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Vanguard Utilities ETF
VPU

Overview Fund Activity

463 hedge funds and large institutions have $1.37B invested in Vanguard Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
8.01%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
41
Increased
155
Reduced
128
Closed
37
Calls
$7.9M
Puts
$4.21M
Net Calls
+$3.69M
Net Calls Change
-$3.14M

Top Buyers

1
BA
BCM Advisors
Louisiana
$28M
2
Bank of America
Bank of America
North Carolina
$128M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.3M
5
Wells Fargo
Wells Fargo
California
$32.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$3.39M
2
Nomura Asset Management
Nomura Asset Management
Japan
$2.19M
3
GB
Gunma Bank
Japan
$0
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.9M
5
SA
Shilanski & Associates
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
176
First Financial Corp
Indiana
$778K +$27.7K +195 +4%
SFG
177
Sovereign Financial Group
Connecticut
$765K -$18.5K -130 -2%
LIM
178
Leavell Investment Management
Alabama
$765K +$349K +2,432 +84%
APP
179
Avantax Planning Partners
Iowa
$762K – – –
Citigroup
180
Citigroup
New York
$762K +$61.8K +434 +9%
CCFM
181
Clear Creek Financial Management
Washington
$751K -$18.2K -128 -2%
IAS
182
Investment Advisory Services
Texas
$746K – – –
MECA
183
Miller Equity Capital Advisors
Texas
$726K – – –
FG
184
Foster Group
Iowa
$711K +$40.6K +285 +6%
VA
185
Valmark Advisers
Ohio
$702K +$7.82K +55 +1%
VFG
186
V2 Financial group
Illinois
$683K – – –
HNB
187
Huntington National Bank
Ohio
$680K -$704K – –
NWA
188
Navis Wealth Advisors
New York
$676K – – –
CSB
189
City State Bank
Iowa
$675K -$1.57K -11 -0.2%
NRI
190
NFP Retirement Inc
California
$660K -$94.8K -666 -13%
SWA
191
Sax Wealth Advisors
New Jersey
$654K -$5.26K -37 -0.8%
KWA
192
Kellett Wealth Advisors
Ohio
$647K -$102K -700 -14%
Neuberger Berman Group
193
Neuberger Berman Group
New York
$642K +$299K +2,102 +87%
WCM
194
Windham Capital Management
Massachusetts
$640K -$242K -1,702 -27%
VWA
195
Visionary Wealth Advisors
Illinois
$640K +$295K +2,073 +85%
MCM
196
MAI Capital Management
Ohio
$631K +$96.5K +678 +18%
RMAM
197
Raab & Moskowitz Asset Management
New Jersey
$626K -$12.8K -90 -2%
HKIMG
198
Hutchens & Kramer Investment Management Group
Indiana
$624K -$1.53M -10,444 -71%
CFP
199
Curran Financial Partners
South Carolina
$597K -$481K -3,384 -45%
TFP
200
Tilia Fiduciary Partners
North Carolina
$592K +$592K +4,271 New
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