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Vanguard Utilities ETF
VPU

Overview Fund Activity

432 hedge funds and large institutions have $1.52B invested in Vanguard Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 154 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+52
Holders Change %
+13.68%
% of All Funds
6.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
93
Increased
154
Reduced
87
Closed
33
Calls
$5.67M
Puts
$2.58M
Net Calls
+$3.09M
Net Calls Change
+$2.86M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$37.3M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.4M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$11.1M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.73M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$52.9M
2
Citigroup
Citigroup
New York
-$50.8M
3
JWCA
J.W. Cole Advisors
Florida
-$16.3M
4
HF
HRT Financial
New York
-$4.32M
5
GB
Gunma Bank
Japan
-$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
176
HB Wealth Management
Georgia
$671K +$671K +4,288 New
BSW
177
Buckingham Strategic Wealth
Missouri
$663K -$21.8K -139 -3%
MCM
178
MAI Capital Management
Ohio
$657K +$657K +4,203 New
FG
179
Foster Group
Iowa
$642K +$40.8K +261 +7%
CSB
180
City State Bank
Iowa
$638K +$638K +4,080 New
ACA
181
Atlas Capital Advisors
Wyoming
$636K -$173K -1,109 -21%
PAMG
182
Patton Albertson Miller Group
Tennessee
$621K – – –
BCWM
183
Bartlett & Co Wealth Management
Ohio
$614K – – –
BC
184
Bartlett & Co
Ohio
$614K – – –
CSIA
185
Conrad Siegel Investment Advisors
Pennsylvania
$612K +$612K +4,400 New
CFGS
186
Concourse Financial Group Securities
Alabama
$601K +$13.3K +85 +2%
BCA
187
Bay Colony Advisors
Massachusetts
$596K +$2.19K +14 +0.4%
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$592K +$335K +2,140 +130%
RMAM
189
Raab & Moskowitz Asset Management
New Jersey
$591K +$103K +658 +21%
EA
190
Eudaimonia Advisors
Tennessee
$582K +$582K +3,719 New
MMA
191
Miracle Mile Advisors
California
$564K +$1.57K +10 +0.3%
HIS
192
Horizon Investment Services
Indiana
$559K +$1.41K +9 +0.3%
RIL
193
Rothschild Investment LLC
Illinois
$558K -$90K -575 -14%
HPWA
194
Hall Private Wealth Advisors
North Carolina
$556K – – –
RFC
195
Regions Financial Corp
Alabama
$547K -$231K -1,474 -30%
PFS
196
Prospera Financial Services
Texas
$544K +$544K +3,476 New
FCFC
197
First Commonwealth Financial Corp
Pennsylvania
$537K – – –
MFW
198
Meristem Family Wealth
Minnesota
$532K – – –
IWM
199
IHT Wealth Management
Illinois
$514K -$36.5K -233 -7%
SIAG
200
Safeguard Investment Advisory Group
California
$512K +$512K +3,274 New
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