VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

453 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+21
Holders Change %
+4.86%
% of All Funds
7.17%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
120
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$290M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$234M
4
Osaic Holdings
Osaic Holdings
Arizona
$69.7M
5
Wells Fargo
Wells Fargo
California
$39.6M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
$220K
5
PL
Polianta Ltd
Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
Mutual Advisors
Nebraska
$1.04M -$26.2K -162 -2%
MAS
152
Madden Advisory Services
Florida
$1.02M +$59.9K +370 +6%
MSFS
153
Main Street Financial Solutions
Pennsylvania
$992K +$70.5K +436 +8%
IFO
154
Independent Family Office
New York
$990K – – –
MCC
155
Money Concepts Capital
Florida
$988K +$791K +4,886 +401%
ASN
156
Advisory Services Network
Georgia
$975K +$22.8K +141 +2%
KWA
157
Kellett Wealth Advisors
Ohio
$973K +$97.1K +600 +11%
AAS
158
Avantax Advisory Services
Texas
$957K +$5.16K +32 +0.5%
PA
159
PFG Advisors
Arizona
$945K -$48.7K -301 -5%
SF
160
Synovus Financial
Georgia
$907K -$12.3K -76 -1%
CCFM
161
Clear Creek Financial Management
Washington
$903K -$69.6K -430 -7%
BRWA
162
B. Riley Wealth Advisors
Florida
$901K -$40.6K -251 -4%
SWP
163
Stratos Wealth Partners
Ohio
$894K +$435K +2,690 +95%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$886K +$72.1K +446 +9%
CA
165
CoreCap Advisors
Michigan
$870K +$12.6K +78 +1%
APP
166
Avantax Planning Partners
Iowa
$867K – – –
CPSC
167
Carl P. Sherr & Co
Massachusetts
$852K -$8.9K -55 -1%
IAS
168
Investment Advisory Services
Texas
$849K – – –
CAM
169
Cresset Asset Management
Illinois
$848K +$325K +2,007 +62%
BRC
170
Bell Rock Capital
Delaware
$844K +$8.1K +49 +1%
GRP
171
Global Retirement Partners
California
$843K +$843K +5,241 New
NRI
172
NFP Retirement Inc
California
$829K +$80.1K +495 +11%
MECA
173
Miller Equity Capital Advisors
Texas
$826K – – –
HW
174
Hancock Whitney
Mississippi
$811K -$71.9K -444 -8%
IFWM
175
Institute for Wealth Management
Colorado
$809K +$68.1K +421 +9%
5 6
7
8 9