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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 %
TC
526
TownSquare Capital
Utah
– -$257K -2,014 Closed
BWP
527
Balboa Wealth Partners
Arizona
– -$247K -1,935 Closed
Manulife (Manufacturers Life Insurance)
528
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$226K -1,772 Closed
HIF
529
Hill Island Financial
Michigan
– -$224K -1,756 Closed
FPAS
530
Focus Partners Advisor Solutions
Missouri
– -$222K -1,744 Closed
FRA
531
Front Row Advisors
California
– -$222K -1,725 Closed
GVAG
532
Great Valley Advisor Group
Delaware
– -$220K -1,721 Closed
EW
533
Evoke Wealth
California
– -$219K -1,704 Closed
HIS
534
Horizon Investment Services
Indiana
– -$217K -1,700 Closed
MIM
535
Moseley Investment Management
Florida
– -$212K -1,666 Closed
SIAG
536
Safeguard Investment Advisory Group
California
– -$207K -1,620 Closed
CIA
537
Choate Investment Advisors
Massachusetts
– -$132K -1,033 Closed
AWM
538
Abound Wealth Management
Tennessee
– -$63.5K -498 Closed
JFA
539
JNBA Financial Advisors
Minnesota
– -$31.1K -244 Closed
LCM
540
Logan Capital Management
Pennsylvania
– -$30.6K -240 Closed
APC
541
Aspire Private Capital
North Carolina
– -$15.9K -125 Closed
HT
542
Headlands Technologies
Illinois
– -$13.9K -109 Closed
HL
543
HeadInvest LLC
Maine
– -$9.73K -80 Closed
PA
544
PSI Advisors
Florida
– -$9.57K -75 Closed
SCA
545
Stonebridge Capital Advisors
Minnesota
– -$7.65K -60 Closed
TC
546
Trust Company
Kansas
– -$7.53K -59 Closed
NRG
547
Nemes Rush Group
Michigan
– -$6.63K -52 Closed
DAC
548
Dividend Assets Capital
South Carolina
– -$3K -21 Closed
MAWA
549
Moss Adams Wealth Advisors
Washington
– -$2.55K -20 Closed
SSWM
550
Sheets Smith Wealth Management
North Carolina
– -$2.55K -20 Closed
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