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Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$91.3M
3
HP
3
Hound Partners
New York
$47.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$52M
5
SIS
5
Strategic Investment Solutions
Illinois
$22.6M

Top Sellers

1
PCH
1
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
2
BCM Advisors
Louisiana
$555K
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
4
Morgan Stanley
New York
$103M
5
BFS
5
Bard Financial Services
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
51
Solitude Financial Services
Virginia
$4.65M 36,491 +3,656 +11%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$4.49M 35,236 +35,236 New
M&T Bank
53
M&T Bank
New York
$4.46M 35,008 +112 +0.3%
PFO
54
Pathstone Family Office
New Jersey
$4.42M 34,632 +34,632 New
DAS
55
Dynamic Advisor Solutions
Arizona
$4.07M 31,910 -1,351 -4%
GP
56
Greenline Partners
New York
$3.82M 29,983 +3,104 +12%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$3.81M 29,890 -1,160 -4%
MPM
58
Meritage Portfolio Management
Kansas
$3.77M 29,584 +29,584 New
Two Sigma Investments
59
Two Sigma Investments
New York
$3.62M 28,400 -20,500 -42%
IA
60
IFG Advisory
Georgia
$3.54M 27,762 +540 +2%
FRA
61
FFG Retirement Advisors
Colorado
$3.47M 27,210 +2,139 +9%
CWM
62
Congress Wealth Management
Massachusetts
$3.35M 26,231 -3,011 -10%
CAM
63
Congress Asset Management
Massachusetts
$3.34M 26,194 -2,905 -10%
TFA
64
Tranquilli Financial Advisor
New Jersey
$3.24M 25,378 +25,378 New
FTS
65
Fifth Third Securities
Ohio
$3.08M 23,954 +2,804 +13%
VCM
66
Virtue Capital Management
Tennessee
$3.06M 21,167 – –
US Bancorp
67
US Bancorp
Minnesota
$2.9M 22,736 -1,693 -7%
Prudential Financial
68
Prudential Financial
New Jersey
$2.84M 22,229 +8,121 +58%
KIA
69
KCM Investment Advisors
California
$2.82M 22,104 -8,031 -27%
SWA
70
Stratos Wealth Advisors
Ohio
$2.8M 21,982 -12,597 -36%
BCM
71
Blume Capital Management
California
$2.73M 21,415 +6,030 +39%
CA
72
CoreCap Advisors
Michigan
$2.7M 21,208 +820 +4%
Goldman Sachs
73
Goldman Sachs
New York
$2.69M 21,075 +12,519 +146%
JWCA
74
J.W. Cole Advisors
Florida
$2.68M 21,011 +559 +3%
AAS
75
Avantax Advisory Services
Texas
$2.65M 20,815 +11,266 +118%
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