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Vanguard Utilities ETF
VPU

Overview Fund Activity

464 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
54
Increased
167
Reduced
125
Closed
39
Calls
$10.6M
Puts
$3.79M
Net Calls
+$6.84M
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$117M
2
Morgan Stanley
Morgan Stanley
New York
$149M
3
FTS
Fifth Third Securities
Ohio
$12.3M
4
FNC
First National Corp
Massachusetts
$20.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$52.4M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.1M
4
AAS
Ameritas Advisory Services
Nebraska
$1.38M
5
Osaic Holdings
Osaic Holdings
Arizona
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
176
MGO One Seven
Ohio
$721K +$287K +1,886 +66%
FB
177
First Bancorp
Maine
$720K +$294K +1,932 +69%
FG
178
Foster Group
Iowa
$718K +$34.9K +229 +5%
CAM
179
Cresset Asset Management
Illinois
$708K -$90.4K -593 -11%
SWA
180
Sax Wealth Advisors
New Jersey
$706K +$3.96K +26 +0.6%
HNB
181
Huntington National Bank
Ohio
$704K -$414K – –
RMAM
182
Raab & Moskowitz Asset Management
New Jersey
$684K +$69.8K +459 +11%
AssetMark Inc
183
AssetMark Inc
California
$675K -$486K -3,192 -42%
BF
184
BOK Financial
Oklahoma
$659K +$152 +1 +0%
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$641K +$287K +1,885 +81%
WWM
186
Western Wealth Management
Colorado
$622K -$14.9K -98 -2%
HF
187
HRT Financial
New York
$621K -$1.99M -13,082 -76%
CFGS
188
Concourse Financial Group Securities
Alabama
$619K +$6.55K +43 +1%
BSW
189
Buckingham Strategic Wealth
Missouri
$616K +$305 +2 +0%
EWA
190
EP Wealth Advisors
California
$616K +$40.2K +264 +7%
CSIA
191
Conrad Siegel Investment Advisors
Pennsylvania
$613K -$47.1K -309 -7%
EA
192
Eudaimonia Advisors
Tennessee
$613K +$4.73K +31 +0.8%
SWP
193
Stratos Wealth Partners
Ohio
$601K -$241K -1,581 -29%
Manulife (Manufacturers Life Insurance)
194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$599K -$795K -5,220 -57%
HIS
195
Horizon Investment Services
Indiana
$595K -$29.3K -192 -5%
BCWM
196
Bartlett & Co Wealth Management
Ohio
$594K – – –
BC
197
Bartlett & Co
Ohio
$594K – – –
JF
198
Joule Financial
Kentucky
$586K +$586K +3,849 New
FTUS
199
Flow Traders U.S.
New York
$578K -$1.4M -9,184 -71%
MCM
200
MAI Capital Management
Ohio
$572K -$67.9K -446 -11%
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