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Vanguard Utilities ETF
VPU

Overview Fund Activity

464 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
54
Increased
167
Reduced
125
Closed
39
Calls
$10.6M
Puts
$3.79M
Net Calls
+$6.84M
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$117M
2
Morgan Stanley
Morgan Stanley
New York
$149M
3
FTS
Fifth Third Securities
Ohio
$12.3M
4
FNC
First National Corp
Massachusetts
$20.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$52.4M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.1M
4
AAS
Ameritas Advisory Services
Nebraska
$1.38M
5
Osaic Holdings
Osaic Holdings
Arizona
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMD
426
Better Money Decisions
New Mexico
$15K +$15K +100 New
JHCP
427
Jackson Hole Capital Partners
Oklahoma
$13K -$53.8K -364 -81%
SWM
428
Sugarloaf Wealth Management
Georgia
$13K – – –
GP
429
Greenline Partners
New York
$12K -$16.2K -111 -58%
KFI
430
Key Financial Inc
Pennsylvania
$12K +$5.62K +37 +88%
PA
431
PSI Advisors
Florida
$11K – – –
AA
432
Addison Advisors
Vermont
$11K – – –
TVWM
433
Tower View Wealth Management
Wisconsin
$11K +$151 +1 +1%
WB
434
West Bancorporation
Iowa
$9K – – –
TC
435
Trust Company
Kansas
$9K – – –
Deutsche Bank
436
Deutsche Bank
Germany
$9K +$9K +59 New
MS
437
Marshall & Sullivan
Washington
$9K +$9K +65 New
GI
438
Gradient Investments
Minnesota
$8K – – –
IF
439
Integrity Financial
Wyoming
$8K – – –
ME
440
McIlrath & Eck
Washington
$8K – – –
FBC
441
Fairfield, Bush & Co
Connecticut
$8K +$8K +50 New
ATC
442
Adirondack Trust Company
New York
$8K +$8K +50 New
OFG
443
Oxford Financial Group
Indiana
$8K +$8K +52 New
DI
444
Disciplined Investments
Oklahoma
$6K -$300 -2 -5%
AWM
445
AllSquare Wealth Management
New York
$6K – – –
GWS
446
Glassman Wealth Services
Virginia
$6K – – –
GG
447
Gleason Group
Kentucky
$6K +$6K +37 New
JWM
448
Janiczek Wealth Management
Colorado
$5K +$3.75K +21 +300%
RMC
449
Resources Management Corp
Connecticut
$4K – – –
Bank of Montreal
450
Bank of Montreal
Ontario, Canada
$3.49K +$3.22K +21,072 +1,214%
16 17
18
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