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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.88M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.7M
4
Wells Fargo
4
Wells Fargo
California
$26.7M
5
UBS Group
5
UBS Group
Switzerland
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHB
26
Bank Hapoalim BM
Israel
$11.7M +$11.7M +76,000 New
RJA
27
Raymond James & Associates
Florida
$11.4M -$878K -5,727 -7%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$11.3M +$6.69M +43,616 +144%
I
29
INVST
Indiana
$10.3M -$46.5K -308 -0.5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$9.88M -$13.1M -85,620 -57%
BFS
31
Bard Financial Services
Connecticut
$9.26M – – –
AIS
32
American Investment Services
Massachusetts
$9.01M -$68.6K -447 -0.8%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$8.79M +$212K +1,382 +2%
MML Investors Services
34
MML Investors Services
Massachusetts
$8.62M +$141K +922 +2%
SWA
35
Stratos Wealth Advisors
Ohio
$8.37M +$545K +3,555 +7%
Truist Financial
36
Truist Financial
North Carolina
$8.33M -$921K -6,007 -10%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$8.13M +$520K +3,392 +7%
GJIC
38
Gamble Jones Investment Counsel
California
$7.83M -$44.2K -288 -0.6%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$7.63M +$2.21M +14,417 +41%
AWS
40
Atria Wealth Solutions
New York
$7.27M -$118K -770 -2%
BAM
41
BOS Asset Management
Illinois
$6.44M +$6.44M +42,020 New
VC
42
Vestor Capital
Illinois
$6.24M -$350K -2,283 -5%
DIA
43
Davidson Investment Advisors
Montana
$6.21M +$553K +3,607 +10%
RLKPA
44
Robbie L. Kennerson P.A.
Florida
$6.21M +$6.21M +40,505 New
CWM
45
Congress Wealth Management
Massachusetts
$6.2M -$780K -5,086 -11%
CAM
46
Congress Asset Management
Massachusetts
$6.18M -$772K -5,034 -11%
M&T Bank
47
M&T Bank
New York
$5.8M +$1.17M +7,597 +25%
NCM
48
Nelson Capital Management
California
$5.54M -$63.2K -412 -1%
CAN
49
Cetera Advisor Networks
California
$5.48M +$194K +1,268 +4%
QWM
50
Quaker Wealth Management
New Jersey
$5.48M +$45.5K +297 +0.8%
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