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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 Holding Trade Value Shares
Change 		Shares
Change %
SRWM
76
Shira Ridge Wealth Management
California
$2.49M -$1.09M -8,577 -30%
PWIA
77
Porter White Investment Advisors
Alabama
$2.48M +$71K +557 +3%
SA
78
Shilanski & Associates
Alaska
$2.45M +$47.8K +373 +2%
FT
79
Fiduciary Trust
Massachusetts
$2.45M -$39.4K -309 -2%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$2.44M +$726K +5,694 +42%
BAM
81
BOS Asset Management
Illinois
$2.39M -$342K -2,685 -13%
DFA
82
DHK Financial Advisors
New Hampshire
$2.35M +$18.2K +141 +0.8%
CA
83
Cetera Advisors
Colorado
$2.29M +$764K +5,988 +50%
FIA
84
Foundations Investment Advisors
Arizona
$2.23M +$609K +4,775 +38%
WANY
85
Wealthspire Advisors (New York)
New York
$2.2M -$13.9K -109 -0.6%
WA
86
WBH Advisory
Maryland
$2.13M -$100K -785 -4%
BMCM
87
Bryn Mawr Capital Management
Pennsylvania
$2.13M +$881K +6,907 +71%
ETC
88
Exchange Traded Concepts
Oklahoma
$2.12M +$2.12M +16,643 New
CPRC
89
Consolidated Portfolio Review Corp
New York
$2.11M -$234K -1,834 -10%
IAIM
90
International Assets Investment Management
Florida
$2.09M +$2.09M +9,491 New
BRWA
91
B. Riley Wealth Advisors
Florida
$1.99M -$260K -2,022 -12%
UCFA
92
United Capital Financial Advisors
Texas
$1.98M -$764K -5,993 -28%
CC
93
Callan Capital
California
$1.97M +$113K +889 +6%
IWC
94
Integrated Wealth Concepts
Massachusetts
$1.92M +$1.79K +14 +0.1%
HighTower Advisors
95
HighTower Advisors
Illinois
$1.86M -$438K -3,413 -19%
Creative Planning
96
Creative Planning
Kansas
$1.81M +$177K +1,389 +11%
AWM
97
AE Wealth Management
Kansas
$1.8M +$942K +7,382 +110%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.73M +$272K +2,129 +19%
HI
99
Harbour Investments
Wisconsin
$1.72M -$19.4K -152 -1%
DBIA
100
Dumont & Blake Investment Advisors
New Jersey
$1.68M +$4.46K +35 +0.3%
2 3
4
5 6