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Vanguard Utilities ETF
VPU

Overview Fund Activity

486 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.

Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
44
Increased
119
Reduced
177
Closed
38
Calls
$6.09M
Puts
$3.73M
Net Calls
+$2.36M
Net Calls Change
-$5.09M

Top Buyers

1
HP
1
Hound Partners
New York
$21.1M
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$14.7M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$10.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$6.95M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$745K
2
BHB
2
Bank Hapoalim BM
Israel
$0
3
PL
3
Polianta Ltd
Jersey
$0
4
SIS
4
Strategic Investment Solutions
Illinois
$489K
5
SWA
5
Stratos Wealth Advisors
Ohio
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
151
Ameritas Advisory Services
Nebraska
$942K -$467K -3,294 -33%
MA
152
Mutual Advisors
Nebraska
$942K +$16.1K +113 +2%
B
153
Bailard
California
$934K -$49K -345 -5%
SPC
154
Sigma Planning Corp
Michigan
$927K -$653K -4,596 -41%
GIM
155
Guild Investment Management
California
$920K +$920K +6,420 New
SWM
156
Spire Wealth Management
Virginia
$915K -$22K -155 -2%
TP
157
Tranquility Partners
Tennessee
$886K – – –
ICG
158
InterOcean Capital Group
Tennessee
$885K +$885K +6,223 New
FB
159
First Bancorp
Maine
$881K – – –
MSFS
160
Main Street Financial Solutions
Pennsylvania
$881K -$44.9K -316 -5%
WCM
161
Windham Capital Management
Massachusetts
$880K -$68.8K -484 -7%
AWM
162
Axxcess Wealth Management
California
$877K -$119K -840 -12%
KIG
163
Kennedy Investment Group
New Jersey
$874K +$66.4K +467 +8%
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$872K +$872K +6,134 New
JF
165
Joule Financial
Kentucky
$872K +$872K +6,085 New
IFO
166
Independent Family Office
New York
$870K – – –
RFM
167
Royal Fund Management
Florida
$861K +$193K +1,360 +29%
EH
168
Equitable Holdings
New York
$860K -$111K -784 -11%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$850K +$72.4K +509 +9%
OIA
170
OneDigital Investment Advisors
Kansas
$826K -$500K -3,516 -38%
LWM
171
Laidlaw Wealth Management
New York
$813K -$9.81K -69 -1%
BSW
172
Buckingham Strategic Wealth
Missouri
$788K +$254K +1,787 +48%
HNB
173
Huntington National Bank
Ohio
$775K -$910K – –
KWA
174
Kellett Wealth Advisors
Ohio
$756K +$175K +1,230 +30%
VFG
175
V2 Financial group
Illinois
$754K – – –
5 6
7
8 9