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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.

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
1
Morgan Stanley
New York
$273M
2
Bank of America
2
Bank of America
North Carolina
$121M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
UBS Group
4
UBS Group
Switzerland
$42.6M
5
RAG
5
RIA Advisory Group
Iowa
$6.93M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$5.58M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20.4M
4
SIS
4
Strategic Investment Solutions
Illinois
$202K
5
HP
5
Hound Partners
New York
$38.9M
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
51
Nelson Capital Management
California
$4.59M 33,513 -3,881 -10%
M&T Bank
52
M&T Bank
New York
$4.44M 32,375 -2,633 -8%
KIA
53
KCM Investment Advisors
California
$4.41M 32,201 +10,097 +46%
GP
54
Greenline Partners
New York
$4.22M 30,822 +839 +3%
CAN
55
Cetera Advisor Networks
California
$4.14M 30,171 -58,431 -66%
BCM
56
Blume Capital Management
California
$4.06M 29,642 +8,227 +38%
MTC
57
Matrix Trust Company
Colorado
$4M 29,194 +26,381 +938%
IA
58
IFG Advisory
Georgia
$3.82M 27,854 +92 +0.3%
PWIA
59
Porter White Investment Advisors
Alabama
$3.69M 26,952 +7,514 +39%
FRA
60
FFG Retirement Advisors
Colorado
$3.55M 25,922 -1,288 -5%
BP
61
Ballentine Partners
Massachusetts
$3.18M 23,166 +23,166 New
FTS
62
Fifth Third Securities
Ohio
$3.09M 22,508 -1,446 -6%
AAS
63
Ameritas Advisory Services
Nebraska
$3.08M 22,620 +11,531 +104%
Citadel Advisors
64
Citadel Advisors
Florida
$3.07M 22,414 -25,591 -53%
Prudential Financial
65
Prudential Financial
New Jersey
$3.06M 22,316 +87 +0.4%
FIA
66
Foundations Investment Advisors
Arizona
$3M 22,156 +4,654 +27%
Goldman Sachs
67
Goldman Sachs
New York
$2.93M 21,403 +328 +2%
SWA
68
Stratos Wealth Advisors
Ohio
$2.88M 20,988 -994 -5%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$2.87M 20,966 -64,993 -76%
Lido Advisors
70
Lido Advisors
California
$2.75M 20,048 +8,058 +67%
SIAP
71
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.69M 19,645 +11,730 +148%
ECM
72
Exchange Capital Management
Michigan
$2.65M 19,366 +10,396 +116%
HI
73
Harbour Investments
Wisconsin
$2.61M 19,013 +5,494 +41%
SA
74
Shilanski & Associates
Alaska
$2.59M 18,881 -225 -1%
DFA
75
DHK Financial Advisors
New Hampshire
$2.55M 18,577 +357 +2%
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