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Vanguard Utilities ETF
VPU

Overview Fund Activity

453 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+21
Holders Change %
+4.86%
% of All Funds
7.17%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
120
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$290M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$234M
4
Osaic Holdings
Osaic Holdings
Arizona
$69.7M
5
Wells Fargo
Wells Fargo
California
$39.6M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
$220K
5
PL
Polianta Ltd
Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
176
First Financial Corp
Indiana
$807K -$28.3K -175 -3%
SFG
177
Sovereign Financial Group
Connecticut
$802K +$46.1K +285 +6%
VA
178
Valmark Advisers
Ohio
$797K +$71K +439 +10%
ACA
179
Atlas Capital Advisors
Wyoming
$790K +$132K +814 +20%
VFG
180
V2 Financial group
Illinois
$777K – – –
CSB
181
City State Bank
Iowa
$774K +$113K +700 +17%
NWA
182
Navis Wealth Advisors
New York
$769K – – –
LNC
183
Lincoln National Corp
Pennsylvania
$762K +$24.3K +150 +3%
SWA
184
Sax Wealth Advisors
New Jersey
$746K +$3.88K +24 +0.5%
WCM
185
Windham Capital Management
Massachusetts
$739K -$58.1K -359 -7%
FG
186
Foster Group
Iowa
$725K +$61.3K +379 +9%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$718K +$645K +3,988 +890%
Citigroup
188
Citigroup
New York
$714K -$475K -2,933 -40%
MC
189
Matisse Capital
Oregon
$712K – – –
CSIA
190
Conrad Siegel Investment Advisors
Pennsylvania
$701K -$10.8K -67 -2%
BF
191
BOK Financial
Oklahoma
$700K +$4.85K +30 +0.7%
MCM
192
MAI Capital Management
Ohio
$680K – – –
WWM
193
Western Wealth Management
Colorado
$676K +$399K +2,465 +144%
HIS
194
Horizon Investment Services
Indiana
$663K +$84.5K +522 +15%
AWM
195
Axxcess Wealth Management
California
$662K -$72.9K -450 -10%
BSW
196
Buckingham Strategic Wealth
Missouri
$654K -$32.1K -198 -5%
RMAM
197
Raab & Moskowitz Asset Management
New Jersey
$653K +$41.6K +257 +7%
CFGS
198
Concourse Financial Group Securities
Alabama
$650K +$28.1K +174 +5%
EA
199
Eudaimonia Advisors
Tennessee
$646K +$43.9K +271 +7%
PAMG
200
Patton Albertson Miller Group
Tennessee
$633K -$9.39K -58 -1%
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