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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 Holding Trade Value Shares
Change 		Shares
Change %
FT
76
Fiduciary Trust
Massachusetts
$2.54M -$85.7K -625 -3%
PCP
77
Proficio Capital Partners
Massachusetts
$2.39M +$2.39M +17,440 New
ASG
78
Ariston Services Group
California
$2.37M +$2.37M +17,276 New
WANY
79
Wealthspire Advisors (New York)
New York
$2.37M +$2.74K +20 +0.1%
BRWA
80
B. Riley Wealth Advisors
Florida
$2.33M +$211K +1,542 +10%
AWM
81
AE Wealth Management
Kansas
$2.3M +$440K +3,326 +24%
JWCA
82
J.W. Cole Advisors
Florida
$2.3M -$578K -4,218 -20%
DAS
83
Dynamic Advisor Solutions
Arizona
$2.3M -$2.14M -15,397 -48%
BAM
84
BOS Asset Management
Illinois
$2.2M -$366K -2,669 -14%
UCFA
85
United Capital Financial Advisors
Texas
$2.12M -$7.4K -54 -0.3%
WA
86
WBH Advisory
Maryland
$2.06M -$231K -1,686 -10%
IWC
87
Integrated Wealth Concepts
Massachusetts
$2.01M -$46.5K -339 -2%
Renaissance Technologies
88
Renaissance Technologies
New York
$1.93M +$1.93M +14,100 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$1.92M +$151K +1,101 +9%
Citigroup
90
Citigroup
New York
$1.91M +$232K +1,695 +14%
SFCL
91
Strengthening Families & Communities LLC
Massachusetts
$1.87M +$171K +1,245 +10%
GMA
92
Glassy Mountain Advisors
Maryland
$1.82M +$253K +1,845 +16%
AAS
93
Avantax Advisory Services
Texas
$1.82M -$1.04M -7,556 -36%
DBIA
94
Dumont & Blake Investment Advisors
New Jersey
$1.78M -$22.1K -161 -1%
CIAS
95
Capital Investment Advisory Services
North Carolina
$1.77M +$145K +1,060 +9%
HighTower Advisors
96
HighTower Advisors
Illinois
$1.77M -$218K -1,595 -11%
HT
97
Heritage Trust
Oklahoma
$1.74M -$48.4K -353 -3%
KAS
98
Kestra Advisory Services
Texas
$1.7M -$12.9K -94 -0.8%
Creative Planning
99
Creative Planning
Kansas
$1.69M -$249K -1,814 -13%
TIA
100
Traphagen Investment Advisors
New Jersey
$1.68M +$1.68M +12,242 New
2 3
4
5 6