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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.

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

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
BCM Advisors
Louisiana
$555K
3
HFRG
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
Morgan Stanley
New York
$103M
5
BFS
Bard Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
501
Stableford Capital II
Arizona
– -$244K -1,749 Closed
AFO
502
Allie Family Office
Florida
– -$245K -1,713 Closed
MWM
503
Modera Wealth Management
New Jersey
– -$239K -1,684 Closed
MHS
504
M Holdings Securities
Oregon
– -$239K -1,678 Closed
CW
505
CreativeOne Wealth
Kansas
– -$237K -1,666 Closed
PP
506
Patten & Patten
Tennessee
– -$236K -1,662 Closed
FIC
507
Family Investment Center
Missouri
– -$228K -1,603 Closed
BAM
508
BTS Asset Management
Massachusetts
– -$218K -1,536 Closed
TWA
509
Tandem Wealth Advisors
Arizona
– -$217K -1,529 Closed
JIP
510
Jaffetilchin Investment Partners
Florida
– -$208K -1,461 Closed
YWM
511
Yoder Wealth Management
California
– -$205K -1,445 Closed
HWM
512
HB Wealth Management
Georgia
– -$201K -1,415 Closed
CFG
513
Citizens Financial Group
Rhode Island
– -$191K -1,342 Closed
GFP
514
Gryphon Financial Partners
Ohio
– -$98.8K -695 Closed
IGWM
515
ICA Group Wealth Management
Colorado
– -$45.5K -320 Closed
CWA
516
Clearview Wealth Advisors
Oregon
– -$42.1K -296 Closed
BSB
517
Bangor Savings Bank
Maine
– -$29.3K -206 Closed
PIAS
518
PCA Investment Advisory Services
Ohio
– -$23.3K -164 Closed
HB
519
Horizon Bancorp
Indiana
– -$16K -110 Closed
FA
520
Fiduciary Alliance
South Carolina
– -$11.4K -80 Closed
MMG
521
Monetary Management Group
Missouri
– -$11.1K -78 Closed
GGI
522
Godsey & Gibb Inc
Virginia
– -$10.7K -75 Closed
FBC
523
Fairfield, Bush & Co
Connecticut
– -$7.11K -50 Closed
WP
524
WealthPLAN Partners
Nebraska
– -$6.97K -49 Closed
DI
525
Disciplined Investments
Oklahoma
– -$5.69K -40 Closed
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