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Vanguard Utilities ETF

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$1.07M +$13.6K +620 +1%
FFA
152
Founders Financial Alliance
North Carolina
$1.07M +$767 +5 +0.1%
CPSC
153
Carl P. Sherr & Co
Massachusetts
$1.07M +$182K +1,186 +21%
B
154
Bailard
California
$1.05M -$31K -202 -3%
LNC
155
Lincoln National Corp
Pennsylvania
$1.04M +$168K +1,094 +19%
AGP
156
Autumn Glory Partners
Texas
$1.03M +$581K +3,788 +129%
OC
157
Oppenheimer & Co
New York
$985K +$583K +3,802 +145%
MSFS
158
Main Street Financial Solutions
Pennsylvania
$970K -$5.52K -36 -0.6%
MA
159
Mutual Advisors
Nebraska
$956K -$20.2K -132 -2%
FB
160
First Bancorp
Maine
$950K
CA
161
CoreCap Advisors
Michigan
$944K +$27.6K +180 +3%
IFO
162
Independent Family Office
New York
$938K
IWM
163
IHT Wealth Management
Illinois
$936K -$113K -736 -11%
SWM
164
Spire Wealth Management
Virginia
$934K -$9.97K -65 -1%
LWM
165
Laidlaw Wealth Management
New York
$932K +$704K +4,587 +308%
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$929K -$14.1K -92 -1%
TP
167
Tranquility Partners
Tennessee
$925K -$111K -725 -11%
MCC
168
Money Concepts Capital
Florida
$918K +$705K +4,595 +331%
NA
169
NewEdge Advisors
Louisiana
$895K -$46.7K -370 -5%
Comerica Bank
170
Comerica Bank
Texas
$873K
SF
171
Synovus Financial
Georgia
$869K -$3.68K -24 -0.4%
EWA
172
EP Wealth Advisors
California
$862K +$862K +5,618 New
HNB
173
Huntington National Bank
Ohio
$858K -$680K
FFC
174
First Financial Corp
Indiana
$855K +$15.9K +104 +2%
USCWA
175
U.S. Capital Wealth Advisors
Texas
$849K -$52.3K -341 -6%