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Vanguard Utilities ETF
VPU

Overview Fund Activity

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$64.6M
2
FIM
2
Freedom Investment Management
Connecticut
$10.6M
3
Cerity Partners
3
Cerity Partners
New York
$7.76M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$21M
5
PL
5
Polianta Ltd
Jersey
$8.95M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$0
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
I
4
INVST
Indiana
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
26
Polianta Ltd
Jersey
$8.95M +$4.47M +30,300 +100%
BFS
27
Bard Financial Services
Connecticut
$8.86M -$47.9K -325 -0.5%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$8.6M +$143K +966 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$8.56M -$939K -6,366 -10%
MML Investors Services
30
MML Investors Services
Massachusetts
$8.05M -$239K -1,618 -3%
Truist Financial
31
Truist Financial
North Carolina
$7.97M -$45.6K -309 -0.6%
Cerity Partners
32
Cerity Partners
New York
$7.76M +$7.26M +49,194 +1,457%
SWA
33
Stratos Wealth Advisors
Ohio
$7.75M -$306K -2,073 -4%
DIA
34
Davidson Investment Advisors
Montana
$7.75M +$1.77M +11,998 +30%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$7.58M -$238K -1,615 -3%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$6.34M -$997K -6,760 -14%
AWS
37
Atria Wealth Solutions
New York
$6.24M -$750K -5,081 -11%
PAG
38
Private Advisor Group
New Jersey
$6.06M -$1.16M -7,851 -16%
VC
39
Vestor Capital
Illinois
$5.9M -$105K -713 -2%
M&T Bank
40
M&T Bank
New York
$5.49M -$90.3K -612 -2%
QWM
41
Quaker Wealth Management
New Jersey
$5.46M +$189K +1,281 +4%
NCM
42
Nelson Capital Management
California
$5.39M +$65.4K +443 +1%
CAN
43
Cetera Advisor Networks
California
$5.31M +$36.9K +250 +0.7%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$5.29M -$5.62M -38,070 -51%
V
45
Veritable
Delaware
$5.08M +$875K +5,934 +21%
GB
46
Gunma Bank
Japan
$5.02M +$3.54M +24,000 +240%
BAM
47
BOS Asset Management
Illinois
$4.84M -$1.35M -9,185 -22%
DAS
48
Dynamic Advisor Solutions
Arizona
$4.84M +$135K +917 +3%
CWM
49
Congress Wealth Management
Massachusetts
$4.83M -$1.14M -7,732 -19%
CAM
50
Congress Asset Management
Massachusetts
$4.81M -$1.13M -7,650 -19%
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