.1K +$959 +7 +2%
TWD
418
True Wealth Design
Ohio
$47.7K – – –
ST
419
Smithfield Trust
Pennsylvania
$45K – – –
IGWM
420
ICA Group Wealth Management
Colorado
$43.9K +$43.9K +320 New
HR
421
Howe & Rusling
New York
$42.5K -$3.98K -29 -9%
CIA
422
Cape Investment Advisory
Georgia
$41K -$125K -910 -75%
LA
423
LM Advisors
California
$41K +$41K +299 New
PPWM
424
PFG Private Wealth Management
Florida
$39.8K -$1.22M -8,913 -97%
FFA
425
Farther Finance Advisors
California
$39.8K -$88.1K -643 -69%
15 16
17
18 19