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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 %
Renaissance Technologies
501
Renaissance Technologies
New York
– -$1.79M -12,600 Closed
HW
502
Hamilton Wealth
California
– -$1.61M -11,300 Closed
CCMD
503
Cypress Capital Management (Delaware)
Delaware
– -$1.41M -9,901 Closed
APW
504
Aurora Private Wealth
New Jersey
– -$1.38M -9,681 Closed
YIH
505
Y-Intercept (HK)
Hong Kong
– -$946K -6,650 Closed
TFA
506
Tranquilli Financial Advisor
New Jersey
– -$839K -5,898 Closed
CAM
507
Cresset Asset Management
Illinois
– -$580K -4,074 Closed
IWA
508
IBEX Wealth Advisors
New Jersey
– -$568K -3,996 Closed
Marshall Wace
509
Marshall Wace
United Kingdom
– -$455K -3,200 Closed
CFO
510
Collective Family Office
Pennsylvania
– -$340K -2,387 Closed
AP
511
Advisors Preferred
Maryland
– -$312K -2,128 Closed
MPM
512
MBB Public Markets
Illinois
– -$301K -2,116 Closed
AWA
513
Arkadios Wealth Advisors
Georgia
– -$296K -2,083 Closed
SFA
514
Sequoia Financial Advisors
Ohio
– -$275K -1,932 Closed
PO
515
Private Ocean
California
– -$254K -1,786 Closed
NEWAS
516
N.E.W. Advisory Services
Wisconsin
– -$252K -1,768 Closed
CAM
517
Concorde Asset Management
Michigan
– -$246K -1,729 Closed
KC
518
Kinloch Capital
Virginia
– -$223K -1,570 Closed
RCM
519
RNC Capital Management
California
– -$211K -1,481 Closed
OL
520
Optas LLC
Texas
– -$209K -1,476 Closed
MFG
521
MidWestOne Financial Group
Iowa
– -$210K -1,473 Closed
AT
522
American Trust
Kentucky
– -$201K -1,411 Closed
IAMOG
523
Investors Asset Management of Georgia
Georgia
– -$180K -1,264 Closed
FIA
524
FNY Investment Advisers
New York
– -$170K -1,200 Closed
EIP
525
Ellis Investment Partners
Pennsylvania
– -$142K -998 Closed
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