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Vanguard Utilities ETF
VPU

Overview Fund Activity

464 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
54
Increased
167
Reduced
125
Closed
39
Calls
$10.6M
Puts
$3.79M
Net Calls
+$6.84M
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$117M
2
Morgan Stanley
2
Morgan Stanley
New York
$149M
3
FTS
3
Fifth Third Securities
Ohio
$12.3M
4
FNC
4
First National Corp
Massachusetts
$20.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$52.4M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$2.85M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.1M
4
AAS
4
Ameritas Advisory Services
Nebraska
$1.38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$2.57M +$285K +1,869 +12%
WA
77
WBH Advisory
Maryland
$2.56M -$65.3K -428 -2%
Creative Planning
78
Creative Planning
Kansas
$2.51M -$285K -1,871 -10%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$2.47M -$1.07K -7 -0%
CC
80
Callan Capital
California
$2.33M +$164K +1,075 +8%
ML
81
McAdam LLC
Pennsylvania
$2.32M +$1.95M +12,824 +534%
HKIMG
82
Hutchens & Kramer Investment Management Group
Indiana
$2.3M +$1.24M +7,918 +117%
HT
83
Heritage Trust
Oklahoma
$2.14M -$1.37K -9 -0.1%
AWM
84
Axxcess Wealth Management
California
$2.07M +$1.45M +9,493 +232%
LP
85
Lloyd Park
Illinois
$2.01M +$1.37K +9 +0.1%
RWA
86
Roberts Wealth Advisors
California
$1.99M +$12.1K +80 +0.6%
DBIA
87
Dumont & Blake Investment Advisors
New Jersey
$1.98M +$3.51K +23 +0.2%
ADL
88
Asset Dedication LLC
California
$1.96M -$29.2K -193 -1%
IWC
89
Integrated Wealth Concepts
Massachusetts
$1.96M +$686K +4,503 +54%
GPA
90
Guidance Point Advisors
Massachusetts
$1.89M +$146K +961 +8%
EWM
91
Executive Wealth Management
Michigan
$1.87M +$1.87M +12,279 New
Lido Advisors
92
Lido Advisors
California
$1.85M +$26K +171 +1%
P
93
Pariax
California
$1.84M -$769K -5,046 -30%
OSNBOA
94
Old Second National Bank of Aurora
Illinois
$1.81M -$62.9K -413 -3%
BAM
95
Belpointe Asset Management
Nevada
$1.78M +$15.7K +103 +0.9%
HW
96
Hamilton Wealth
California
$1.74M -$49.2K -323 -3%
CIAS
97
Capital Investment Advisory Services
North Carolina
$1.7M +$8.53K +56 +0.5%
Mariner
98
Mariner
Kansas
$1.7M +$1.7M +11,146 New
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
$1.69M -$25.9K -170 -2%
AAS
100
Annex Advisory Services
Wisconsin
$1.66M -$147K -968 -8%
2 3
4
5 6