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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$273M
2
Bank of America
Bank of America
North Carolina
$121M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.3M
4
UBS Group
UBS Group
Switzerland
$42.6M
5
RAG
RIA Advisory Group
Iowa
$6.93M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$5.58M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$30.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$20.4M
4
SIS
Strategic Investment Solutions
Illinois
$202K
5
HP
Hound Partners
New York
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
476
FSA Wealth Management
Massachusetts
$7K +$7K +53 New
TCM
477
TD Capital Management
Tennessee
$6.85K – – –
CPG
478
Custom Portfolio Group
Colorado
$6.85K +$6.85K +50 New
FBC
479
Fairfield, Bush & Co
Connecticut
$6.85K +$6.85K +50 New
BTI
480
Blue Trust Inc
Georgia
$6K -$92.3K -738 -94%
AWM
481
AllSquare Wealth Management
New York
$5.48K – – –
BCA
482
Bray Capital Advisors
Florida
$4.8K +$4.8K +35 New
IHWM
483
Iron Horse Wealth Management
Iowa
$4.39K – – –
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$3.7K – – –
RMC
485
Resources Management Corp
Connecticut
$3K – – –
CHA
486
Carmichael Hill & Associates
Maryland
$2.74K – – –
NSG
487
Nalls Sherbakoff Group
Tennessee
$2.47K -$2.88K -21 -54%
RIM
488
Rockbridge Investment Management
New York
$2.47K +$2.47K +18 New
BONH
489
Bank of New Hampshire
New Hampshire
$2.06K – – –
TFA
490
Transamerica Financial Advisors
Florida
$2K – – –
VWM
491
Venturi Wealth Management
Texas
$1.55K -$21.1K -150 -93%
JWM
492
Janiczek Wealth Management
Colorado
$1.05K +$131 +1 +14%
DFA
493
DHJJ Financial Advisors
Illinois
$412 – – –
IF
494
Integrity Financial
Wyoming
$411 +$137 +1 +50%
PSB
495
Piscataqua Savings Bank
New Hampshire
$274 +$274 +2 New
BlackRock
496
BlackRock
New York
$69 +$69 +1 New
SWP
497
Strategic Wealth Partners
Ohio
– -$6.32M -49,552 Closed
AI
498
Atria Investments
North Carolina
– -$5.04M -39,498 Closed
MPM
499
Meritage Portfolio Management
Kansas
– -$3.77M -29,584 Closed
Two Sigma Investments
500
Two Sigma Investments
New York
– -$3.62M -28,400 Closed
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