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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
Arete Wealth Advisors
Illinois
$542M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$67.3M
3
BHB
Bank Hapoalim BM
Israel
$11.7M
4
LPL Financial
LPL Financial
California
$91.5M
5
Morgan Stanley
Morgan Stanley
New York
$160M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$106M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.88M
3
Osaic Holdings
Osaic Holdings
Arizona
$34.7M
4
Wells Fargo
Wells Fargo
California
$26.7M
5
UBS Group
UBS Group
Switzerland
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
126
Bryn Mawr Capital Management
Pennsylvania
$1.51M +$1.51M +9,841 New
MGI
127
MayTech Global Investments
New York
$1.49M +$1.49M +9,716 New
OIA
128
OneDigital Investment Advisors
Kansas
$1.47M +$1.47M +9,604 New
PWMG
129
Pinnacle Wealth Management Group
Michigan
$1.46M +$4.91K +32 +0.3%
CF
130
Centaurus Financial
California
$1.46M +$15K +98 +1%
BEAM
131
Baker Ellis Asset Management
Washington
$1.44M -$30.7K -200 -2%
PFS
132
Prospera Financial Services
Texas
$1.44M -$22.4K -146 -2%
FIM
133
Freedom Investment Management
Connecticut
$1.42M -$595K -3,878 -30%
SG
134
Sharper & Granite
California
$1.39M +$1.39M +9,066 New
ECM
135
Exchange Capital Management
Michigan
$1.37M +$96.9K +632 +8%
SIAP
136
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.37M +$1.09M +7,105 +393%
DADC
137
D.A. Davidson & Co
Montana
$1.36M -$315K -2,053 -19%
AAS
138
Avantax Advisory Services
Texas
$1.34M -$482K -3,142 -26%
EWM
139
Executive Wealth Management
Michigan
$1.31M +$1.05M +6,823 +397%
AFS
140
Axiom Financial Strategies
Indiana
$1.29M +$34.7K +226 +3%
MAS
141
Madden Advisory Services
Florida
$1.29M +$127K +825 +11%
AWM
142
Accel Wealth Management
Iowa
$1.28M +$21.5K +140 +2%
PA
143
PFG Advisors
Arizona
$1.23M +$164K +1,068 +15%
NWMG
144
National Wealth Management Group
Ohio
$1.23M -$184K -1,202 -13%
CFD
145
Creative Financial Designs
Indiana
$1.2M +$83.3K +543 +7%
GWM
146
Gray Wealth Management
Maine
$1.2M +$32.2K +210 +3%
AWM
147
Activest Wealth Management
Florida
$1.19M – – –
Brown Advisory
148
Brown Advisory
Maryland
$1.13M +$1.13M +7,370 New
FPFS
149
First Personal Financial Services
North Carolina
$1.1M -$7.05K -46 -0.6%
WPC
150
Wedmont Private Capital
Pennsylvania
$1.08M -$13.3K -86 -1%
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