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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 %
VWM
426
Venturi Wealth Management
Texas
$20.5K +$16.3K +128 +388%
BCMLT
427
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.5K – – –
NMG
428
New Millennium Group
Utah
$20.1K – – –
FWP
429
FAS Wealth Partners
Kansas
$19.2K +$128 +1 +0.7%
GI
430
Gradient Investments
Minnesota
$16.1K +$6.63K +52 +70%
AIP
431
Ameritas Investment Partners
Nebraska
$15.9K – – –
IBOK
432
Independence Bank of Kentucky
Kentucky
$15.9K – – –
APC
433
Aspire Private Capital
North Carolina
$15.9K +$15.9K +125 New
HDIM
434
Hanson & Doremus Investment Management
Vermont
$14K +$14K +108 New
HT
435
Headlands Technologies
Illinois
$13.9K +$13.9K +109 New
PMFA
436
Plante Moran Financial Advisors
Michigan
$13.6K – – –
AIC
437
Archer Investment Corporation
Indiana
$13.6K +$127 +1 +0.9%
ACM
438
Antonetti Capital Management
Florida
$13.6K – – –
CT
439
Clearstead Trust
Maine
$13.5K – – –
OLVIG
440
Oliver Lagore Vanvalin Investment Group
Michigan
$12.9K – – –
Nomura Asset Management
441
Nomura Asset Management
Japan
$12.8K – – –
CG
442
Cutler Group
California
$12K +$12K +100 New
IA
443
IFP Advisors
Florida
$11.7K -$4.19K -33 -26%
Jones Financial Companies
444
Jones Financial Companies
Missouri
$11.5K -$5.61K -44 -33%
KFI
445
Key Financial Inc
Pennsylvania
$11.4K – – –
JHCP
446
Jackson Hole Capital Partners
Oklahoma
$11.2K – – –
ATC
447
Adirondack Trust Company
New York
$10.2K – – –
TVWM
448
Tower View Wealth Management
Wisconsin
$10K – – –
HL
449
HeadInvest LLC
Maine
$9.73K +$9.73K +80 New
PA
450
PSI Advisors
Florida
$9.57K – – –
16 17
18
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