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Vanguard Utilities ETF
VPU

Overview Fund Activity

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$64.6M
2
FIM
2
Freedom Investment Management
Connecticut
$10.6M
3
Cerity Partners
3
Cerity Partners
New York
$7.76M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$21M
5
PL
5
Polianta Ltd
Jersey
$8.95M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$0
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
I
4
INVST
Indiana
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
76
DHK Financial Advisors
New Hampshire
$2.67M +$20.7K +140 +0.8%
BRWA
77
B. Riley Wealth Advisors
Florida
$2.66M +$141K +953 +6%
PWIA
78
Porter White Investment Advisors
Alabama
$2.66M +$87.2K +591 +3%
KAS
79
Kestra Advisory Services
Texas
$2.65M -$1.79M -12,129 -40%
CPRC
80
Consolidated Portfolio Review Corp
New York
$2.64M +$2.64M +17,920 New
WA
81
WBH Advisory
Maryland
$2.62M +$2.62M +17,764 New
WANY
82
Wealthspire Advisors (New York)
New York
$2.56M – – –
Goldman Sachs
83
Goldman Sachs
New York
$2.45M -$1.5M -10,141 -38%
SFPG
84
Stonebridge Financial Planning Group
Florida
$2.44M -$381K -2,584 -14%
CS
85
Comerica Securities
Michigan
$2.3M -$771K -5,226 -25%
CC
86
Callan Capital
California
$2.2M +$114K +775 +5%
Stifel Financial
87
Stifel Financial
Missouri
$2.17M -$2.03M -13,754 -48%
Creative Planning
88
Creative Planning
Kansas
$2.1M -$415K -2,816 -17%
PWG
89
Private Wealth Group
Florida
$2.07M – – –
HT
90
Heritage Trust
Oklahoma
$2.04M – – –
Lido Advisors
91
Lido Advisors
California
$2M +$98.4K +667 +5%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$1.96M -$437K -2,961 -18%
RWA
93
Roberts Wealth Advisors
California
$1.95M +$28.4K +193 +1%
DBIA
94
Dumont & Blake Investment Advisors
New Jersey
$1.93M +$8.12K +55 +0.4%
HI
95
Harbour Investments
Wisconsin
$1.87M -$9.44K -64 -0.5%
BAM
96
Belpointe Asset Management
Nevada
$1.83M -$443K -3,006 -20%
FPCP
97
Fort Point Capital Partners
California
$1.82M -$1.58M -10,717 -46%
PPWM
98
PFG Private Wealth Management
Florida
$1.82M -$1.63M -11,036 -47%
Prudential Financial
99
Prudential Financial
New Jersey
$1.78M -$397K -2,541 -18%
CIAS
100
Capital Investment Advisory Services
North Carolina
$1.78M +$7.23K +49 +0.4%
2 3
4
5 6