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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 %
TLP
101
Trinity Legacy Partners
Texas
$1.78M +$84.4K +572 +5%
RMC
102
Resources Management Corp
Connecticut
$1.77M +$1.76M +8,930 +35,720%
P
103
Pariax
California
$1.77M -$3.98K -27 -0.2%
ML
104
McAdam LLC
Pennsylvania
$1.74M +$1.55M +10,485 +800%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$1.74M +$40.7K +276 +2%
CA
106
Cetera Advisors
Colorado
$1.72M +$45.7K +310 +3%
GPA
107
Guidance Point Advisors
Massachusetts
$1.69M +$35.7K +242 +2%
KM
108
Kalos Management
Georgia
$1.65M -$299K -2,027 -15%
SPC
109
Sigma Planning Corp
Michigan
$1.64M -$149K -1,010 -8%
OSNBOA
110
Old Second National Bank of Aurora
Illinois
$1.58M -$51.6K -350 -3%
CRWM
111
Castle Rock Wealth Management
California
$1.57M -$85.9K -576 -5%
ADL
112
Asset Dedication LLC
California
$1.55M -$170K -1,160 -10%
CTC
113
Central Trust Company
Missouri
$1.54M – – –
GEA
114
Glen Eagle Advisors
New Jersey
$1.49M -$7.52K -51 -0.5%
CF
115
Centaurus Financial
California
$1.48M +$78.8K +534 +6%
AAS
116
Ameritas Advisory Services
Nebraska
$1.48M -$427K -2,864 -22%
COCM
117
Charter Oak Capital Management
New Hampshire
$1.46M -$11.8K -80 -0.8%
BMCM
118
Bryn Mawr Capital Management
Pennsylvania
$1.45M – – –
BCM
119
Blume Capital Management
California
$1.44M +$1.44M +9,780 New
AAS
120
Avantax Advisory Services
Texas
$1.38M +$95.4K +647 +7%
OIA
121
OneDigital Investment Advisors
Kansas
$1.38M -$41K -278 -3%
DADC
122
D.A. Davidson & Co
Montana
$1.35M +$45.6K +309 +3%
BEAM
123
Baker Ellis Asset Management
Washington
$1.34M -$51.6K -350 -4%
SG
124
Sharper & Granite
California
$1.33M -$8.85K -60 -0.7%
SIAP
125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.32M – – –
3 4
5
6 7