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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$273M
2
Bank of America
Bank of America
North Carolina
$121M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.3M
4
UBS Group
UBS Group
Switzerland
$42.6M
5
RAG
RIA Advisory Group
Iowa
$6.93M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$5.58M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$30.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$20.4M
4
SIS
Strategic Investment Solutions
Illinois
$202K
5
HP
Hound Partners
New York
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
151
Kennedy Investment Group
New Jersey
$959K +$11.8K +86 +1%
WPC
152
Wedmont Private Capital
Pennsylvania
$958K – – –
PPP
153
Private Portfolio Partners
New Jersey
$955K +$436K +3,183 +84%
GIM
154
Guild Investment Management
California
$942K +$72.6K +530 +8%
PNC
155
Park National Corp
Ohio
$924K +$188K +1,375 +26%
SWP
156
Stratos Wealth Partners
Ohio
$916K -$42.5K -310 -4%
JIC
157
Johnson Investment Counsel
Ohio
$912K +$912K +6,656 New
FPFS
158
First Personal Financial Services
North Carolina
$899K -$7.13K -52 -0.8%
SCM
159
Steele Capital Management
Iowa
$897K +$897K +6,541 New
ACS
160
Archford Capital Strategies
Illinois
$889K +$889K +6,487 New
FFA
161
Founders Financial Alliance
North Carolina
$888K -$68.3K -498 -7%
FB
162
First Bancorp
Maine
$865K +$16K +117 +2%
EH
163
Equitable Holdings
New York
$847K -$73.7K -538 -8%
HF
164
HRT Financial
New York
$844K +$844K +6,161 New
IFO
165
Independent Family Office
New York
$838K – – –
ICG
166
InterOcean Capital Group
Tennessee
$838K -$1.37K -10 -0.2%
TIAA Trust, National Association
167
TIAA Trust, National Association
North Carolina
$818K -$113K -825 -12%
AWM
168
Accel Wealth Management
Iowa
$812K -$250K -1,826 -24%
GWM
169
Gray Wealth Management
Maine
$801K -$219K -1,596 -21%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$794K +$656K +4,780 +474%
ASN
171
Advisory Services Network
Georgia
$787K +$193K +1,411 +33%
PA
172
PFG Advisors
Arizona
$781K -$93.9K -685 -11%
MA
173
Mutual Advisors
Nebraska
$780K -$199K -1,455 -20%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$778K +$7.27K +53 +0.9%
TLP
175
Trinity Legacy Partners
Texas
$777K +$822 +6 +0.1%
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