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Vanguard Utilities ETF
VPU

Overview Fund Activity

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K

Top Buyers

1
EWA
EP Wealth Advisors
California
$64.6M
2
FIM
Freedom Investment Management
Connecticut
$10.6M
3
Cerity Partners
Cerity Partners
New York
$7.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$21M
5
PL
Polianta Ltd
Jersey
$8.95M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
3
FMLI
Fukoku Mutual Life Insurance
Japan
$0
4
I
INVST
Indiana
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
151
Windham Capital Management
Massachusetts
$984K +$321K +2,173 +48%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$975K +$80.8K +548 +9%
SWM
153
Spire Wealth Management
Virginia
$972K +$73.9K +501 +8%
MSFS
154
Main Street Financial Solutions
Pennsylvania
$960K +$26.8K +182 +3%
MA
155
Mutual Advisors
Nebraska
$960K +$40.6K +275 +4%
IWM
156
IHT Wealth Management
Illinois
$941K +$41K +278 +5%
TP
157
Tranquility Partners
Tennessee
$920K +$29.8K +202 +3%
SFG
158
Sovereign Financial Group
Connecticut
$917K +$117K +791 +15%
PWMG
159
Pinnacle Wealth Management Group
Michigan
$915K -$489K -3,312 -35%
FB
160
First Bancorp
Maine
$914K – – –
HNB
161
Huntington National Bank
Ohio
$910K -$858K – –
IFO
162
Independent Family Office
New York
$902K – – –
FFC
163
First Financial Corp
Indiana
$871K +$48.7K +330 +6%
LWM
164
Laidlaw Wealth Management
New York
$853K -$43.2K -293 -5%
KIG
165
Kennedy Investment Group
New Jersey
$838K +$69.9K +474 +9%
USCWA
166
U.S. Capital Wealth Advisors
Texas
$813K -$3.69K -25 -0.5%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$807K +$45.7K +310 +6%
ACA
168
Aptus Capital Advisors
Alabama
$797K +$795K +5,388 +35,920%
SF
169
Synovus Financial
Georgia
$790K -$45.7K -310 -5%
VFG
170
V2 Financial group
Illinois
$782K – – –
FG
171
Foster Group
Iowa
$779K +$5.9K +40 +0.8%
GRP
172
Global Retirement Partners
California
$771K -$21.4K -145 -3%
SWA
173
Sax Wealth Advisors
New Jersey
$766K +$4.43K +30 +0.6%
MECA
174
Miller Equity Capital Advisors
Texas
$753K – – –
CCFM
175
Clear Creek Financial Management
Washington
$742K -$35K -237 -5%
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