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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$542M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$67.3M
3
BHB
3
Bank Hapoalim BM
Israel
$11.7M
4
LPL Financial
4
LPL Financial
California
$91.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$160M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.88M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.7M
4
Wells Fargo
4
Wells Fargo
California
$26.7M
5
UBS Group
5
UBS Group
Switzerland
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Comerica Securities
Michigan
$3.2M +$434K +2,828 +16%
GP
77
Greenline Partners
New York
$3.14M +$3.12M +20,389 +11,718%
FT
78
Fiduciary Trust
Massachusetts
$3.14M -$52.6K -343 -2%
FRA
79
FFG Retirement Advisors
Colorado
$2.98M +$2.98M +19,447 New
HighTower Advisors
80
HighTower Advisors
Illinois
$2.94M -$1.3M -8,471 -31%
SFPG
81
Stonebridge Financial Planning Group
Florida
$2.93M +$154K +1,004 +6%
SA
82
Shilanski & Associates
Alaska
$2.78M +$2.78M +18,120 New
DFA
83
DHK Financial Advisors
New Hampshire
$2.75M +$45.1K +294 +2%
BCMIO
84
Beacon Capital Management Inc (Ohio)
Ohio
$2.71M -$758K -4,940 -22%
PWIA
85
Porter White Investment Advisors
Alabama
$2.68M +$2.68M +17,447 New
WANY
86
Wealthspire Advisors (New York)
New York
$2.66M -$9.51K -62 -0.4%
BRWA
87
B. Riley Wealth Advisors
Florida
$2.62M +$458K +2,985 +21%
Creative Planning
88
Creative Planning
Kansas
$2.61M +$119K +777 +5%
IWC
89
Integrated Wealth Concepts
Massachusetts
$2.54M +$470K +3,064 +23%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$2.49M +$21.8K +142 +0.9%
IA
91
IFP Advisors
Florida
$2.48M -$1.28M -12,971 -34%
WM
92
Whitford Management
New York
$2.39M +$2.39M +15,586 New
BAM
93
Belpointe Asset Management
Nevada
$2.36M +$234K +1,529 +11%
CC
94
Callan Capital
California
$2.16M -$77.8K -507 -3%
PWG
95
Private Wealth Group
Florida
$2.16M – – –
Prudential Financial
96
Prudential Financial
New Jersey
$2.14M -$7.23M -47,168 -77%
HT
97
Heritage Trust
Oklahoma
$2.12M -$29K -189 -1%
KM
98
Kalos Management
Georgia
$2.03M +$491K +3,202 +32%
RWA
99
Roberts Wealth Advisors
California
$2.01M -$6.14K -40 -0.3%
DBIA
100
Dumont & Blake Investment Advisors
New Jersey
$2M +$9.2K +60 +0.5%
2 3
4
5 6