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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$542M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$67.3M
3
BHB
Bank Hapoalim BM
Israel
$11.7M
4
LPL Financial
LPL Financial
California
$91.5M
5
Morgan Stanley
Morgan Stanley
New York
$160M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$106M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.88M
3
Osaic Holdings
Osaic Holdings
Arizona
$34.7M
4
Wells Fargo
Wells Fargo
California
$26.7M
5
UBS Group
UBS Group
Switzerland
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
451
Plante Moran Financial Advisors
Michigan
$16.4K – – –
ACM
452
Antonetti Capital Management
Florida
$16.2K – – –
CT
453
Clearstead Trust
Maine
$16K – – –
OLVIG
454
Oliver Lagore Vanvalin Investment Group
Michigan
$15.5K – – –
BWP
455
Baldwin Wealth Partners
Massachusetts
$15.5K +$15.5K +101 New
CWM
456
Cedar Wealth Management
California
$15.2K +$3.22K +21 +27%
DAC
457
Dividend Assets Capital
South Carolina
$15K -$15K -100 -50%
FGAM
458
Financial Gravity Asset Management
Texas
$14.6K -$12.5K -131 -46%
FFA
459
Farther Finance Advisors
California
$14.4K +$14.4K +94 New
CWC
460
Carolinas Wealth Consulting
North Carolina
$14K +$14K +92 New
JHCP
461
Jackson Hole Capital Partners
Oklahoma
$13.5K – – –
FA
462
Fiduciary Alliance
South Carolina
$12.3K +$12.3K +80 New
CWM
463
CarsonAllaria Wealth Management
Illinois
$12K +$12K +79 New
MMG
464
Monetary Management Group
Missouri
$12K -$7.67K -50 -39%
PA
465
PSI Advisors
Florida
$11.5K – – –
AA
466
Addison Advisors
Vermont
$11.5K – – –
GGI
467
Godsey & Gibb Inc
Virginia
$11.5K +$11.5K +75 New
KFI
468
Key Financial Inc
Pennsylvania
$11.2K – – –
TVWM
469
Tower View Wealth Management
Wisconsin
$11K +$149 +1 +1%
Deutsche Bank
470
Deutsche Bank
Germany
$9.05K – – –
TC
471
Trust Company
Kansas
$9K – – –
ME
472
McIlrath & Eck
Washington
$8.44K – – –
OFG
473
Oxford Financial Group
Indiana
$7.98K – – –
TCM
474
TD Capital Management
Tennessee
$7.67K – – –
AWM
475
AllSquare Wealth Management
New York
$6.13K – – –
17 18
19
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