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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$542M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$67.3M
3
BHB
Bank Hapoalim BM
Israel
$11.7M
4
LPL Financial
LPL Financial
California
$91.5M
5
Morgan Stanley
Morgan Stanley
New York
$160M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$106M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.88M
3
Osaic Holdings
Osaic Holdings
Arizona
$34.7M
4
Wells Fargo
Wells Fargo
California
$26.7M
5
UBS Group
UBS Group
Switzerland
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
176
Sovereign Financial Group
Connecticut
$832K +$6.59K +43 +0.8%
GJIA
177
Glass Jacobson Investment Advisors
Maryland
$823K +$823K +5,366 New
GRP
178
Global Retirement Partners
California
$822K -$35.7K -233 -4%
VFG
179
V2 Financial group
Illinois
$813K +$76.7K +500 +10%
CCFM
180
Clear Creek Financial Management
Washington
$807K -$2.45K -16 -0.3%
IAS
181
Investment Advisory Services
Texas
$804K – – –
FG
182
Foster Group
Iowa
$804K +$37.6K +245 +5%
LIM
183
Leavell Investment Management
Alabama
$803K -$14.3K -93 -2%
KIG
184
Kennedy Investment Group
New Jersey
$798K +$798K +5,206 New
ACP
185
Aveo Capital Partners
Colorado
$798K -$307K -2,003 -28%
SWA
186
Sax Wealth Advisors
New Jersey
$791K +$86.2K +562 +12%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$791K -$75.8K -494 -9%
MECA
188
Miller Equity Capital Advisors
Texas
$783K – – –
Citigroup
189
Citigroup
New York
$773K -$47.8K -312 -6%
TC
190
TAP Consulting
Missouri
$765K +$765K +4,991 New
BFG
191
Bleakley Financial Group
New Jersey
$761K +$761K +4,962 New
VA
192
Valmark Advisers
Ohio
$755K -$1.99K -13 -0.3%
AWM
193
Axxcess Wealth Management
California
$745K -$1.22M -7,940 -62%
EH
194
Equitable Holdings
New York
$736K +$354K +2,311 +93%
CSB
195
City State Bank
Iowa
$733K +$5.37K +35 +0.7%
NRI
196
NFP Retirement Inc
California
$732K +$20.7K +135 +3%
NWA
197
Navis Wealth Advisors
New York
$729K – – –
I2I
198
Insight 2811 Inc
Illinois
$727K -$278K -1,812 -28%
TFP
199
Tilia Fiduciary Partners
North Carolina
$722K +$67K +437 +10%
PNC
200
Park National Corp
Ohio
$709K +$709K +4,626 New
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