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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.

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
1
Arete Wealth Advisors
Illinois
$542M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$67.3M
3
BHB
3
Bank Hapoalim BM
Israel
$11.7M
4
LPL Financial
4
LPL Financial
California
$91.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$160M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.88M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.7M
4
Wells Fargo
4
Wells Fargo
California
$26.7M
5
UBS Group
5
UBS Group
Switzerland
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$4.89M +$137K +895 +3%
VCM
52
Virtue Capital Management
Tennessee
$4.87M -$1.38M -8,980 -22%
UCFA
53
United Capital Financial Advisors
Texas
$4.78M -$97.8K -638 -2%
PL
54
Polianta Ltd
Jersey
$4.66M -$30.7K -200 -0.7%
KAS
55
Kestra Advisory Services
Texas
$4.61M +$1.35M +8,830 +42%
SRWM
56
Shira Ridge Wealth Management
California
$4.61M +$4.61M +30,034 New
KIA
57
KCM Investment Advisors
California
$4.5M +$408K +2,659 +10%
SIS
58
Strategic Investment Solutions
Illinois
$4.39M +$4.39M +28,941 New
V
59
Veritable
Delaware
$4.37M – – –
Stifel Financial
60
Stifel Financial
Missouri
$4.36M -$896K -5,839 -17%
Goldman Sachs
61
Goldman Sachs
New York
$4.1M -$5.81M -37,881 -59%
IA
62
IFG Advisory
Georgia
$4.02M -$59K -385 -1%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$3.97M +$1.09M +7,094 +38%
ETC
64
Exchange Traded Concepts
Oklahoma
$3.95M +$3.95M +25,725 New
SFS
65
Solitude Financial Services
Virginia
$3.88M +$507K +3,308 +15%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$3.81M +$2.76M +18,025 +264%
US Bancorp
67
US Bancorp
Minnesota
$3.65M – – –
SIAG
68
Safeguard Investment Advisory Group
California
$3.61M +$702K +4,570 +24%
PPWM
69
PFG Private Wealth Management
Florida
$3.58M +$68.7K +448 +2%
FPCP
70
Fort Point Capital Partners
California
$3.54M -$4.3M -28,066 -55%
JWCA
71
J.W. Cole Advisors
Florida
$3.52M +$184K +1,197 +5%
AWM
72
AE Wealth Management
Kansas
$3.5M +$401K +2,615 +13%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$3.42M -$42.8K -276 -1%
TWA
74
Tandem Wealth Advisors
Arizona
$3.37M +$3.37M +21,951 New
CA
75
Calton & Associates
Florida
$3.23M -$2.28M -14,840 -41%
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