VPU icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
CPRC
101
Consolidated Portfolio Review Corp
New York
$1.65M -$615K -4,486 -27%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$1.64M -$13.4K -98 -0.8%
LCC
103
Lincoln Capital Corp
Rhode Island
$1.64M +$1.28M +9,363 +364%
SOS
104
Silver Oak Securities
Tennessee
$1.59M +$1.31M +9,567 +475%
CA
105
Calton & Associates
Florida
$1.58M +$1.58M +11,552 New
SPIA
106
Steward Partners Investment Advisory
New York
$1.58M +$38.4K +280 +2%
SWM
107
Stapp Wealth Management
Washington
$1.58M +$1.58M +11,523 New
SC
108
Swan Capital
Florida
$1.56M +$469K +3,424 +43%
VWA
109
Visionary Wealth Advisors
Illinois
$1.51M +$1.2M +8,753 +382%
MAS
110
Madden Advisory Services
Florida
$1.5M +$116K +846 +8%
CAM
111
Cresset Asset Management
Illinois
$1.46M +$37.6K +274 +3%
CC
112
Callan Capital
California
$1.42M -$702K -5,123 -33%
GPA
113
Guidance Point Advisors
Massachusetts
$1.41M -$204K -1,489 -13%
FA
114
Flagstar Advisors
New York
$1.4M +$263K +1,918 +23%
B
115
Bailard
California
$1.39M +$259K +1,890 +23%
GEA
116
Glen Eagle Advisors
New Jersey
$1.38M -$22.6K -165 -2%
CFD
117
Creative Financial Designs
Indiana
$1.38M +$136K +994 +11%
CRWM
118
Castle Rock Wealth Management
California
$1.38M -$67.5K -487 -5%
OSNBOA
119
Old Second National Bank of Aurora
Illinois
$1.38M -$52.8K -385 -4%
PCIA
120
Prime Capital Investment Advisors
Kansas
$1.38M -$110K -799 -7%
Mariner
121
Mariner
Kansas
$1.36M +$275K +2,007 +25%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$1.34M +$858K +6,214 +177%
CFGS
123
Concourse Financial Group Securities
Alabama
$1.34M +$454K +3,309 +51%
SG
124
Sharper & Granite
California
$1.33M +$75.3K +549 +6%
CA
125
Cetera Advisors
Colorado
$1.31M -$1.15M -8,406 -47%
3 4
5
6 7