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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
1
EP Wealth Advisors
California
$64.6M
2
FIM
2
Freedom Investment Management
Connecticut
$10.6M
3
Cerity Partners
3
Cerity Partners
New York
$7.76M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$21M
5
PL
5
Polianta Ltd
Jersey
$8.95M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$0
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
I
4
INVST
Indiana
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
51
Solitude Financial Services
Virginia
$4.45M +$714K +4,842 +19%
KIA
52
KCM Investment Advisors
California
$4.38M +$52.8K +358 +1%
VCM
53
Virtue Capital Management
Tennessee
$4.3M -$400K -2,701 -9%
ASN
54
Advisory Services Network
Georgia
$4.25M +$3.76M +25,489 +762%
SRWM
55
Shira Ridge Wealth Management
California
$4.25M -$185K -1,252 -4%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$4.17M +$4.17M +28,271 New
UCFA
57
United Capital Financial Advisors
Texas
$3.92M -$674K -4,567 -15%
IA
58
IFG Advisory
Georgia
$3.86M -$2.36K -16 -0.1%
HighTower Advisors
59
HighTower Advisors
Illinois
$3.86M +$1.04M +7,095 +37%
SIS
60
Strategic Investment Solutions
Illinois
$3.7M -$573K -3,884 -13%
SPIA
61
Steward Partners Investment Advisory
New York
$3.67M +$3.44M +23,307 +1,483%
US Bancorp
62
US Bancorp
Minnesota
$3.6M +$88.5K +600 +3%
GP
63
Greenline Partners
New York
$3.53M +$503K +3,416 +17%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$3.46M -$207K -1,402 -6%
AWM
65
AE Wealth Management
Kansas
$3.4M +$30.7K +208 +0.9%
FTS
66
Fifth Third Securities
Ohio
$3.28M -$8.91M -60,398 -73%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$3.06M -$759K -5,145 -20%
JWCA
68
J.W. Cole Advisors
Florida
$3.06M -$333K -2,255 -10%
CA
69
Calton & Associates
Florida
$3.04M -$60.8K -412 -2%
FT
70
Fiduciary Trust
Massachusetts
$2.97M -$46.6K -316 -2%
BCMIO
71
Beacon Capital Management Inc (Ohio)
Ohio
$2.96M +$356K +2,416 +14%
NSLI
72
Nan Shan Life Insurance
Taiwan
$2.95M +$2.95M +20,000 New
IWC
73
Integrated Wealth Concepts
Massachusetts
$2.8M +$356K +2,412 +15%
SA
74
Shilanski & Associates
Alaska
$2.77M +$40K +265 +1%
FRA
75
FFG Retirement Advisors
Colorado
$2.7M -$171K -1,159 -6%
1 2
3
4 5