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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.

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
1
Beacon Capital Management Inc (Ohio)
Ohio
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$91.3M
3
HP
3
Hound Partners
New York
$47.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$52M
5
SIS
5
Strategic Investment Solutions
Illinois
$22.6M

Top Sellers

1
PCH
1
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
2
BCM Advisors
Louisiana
$555K
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
4
Morgan Stanley
New York
$103M
5
BFS
5
Bard Financial Services
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UI
26
Unconventional Investor
New Hampshire
$10.6M 83,071 +7,067 +9%
AWS
27
Atria Wealth Solutions
New York
$10.6M 82,546 +40,731 +97%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$9.64M 75,610 +21,412 +40%
PCH
29
PGIM Custom Harvest
New Jersey
$8.79M 68,908 -205,735 -75%
Cerity Partners
30
Cerity Partners
New York
$8.12M 63,629 +2,936 +5%
AIS
31
American Investment Services
Massachusetts
$8.03M 62,947 +1,725 +3%
RJA
32
Raymond James & Associates
Florida
$7.87M 61,737 -2,403 -4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$7.47M 58,560 +8,469 +17%
Truist Financial
34
Truist Financial
North Carolina
$7.17M 56,251 +168 +0.3%
DIA
35
Davidson Investment Advisors
Montana
$7.02M 55,008 +2,318 +4%
FIM
36
Freedom Investment Management
Connecticut
$6.84M 53,617 -33,622 -39%
MML Investors Services
37
MML Investors Services
Massachusetts
$6.8M 53,289 -3,122 -6%
SWP
38
Strategic Wealth Partners
Ohio
$6.32M 49,552 +47,114 +1,932%
GB
39
Gunma Bank
Japan
$6.25M 49,000 +7,000 +17%
Citadel Advisors
40
Citadel Advisors
Florida
$6.12M 48,005 +47,275 +6,476%
PAG
41
Private Advisor Group
New Jersey
$6.12M 47,950 +888 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$5.87M 46,053 -460 -1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$5.29M 41,464 +3,641 +10%
NSLI
44
Nan Shan Life Insurance
Taiwan
$5.28M 41,400 -35,600 -46%
Stifel Financial
45
Stifel Financial
Missouri
$5.24M 41,069 +4,533 +12%
AI
46
Atria Investments
North Carolina
$5.04M 39,498 +39,498 New
VC
47
Vestor Capital
Illinois
$4.97M 38,997 -350 -0.9%
PCA
48
Pallas Capital Advisors
Massachusetts
$4.91M 38,509 +38,509 New
NCM
49
Nelson Capital Management
California
$4.77M 37,394 +904 +2%
DWM
50
Dakota Wealth Management
Florida
$4.72M 36,976 +35,266 +2,062%
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