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Vanguard Utilities ETF
VPU

Overview Fund Activity

486 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.

Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
44
Increased
119
Reduced
177
Closed
38
Calls
$6.09M
Puts
$3.73M
Net Calls
+$2.36M
Net Calls Change
-$5.09M

Top Buyers

1
HP
1
Hound Partners
New York
$21.1M
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$14.7M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$10.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$6.95M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$745K
2
BHB
2
Bank Hapoalim BM
Israel
$0
3
PL
3
Polianta Ltd
Jersey
$0
4
SIS
4
Strategic Investment Solutions
Illinois
$489K
5
SWA
5
Stratos Wealth Advisors
Ohio
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
51
Solitude Financial Services
Virginia
$4.67M 32,835 +2,661 +9%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$4.41M 31,050 -4,812 -13%
KIA
53
KCM Investment Advisors
California
$4.28M 30,135 +446 +2%
CWM
54
Congress Wealth Management
Massachusetts
$4.16M 29,242 -3,484 -11%
CAM
55
Congress Asset Management
Massachusetts
$4.14M 29,099 -3,536 -11%
SRWM
56
Shira Ridge Wealth Management
California
$4M 28,135 -647 -2%
IA
57
IFG Advisory
Georgia
$3.87M 27,222 +1,026 +4%
GP
58
Greenline Partners
New York
$3.82M 26,879 +2,900 +12%
FRA
59
FFG Retirement Advisors
Colorado
$3.56M 25,071 +6,783 +37%
US Bancorp
60
US Bancorp
Minnesota
$3.47M 24,429 – –
SPIA
61
Steward Partners Investment Advisory
New York
$3.18M 22,366 -2,513 -10%
VCM
62
Virtue Capital Management
Tennessee
$3.06M 21,167 -7,875 -27%
UCFA
63
United Capital Financial Advisors
Texas
$3.06M 21,522 -5,049 -19%
BAM
64
BOS Asset Management
Illinois
$3.05M 21,427 -11,408 -35%
FTS
65
Fifth Third Securities
Ohio
$3.01M 21,150 -1,100 -5%
BCMIO
66
Beacon Capital Management Inc (Ohio)
Ohio
$2.91M 20,458 +395 +2%
JWCA
67
J.W. Cole Advisors
Florida
$2.91M 20,452 -269 -1%
CA
68
CoreCap Advisors
Michigan
$2.9M 20,388 +20,388 New
FT
69
Fiduciary Trust
Massachusetts
$2.77M 19,487 -647 -3%
CS
70
Comerica Securities
Michigan
$2.77M 19,323 +3,711 +24%
KAS
71
Kestra Advisory Services
Texas
$2.74M 19,281 +1,323 +7%
PWIA
72
Porter White Investment Advisors
Alabama
$2.68M 18,881 +843 +5%
SA
73
Shilanski & Associates
Alaska
$2.67M 18,733 +348 +2%
CPRC
74
Consolidated Portfolio Review Corp
New York
$2.61M 18,347 +427 +2%
DFA
75
DHK Financial Advisors
New Hampshire
$2.59M 18,079 – –
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