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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.

New
Increased
Maintained
Reduced
Closed
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
EP Wealth Advisors
California
$64.6M
2
FIM
Freedom Investment Management
Connecticut
$10.6M
3
Cerity Partners
Cerity Partners
New York
$7.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$21M
5
PL
Polianta Ltd
Jersey
$8.95M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
3
FMLI
Fukoku Mutual Life Insurance
Japan
$0
4
I
INVST
Indiana
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
126
Exchange Capital Management
Michigan
$1.29M -$23.3K -158 -2%
AFS
127
Axiom Financial Strategies
Indiana
$1.29M +$40K +271 +3%
FIA
128
Foundations Investment Advisors
Arizona
$1.25M +$1.25M +8,463 New
MAS
129
Madden Advisory Services
Florida
$1.25M +$4.13K +28 +0.3%
PA
130
PFG Advisors
Arizona
$1.23M +$47.4K +321 +4%
AWM
131
Accel Wealth Management
Iowa
$1.23M +$148 +1 +0%
EWM
132
Executive Wealth Management
Michigan
$1.21M -$45.4K -308 -4%
Mariner
133
Mariner
Kansas
$1.2M -$430K -2,917 -26%
VWA
134
Visionary Wealth Advisors
Illinois
$1.18M +$889K +6,026 +305%
NWMG
135
National Wealth Management Group
Ohio
$1.18M -$21.4K -143 -2%
Renaissance Technologies
136
Renaissance Technologies
New York
$1.17M +$1.17M +7,900 New
TF
137
TIAA FSB
Florida
$1.15M -$449K -3,047 -28%
GWM
138
Gray Wealth Management
Maine
$1.11M -$45K -305 -4%
CFD
139
Creative Financial Designs
Indiana
$1.08M -$77.7K -527 -7%
PFS
140
Prospera Financial Services
Texas
$1.07M -$315K -2,134 -23%
WPC
141
Wedmont Private Capital
Pennsylvania
$1.06M -$303 -2 -0%
FPFS
142
First Personal Financial Services
North Carolina
$1.04M -$19.3K -131 -2%
TC
143
TAP Consulting
Missouri
$1.04M +$299K +2,029 +41%
AWM
144
Axxcess Wealth Management
California
$1.03M +$317K +2,152 +44%
FFA
145
Founders Financial Alliance
North Carolina
$1.03M +$295 +2 +0%
BCM
146
Brookstone Capital Management
Illinois
$1.02M -$472K -3,136 -32%
B
147
Bailard
California
$1.02M +$7.38K +50 +0.7%
LNC
148
Lincoln National Corp
Pennsylvania
$1.01M +$11.7K +79 +1%
EH
149
Equitable Holdings
New York
$1.01M +$301K +2,038 +42%
CPSC
150
Carl P. Sherr & Co
Massachusetts
$986K -$41.3K -280 -4%
4 5
6
7 8