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Vanguard Utilities ETF
VPU

Overview Fund Activity

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K

Top Buyers

1
EWA
EP Wealth Advisors
California
$64.6M
2
FIM
Freedom Investment Management
Connecticut
$10.6M
3
Cerity Partners
Cerity Partners
New York
$7.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$21M
5
PL
Polianta Ltd
Jersey
$8.95M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
3
FMLI
Fukoku Mutual Life Insurance
Japan
$0
4
I
INVST
Indiana
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
176
Investment Advisory Services
Texas
$740K -$33.9K -230 -4%
Citigroup
177
Citigroup
New York
$740K -$4.28K -29 -0.6%
VA
178
Valmark Advisers
Ohio
$737K +$10.2K +69 +1%
NRI
179
NFP Retirement Inc
California
$713K +$8.41K +57 +1%
OC
180
Oppenheimer & Co
New York
$711K -$236K -1,598 -25%
PNC
181
Park National Corp
Ohio
$703K +$20.9K +142 +3%
NWA
182
Navis Wealth Advisors
New York
$701K – – –
TFP
183
Tilia Fiduciary Partners
North Carolina
$694K -$885 -6 -0.1%
RFM
184
Royal Fund Management
Florida
$693K +$355K +2,403 +105%
CSB
185
City State Bank
Iowa
$690K -$14.7K -100 -2%
LIM
186
Leavell Investment Management
Alabama
$677K -$96.2K -652 -12%
IFA
187
Interactive Financial Advisors
Illinois
$674K +$44.7K +303 +7%
CFGS
188
Concourse Financial Group Securities
Alabama
$666K +$31.1K +211 +5%
Neuberger Berman Group
189
Neuberger Berman Group
New York
$662K -$16.4K -111 -2%
SC
190
Swan Capital
Florida
$661K +$661K +4,482 New
NA
191
NewEdge Advisors
Louisiana
$653K -$394K -2,669 -38%
SM
192
Sweeney & Michel
California
$647K +$647K +4,539 New
WWM
193
Western Wealth Management
Colorado
$641K +$106K +717 +20%
ACP
194
Aveo Capital Partners
Colorado
$633K -$134K -909 -17%
CAM
195
Cresset Asset Management
Illinois
$623K +$623K +4,226 New
RMAM
196
Raab & Moskowitz Asset Management
New Jersey
$607K -$17.9K -121 -3%
Nomura Asset Management
197
Nomura Asset Management
Japan
$605K -$974K -6,600 -62%
KWA
198
Kellett Wealth Advisors
Ohio
$603K -$51.6K -350 -8%
CCB
199
Country Club Bank
Missouri
$601K – – –
HW
200
Hancock Whitney
Mississippi
$600K – – –
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