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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.

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 %
Barclays
126
Barclays
United Kingdom
$1.27M +$338K +2,467 +36%
RFM
127
Royal Fund Management
Florida
$1.25M +$189K +1,374 +18%
LNC
128
Lincoln National Corp
Pennsylvania
$1.25M +$80.3K +586 +7%
ADL
129
Asset Dedication LLC
California
$1.23M -$38.8K -284 -3%
DFG
130
Delta Financial Group
New Jersey
$1.21M +$760K +5,543 +171%
CTC
131
Central Trust Company
Missouri
$1.2M – – –
CIA
132
Compass Ion Advisors
Pennsylvania
$1.19M +$69.6K +508 +6%
CF
133
Centaurus Financial
California
$1.19M -$42.2K -308 -3%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$1.19M – – –
COCM
135
Charter Oak Capital Management
New Hampshire
$1.18M -$144K -1,047 -11%
CAG
136
Csenge Advisory Group
Florida
$1.18M +$737K +5,380 +167%
CFP
137
Curran Financial Partners
South Carolina
$1.16M +$811K +6,263 +234%
SFG
138
Sovereign Financial Group
Connecticut
$1.14M +$47.7K +348 +4%
BEAM
139
Baker Ellis Asset Management
Washington
$1.12M -$68.5K -500 -6%
RMAM
140
Raab & Moskowitz Asset Management
New Jersey
$1.04M +$326K +2,381 +46%
GJIA
141
Glass Jacobson Investment Advisors
Maryland
$1.03M +$188K +1,374 +22%
TP
142
Tranquility Partners
Tennessee
$1.02M +$141K +1,027 +16%
GCP
143
GSA Capital Partners
United Kingdom
$1.01M +$660K +4,816 +186%
Bessemer Group
144
Bessemer Group
New Jersey
$1.01M – – –
AFS
145
Axiom Financial Strategies
Indiana
$1.01M +$5.62K +41 +0.6%
CI
146
CX Institutional
Indiana
$998K +$998K +7,277 New
SRWM
147
Shira Ridge Wealth Management
California
$985K -$1.7M -12,373 -63%
CPSC
148
Carl P. Sherr & Co
Massachusetts
$978K +$22.3K +163 +2%
OIA
149
OneDigital Investment Advisors
Kansas
$961K +$344K +2,510 +56%
BCM
150
Brookstone Capital Management
Illinois
$959K -$37.3K -272 -4%
4 5
6
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