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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.

New
Increased
Maintained
Reduced
Closed
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 %
Lido Advisors
101
Lido Advisors
California
$1.97M -$4.75K -31 -0.2%
CFP
102
Curran Financial Partners
South Carolina
$1.97M +$1.33M +8,646 +206%
AAS
103
Ameritas Advisory Services
Nebraska
$1.96M +$340K +2,216 +21%
HI
104
Harbour Investments
Wisconsin
$1.96M +$620K +4,044 +46%
SPC
105
Sigma Planning Corp
Michigan
$1.86M -$192K -1,255 -9%
CIAS
106
Capital Investment Advisory Services
North Carolina
$1.84M +$142K +926 +8%
P
107
Pariax
California
$1.84M – – –
ADL
108
Asset Dedication LLC
California
$1.79M -$1.99K -13 -0.1%
SFCL
109
Strengthening Families & Communities LLC
Massachusetts
$1.78M +$62.1K +405 +4%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$1.77M +$61.6K +402 +4%
TLP
111
Trinity Legacy Partners
Texas
$1.76M +$16.6K +108 +0.9%
CA
112
Cetera Advisors
Colorado
$1.74M +$452K +2,948 +35%
GPA
113
Guidance Point Advisors
Massachusetts
$1.72M -$182K -1,185 -10%
Millennium Management
114
Millennium Management
New York
$1.7M +$1.7M +11,083 New
OSNBOA
115
Old Second National Bank of Aurora
Illinois
$1.7M +$22.4K +146 +1%
Mariner
116
Mariner
Kansas
$1.69M -$116K -759 -6%
CRWM
117
Castle Rock Wealth Management
California
$1.67M -$6.02K -40 -0.4%
TF
118
TIAA FSB
Florida
$1.67M +$320K +2,089 +24%
Nomura Asset Management
119
Nomura Asset Management
Japan
$1.64M -$721K -4,700 -31%
CPO
120
Cerity Partners OCIO
New York
$1.63M +$234K +1,527 +17%
CTC
121
Central Trust Company
Missouri
$1.6M – – –
GEA
122
Glen Eagle Advisors
New Jersey
$1.56M -$9.05K -59 -0.6%
BCM
123
Brookstone Capital Management
Illinois
$1.54M +$100K +647 +7%
GB
124
Gunma Bank
Japan
$1.53M +$1.53M +10,000 New
COCM
125
Charter Oak Capital Management
New Hampshire
$1.53M +$50.6K +330 +3%
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5
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