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Vanguard Utilities ETF
VPU

Overview Fund Activity

464 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
54
Increased
167
Reduced
125
Closed
39
Calls
$10.6M
Puts
$3.79M
Net Calls
+$6.84M
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$117M
2
Morgan Stanley
Morgan Stanley
New York
$149M
3
FTS
Fifth Third Securities
Ohio
$12.3M
4
FNC
First National Corp
Massachusetts
$20.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$52.4M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.1M
4
AAS
Ameritas Advisory Services
Nebraska
$1.38M
5
Osaic Holdings
Osaic Holdings
Arizona
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
CoreCap Advisors
Michigan
$912K +$93K +610 +11%
SF
152
Synovus Financial
Georgia
$878K +$23.6K +155 +3%
CPSC
153
Carl P. Sherr & Co
Massachusetts
$848K +$45K +295 +6%
NA
154
NewEdge Advisors
Louisiana
$842K +$842K +5,521 New
SFG
155
Sovereign Financial Group
Connecticut
$839K +$84.5K +555 +11%
FWM
156
Frontier Wealth Management
Missouri
$834K +$834K +5,472 New
LNC
157
Lincoln National Corp
Pennsylvania
$831K +$114K +747 +16%
GRP
158
Global Retirement Partners
California
$830K +$31.8K +209 +4%
CCFM
159
Clear Creek Financial Management
Washington
$824K -$25.9K -170 -3%
APP
160
Avantax Planning Partners
Iowa
$816K -$152 -1 -0%
NRI
161
NFP Retirement Inc
California
$808K +$28.2K +185 +4%
FFC
162
First Financial Corp
Indiana
$804K +$44.6K +293 +6%
IAS
163
Investment Advisory Services
Texas
$799K – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$788K -$46.6K -306 -6%
KWA
165
Kellett Wealth Advisors
Ohio
$783K -$133K -875 -15%
MECA
166
Miller Equity Capital Advisors
Texas
$778K – – –
HW
167
Hancock Whitney
Mississippi
$763K – – –
Citigroup
168
Citigroup
New York
$750K +$77.6K +509 +12%
VA
169
Valmark Advisers
Ohio
$744K -$6.4K -42 -0.9%
IFWM
170
Institute for Wealth Management
Colorado
$732K -$29.6K -194 -4%
VFG
171
V2 Financial group
Illinois
$731K – – –
CSB
172
City State Bank
Iowa
$724K -$3.81K -25 -0.5%
NWA
173
Navis Wealth Advisors
New York
$724K – – –
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$723K -$555K -3,644 -43%
Comerica Bank
175
Comerica Bank
Texas
$722K +$169K +1,120 +31%
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