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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
3
FMLI
Fukoku Mutual Life Insurance
Japan
$0
4
I
INVST
Indiana
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIMG
501
Hutchens & Kramer Investment Management Group
Indiana
– -$316K -2,060 Closed
SF
502
Safeguard Financial
Wisconsin
– -$307K -2,000 Closed
Manulife (Manufacturers Life Insurance)
503
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$303K -1,979 Closed
PCIA
504
Prime Capital Investment Advisors
Kansas
– -$291K -1,900 Closed
EP
505
Eudaimonia Partners
Tennessee
– -$279K -1,820 Closed
BB
506
Busey Bank
Illinois
– -$272K -1,771 Closed
LMKC
507
L.M. Kohn & Company
Ohio
– -$260K -1,696 Closed
JIC
508
Johnson Investment Counsel
Ohio
– -$254K -1,655 Closed
TCWM
509
Total Clarity Wealth Management
Illinois
– -$228K -1,490 Closed
ACI
510
Alpha Cubed Investments
California
– -$203K -1,325 Closed
SAM
511
Secure Asset Management
Michigan
– -$202K -1,317 Closed
RWM
512
RBA Wealth Management
California
– -$201K -1,313 Closed
RBC
513
Romano Brothers & Co
Illinois
– -$156K -1,020 Closed
NSB
514
Norway Savings Bank
Maine
– -$113K -740 Closed
AWM
515
Accurate Wealth Management
Florida
– -$84.4K -542 Closed
BA
516
Bellwether Advisors
Nebraska
– -$69.6K -454 Closed
R
517
Rebalance
California
– -$50.6K -330 Closed
EE
518
EWG Elevate
California
– -$29.9K -195 Closed
BWP
519
Baldwin Wealth Partners
Massachusetts
– -$15.5K -101 Closed
CWC
520
Carolinas Wealth Consulting
North Carolina
– -$14K -92 Closed
FA
521
Fiduciary Alliance
South Carolina
– -$12.3K -80 Closed
CWM
522
CarsonAllaria Wealth Management
Illinois
– -$12K -79 Closed
GWS
523
Glassman Wealth Services
Virginia
– -$6.06K -40 Closed
AFG
524
Albion Financial Group
Utah
– -$613 -4 Closed
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