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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 %
CWM
501
Congress Wealth Management
Massachusetts
– -$3.35M -26,231 Closed
CAM
502
Congress Asset Management
Massachusetts
– -$3.34M -26,194 Closed
TFA
503
Tranquilli Financial Advisor
New Jersey
– -$3.24M -25,378 Closed
ETC
504
Exchange Traded Concepts
Oklahoma
– -$2.12M -16,643 Closed
RWA
505
Roberts Wealth Advisors
California
– -$1.64M -12,662 Closed
PCM
506
Prelude Capital Management
New York
– -$1.54M -12,074 Closed
DAM
507
Derbend Asset Management
Georgia
– -$1.54M -12,073 Closed
SS
508
Simplicity Solutions
Minnesota
– -$1.45M -11,337 Closed
BFG
509
Bleakley Financial Group
New Jersey
– -$1.45M -11,337 Closed
YIH
510
Y-Intercept (HK)
Hong Kong
– -$1.29M -10,083 Closed
OPS
511
Orion Portfolio Solutions
Nebraska
– -$853K -6,691 Closed
BCI
512
Brinker Capital Investments
Pennsylvania
– -$853K -6,691 Closed
FFS
513
Founders Financial Securities
Maryland
– -$669K -5,246 Closed
SF
514
Synovus Financial
Georgia
– -$628K -4,920 Closed
HI
515
Horizon Investments
North Carolina
– -$536K -4,199 Closed
Bank of New York Mellon
516
Bank of New York Mellon
New York
– -$483K -3,790 Closed
Jane Street
517
Jane Street
New York
– -$360K -2,823 Closed
APP
518
Avantax Planning Partners
Iowa
– -$353K -2,769 Closed
GAM
519
Gotham Asset Management
New York
– -$325K -2,551 Closed
ACP
520
Aveo Capital Partners
Colorado
– -$322K -2,524 Closed
IHL
521
Investment House LLC
California
– -$306K -2,400 Closed
LL
522
LPWM LLC
Minnesota
– -$287K -2,360 Closed
PCA
523
Prosperity Capital Advisors
Ohio
– -$300K -2,351 Closed
NB
524
Northwest Bancshares
Pennsylvania
– -$274K -2,150 Closed
FSC
525
Full Sail Capital
Oklahoma
– -$274K -2,146 Closed
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