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Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$91.3M
3
HP
3
Hound Partners
New York
$47.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$52M
5
SIS
5
Strategic Investment Solutions
Illinois
$22.6M

Top Sellers

1
PCH
1
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
2
BCM Advisors
Louisiana
$555K
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
4
Morgan Stanley
New York
$103M
5
BFS
5
Bard Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
151
Axiom Financial Strategies
Indiana
$931K -$141K -1,107 -13%
EWM
152
Executive Wealth Management
Michigan
$921K -$50.1K -393 -5%
BCM
153
Brookstone Capital Management
Illinois
$921K +$26.5K +209 +3%
MA
154
Mutual Advisors
Nebraska
$912K +$66.8K +524 +8%
CS
155
Comerica Securities
Michigan
$907K -$1.58M -12,278 -64%
SWP
156
Stratos Wealth Partners
Ohio
$892K +$494K +3,871 +124%
FFA
157
Founders Financial Alliance
North Carolina
$890K +$255 +2 +0%
CPSC
158
Carl P. Sherr & Co
Massachusetts
$889K +$5.1K +40 +0.6%
KIG
159
Kennedy Investment Group
New Jersey
$882K +$97.6K +765 +12%
TIAA Trust, National Association
160
TIAA Trust, National Association
North Carolina
$867K +$867K +6,795 New
Barclays
161
Barclays
United Kingdom
$862K +$862K +6,761 New
EH
162
Equitable Holdings
New York
$856K +$84.6K +663 +11%
WPC
163
Wedmont Private Capital
Pennsylvania
$854K -$117K -932 -12%
OPS
164
Orion Portfolio Solutions
Nebraska
$853K +$542K +4,248 +174%
BCI
165
Brinker Capital Investments
Pennsylvania
$853K +$542K +4,248 +174%
FPFS
166
First Personal Financial Services
North Carolina
$843K -$51.8K -406 -6%
PFS
167
Prospera Financial Services
Texas
$839K -$47K -368 -5%
CFGS
168
Concourse Financial Group Securities
Alabama
$832K +$282K +2,193 +51%
JF
169
Joule Financial
Kentucky
$830K +$46.3K +360 +6%
ML
170
McAdam LLC
Pennsylvania
$825K -$516K -4,043 -38%
GIM
171
Guild Investment Management
California
$816K -$10.3K -80 -1%
TP
172
Tranquility Partners
Tennessee
$815K +$19.5K +153 +2%
PA
173
PFG Advisors
Arizona
$814K -$238K -1,869 -23%
FB
174
First Bancorp
Maine
$790K – – –
NWMG
175
National Wealth Management Group
Ohio
$790K -$84.9K -666 -10%
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7
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