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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 %
FCA
426
FinTrust Capital Advisors
South Carolina
$30.7K – – –
GWSG
427
GPS Wealth Strategies Group
Colorado
$29.4K +$2.7K +19 +10%
BSB
428
Bangor Savings Bank
Maine
$29.3K – – –
FNBOSM
429
First National Bank of South Miami
Florida
$27K – – –
PIAS
430
PCA Investment Advisory Services
Ohio
$23.3K +$23.3K +164 New
NMG
431
New Millennium Group
Utah
$22.4K -$27.9K -197 -55%
FWP
432
FAS Wealth Partners
Kansas
$21.2K – – –
BCMLT
433
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.5K -$3.54K -25 -15%
EWA
434
EverSource Wealth Advisors
Alabama
$19.6K -$12.8K -90 -39%
Jones Financial Companies
435
Jones Financial Companies
Missouri
$19.1K – – –
AIP
436
Ameritas Investment Partners
Nebraska
$17.8K – – –
IBOK
437
Independence Bank of Kentucky
Kentucky
$17.8K – – –
IA
438
IFP Advisors
Florida
$17.7K -$218K -1,540 -92%
HB
439
Horizon Bancorp
Indiana
$16K – – –
PMFA
440
Plante Moran Financial Advisors
Michigan
$15.2K – – –
AIC
441
Archer Investment Corporation
Indiana
$15.1K -$37K -260 -71%
CT
442
Clearstead Trust
Maine
$15.1K – – –
ACM
443
Antonetti Capital Management
Florida
$15K – – –
OLVIG
444
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K – – –
Nomura Asset Management
445
Nomura Asset Management
Japan
$14.2K -$569K -4,000 -98%
KFI
446
Key Financial Inc
Pennsylvania
$12.7K – – –
JHCP
447
Jackson Hole Capital Partners
Oklahoma
$12.5K – – –
ATC
448
Adirondack Trust Company
New York
$11.6K -$36.4K -250 -76%
CWM
449
Cedar Wealth Management
California
$11.4K -$4.55K -32 -29%
FA
450
Fiduciary Alliance
South Carolina
$11.4K +$11.4K +80 New
16 17
18
19 20