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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 %
DI
476
Disciplined Investments
Oklahoma
$6.13K – – –
GWS
477
Glassman Wealth Services
Virginia
$6.06K +$152 +1 +3%
SCA
478
Stonebridge Capital Advisors
Minnesota
$5.06K – – –
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$4.14K +$4.14K +27 New
RMC
480
Resources Management Corp
Connecticut
$4K – – –
AIA
481
Armor Investment Advisors
North Carolina
$3.37K – – –
MAWA
482
Moss Adams Wealth Advisors
Washington
$3.07K +$3.07K +20 New
SWA
483
Sutton Wealth Advisors
Florida
$3.07K – – –
CHA
484
Carmichael Hill & Associates
Maryland
$3.07K – – –
NC
485
NewSquare Capital
Pennsylvania
$2.45K +$2.45K +16 New
ACA
486
Aptus Capital Advisors
Alabama
$2.3K – – –
TFA
487
Transamerica Financial Advisors
Florida
$2K – – –
BONH
488
Bank of New Hampshire
New Hampshire
$2K – – –
JWM
489
Janiczek Wealth Management
Colorado
$1.15K -$3.46K -21 -75%
JIR
490
James Investment Research
Ohio
$1K +$600 +3 +150%
BWL
491
Bogart Wealth LLC
Virginia
$920 +$920 +6 New
MHR
492
Matthew Hamilton Rosenberg
$613 – – –
AFG
493
Albion Financial Group
Utah
$613 +$613 +4 New
BNP Paribas Financial Markets
494
BNP Paribas Financial Markets
France
$307 -$15K -98 -98%
CMP
495
Coston McIsaac & Partners
Maine
$157 +$3 +17 +2%
EDRH
496
Edmond de Rothschild Holding
Switzerland
– -$7.55M -53,040 Closed
Susquehanna International Group
497
Susquehanna International Group
Pennsylvania
– -$3.71M -26,082 Closed
RIA
498
Regal Investment Advisors
Michigan
– -$2.52M -17,729 Closed
Jane Street
499
Jane Street
New York
– -$2.22M -15,616 Closed
CFSG
500
Clark Financial Services Group
Missouri
– -$2.01M -14,105 Closed
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