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Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$144M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.3M
3
HP
Hound Partners
New York
$47.3M
4
Osaic Holdings
Osaic Holdings
Arizona
$52M
5
SIS
Strategic Investment Solutions
Illinois
$22.6M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
BCM Advisors
Louisiana
$555K
3
HFRG
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
Morgan Stanley
New York
$103M
5
BFS
Bard Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
176
Glass Jacobson Investment Advisors
Maryland
$787K +$4.46K +35 +0.6%
Comerica Bank
177
Comerica Bank
Texas
$783K +$783K +6,139 New
ICG
178
InterOcean Capital Group
Tennessee
$781K -$12.8K -100 -2%
IFO
179
Independent Family Office
New York
$780K – – –
EWA
180
EP Wealth Advisors
California
$779K -$153K -1,203 -16%
SPC
181
Sigma Planning Corp
Michigan
$771K -$60.6K -475 -7%
TLP
182
Trinity Legacy Partners
Texas
$722K -$756K -5,927 -51%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$717K -$45.4K -356 -6%
KWA
184
Kellett Wealth Advisors
Ohio
$717K +$38.3K +300 +6%
HNB
185
Huntington National Bank
Ohio
$706K -$775K – –
WCM
186
Windham Capital Management
Massachusetts
$696K -$93.7K -735 -12%
FG
187
Foster Group
Iowa
$685K +$17.6K +138 +3%
PNC
188
Park National Corp
Ohio
$684K +$66.2K +519 +11%
SWM
189
Spire Wealth Management
Virginia
$683K -$138K -1,079 -17%
VFG
190
V2 Financial group
Illinois
$676K – – –
FFS
191
Founders Financial Securities
Maryland
$669K +$669K +5,246 New
Baird Financial Group
192
Baird Financial Group
Wisconsin
$669K +$14K +110 +2%
FFC
193
First Financial Corp
Indiana
$667K +$11K +86 +2%
SWA
194
Sax Wealth Advisors
New Jersey
$666K +$3.83K +30 +0.6%
RMAM
195
Raab & Moskowitz Asset Management
New Jersey
$662K +$56.1K +440 +9%
MECA
196
Miller Equity Capital Advisors
Texas
$651K – – –
CSPIA
197
Cary Street Partners Investment Advisory
Virginia
$630K -$243K -1,905 -28%
VA
198
Valmark Advisers
Ohio
$628K -$2.93K -23 -0.5%
SF
199
Synovus Financial
Georgia
$628K -$11.1K -87 -2%
MSFS
200
Main Street Financial Solutions
Pennsylvania
$627K -$163K -1,276 -21%
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