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Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$91.3M
3
HP
3
Hound Partners
New York
$47.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$52M
5
SIS
5
Strategic Investment Solutions
Illinois
$22.6M

Top Sellers

1
PCH
1
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
2
BCM Advisors
Louisiana
$555K
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
4
Morgan Stanley
New York
$103M
5
BFS
5
Bard Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
126
Castle Rock Wealth Management
California
$1.28M +$16.4K +133 +1%
COCM
127
Charter Oak Capital Management
New Hampshire
$1.23M -$32K -251 -3%
ADL
128
Asset Dedication LLC
California
$1.19M -$89.8K -705 -7%
PPWM
129
PFG Private Wealth Management
Florida
$1.17M -$477K -3,737 -29%
SG
130
Sharper & Granite
California
$1.17M +$25.5K +200 +2%
CFD
131
Creative Financial Designs
Indiana
$1.16M +$187K +1,470 +19%
CF
132
Centaurus Financial
California
$1.15M +$120K +943 +12%
ECM
133
Exchange Capital Management
Michigan
$1.14M +$14K +110 +1%
CTC
134
Central Trust Company
Missouri
$1.11M -$110K -862 -9%
BEAM
135
Baker Ellis Asset Management
Washington
$1.11M -$25.5K -200 -2%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$1.1M +$487K +3,821 +79%
LNC
137
Lincoln National Corp
Pennsylvania
$1.09M +$79.8K +626 +8%
FA
138
Flagstar Advisors
New York
$1.07M +$137K +1,065 +15%
TC
139
TAP Consulting
Missouri
$1.06M +$59.7K +468 +6%
B
140
Bailard
California
$1.05M +$210K +1,645 +25%
CIA
141
Compass Ion Advisors
Pennsylvania
$1.04M +$1.04M +8,186 New
PWG
142
Private Wealth Group
Florida
$1.02M -$774K -6,072 -43%
SC
143
Swan Capital
Florida
$1.01M +$1.01M +7,956 New
SFG
144
Sovereign Financial Group
Connecticut
$1.01M +$45.7K +358 +5%
Mariner
145
Mariner
Kansas
$1.01M +$4.72K +37 +0.5%
SIAP
146
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.01M -$63.8K -500 -6%
AWM
147
Accel Wealth Management
Iowa
$988K -$10.7K -84 -1%
RFM
148
Royal Fund Management
Florida
$984K +$211K +1,658 +27%
GWM
149
Gray Wealth Management
Maine
$948K -$70.9K -556 -7%
Bessemer Group
150
Bessemer Group
New Jersey
$937K +$510K +4,000 +119%
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6
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