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Vanguard Utilities ETF
VPU

Overview Fund Activity

464 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
54
Increased
167
Reduced
125
Closed
39
Calls
$10.6M
Puts
$3.79M
Net Calls
+$6.84M
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$117M
2
Morgan Stanley
Morgan Stanley
New York
$149M
3
FTS
Fifth Third Securities
Ohio
$12.3M
4
FNC
First National Corp
Massachusetts
$20.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$52.4M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.1M
4
AAS
Ameritas Advisory Services
Nebraska
$1.38M
5
Osaic Holdings
Osaic Holdings
Arizona
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
126
55I LLC
Massachusetts
$1.17M -$10.5K -69 -0.9%
KC
127
Kinloch Capital
Virginia
$1.16M -$1.83K -12 -0.2%
CFP
128
Curran Financial Partners
South Carolina
$1.16M -$2.75M -18,058 -70%
SIAG
129
Safeguard Investment Advisory Group
California
$1.13M – – –
USCWA
130
U.S. Capital Wealth Advisors
Texas
$1.13M +$43.3K +284 +4%
B
131
Bailard
California
$1.12M -$64.8K -425 -5%
TF
132
TIAA FSB
Florida
$1.12M +$1.12M +7,353 New
CA
133
Cetera Advisors
Colorado
$1.12M +$52.6K +345 +5%
GWM
134
Gray Wealth Management
Maine
$1.11M +$124K +812 +13%
FPFS
135
First Personal Financial Services
North Carolina
$1.11M -$1.68K -11 -0.2%
MAS
136
Madden Advisory Services
Florida
$1.11M +$141K +928 +15%
Citadel Advisors
137
Citadel Advisors
Florida
$1.09M -$166K -1,090 -13%
WPC
138
Wedmont Private Capital
Pennsylvania
$1.08M -$60.2K -395 -5%
FFA
139
Founders Financial Alliance
North Carolina
$1.06M +$305 +2 +0%
SWM
140
Spire Wealth Management
Virginia
$1.04M +$2.74K +18 +0.3%
TP
141
Tranquility Partners
Tennessee
$1.03M +$25.6K +168 +3%
BRWA
142
B. Riley Wealth Advisors
Florida
$998K +$149K +979 +18%
MSFS
143
Main Street Financial Solutions
Pennsylvania
$972K +$37.5K +246 +4%
ACP
144
Aveo Capital Partners
Colorado
$971K +$553K +3,628 +132%
MA
145
Mutual Advisors
Nebraska
$948K -$30.5K -200 -3%
WCM
146
Windham Capital Management
Massachusetts
$945K +$249K +1,632 +36%
PA
147
PFG Advisors
Arizona
$936K +$46K +302 +5%
FIM
148
Freedom Investment Management
Connecticut
$933K +$559K +3,668 +150%
I2I
149
Insight 2811 Inc
Illinois
$913K +$599K +3,934 +191%
AAS
150
Avantax Advisory Services
Texas
$912K +$6.86K +45 +0.8%
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