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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$273M
2
Bank of America
Bank of America
North Carolina
$121M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.3M
4
UBS Group
UBS Group
Switzerland
$42.6M
5
RAG
RIA Advisory Group
Iowa
$6.93M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$5.58M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$30.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$20.4M
4
SIS
Strategic Investment Solutions
Illinois
$202K
5
HP
Hound Partners
New York
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
176
First Financial Corp
Indiana
$776K +$60K +438 +8%
AFG
177
Altiora Financial Group
Ohio
$774K +$774K +5,650 New
KWA
178
Kellett Wealth Advisors
Ohio
$774K +$3.56K +26 +0.5%
NPFS
179
Novak & Powell Financial Services
Florida
$772K +$772K +5,579 New
PFS
180
Prospera Financial Services
Texas
$767K -$134K -978 -15%
HNB
181
Huntington National Bank
Ohio
$758K -$706K – –
TCWM
182
Total Clarity Wealth Management
Illinois
$735K +$735K +5,365 New
SWA
183
Sax Wealth Advisors
New Jersey
$726K +$10.6K +77 +1%
IWM
184
IHT Wealth Management
Illinois
$709K +$76.1K +555 +12%
JF
185
Joule Financial
Kentucky
$705K -$178K -1,302 -20%
MECA
186
Miller Equity Capital Advisors
Texas
$700K – – –
Comerica Bank
187
Comerica Bank
Texas
$694K -$147K -1,074 -17%
SWM
188
Spire Wealth Management
Virginia
$691K -$13.3K -101 -2%
FHA
189
Flagship Harbor Advisors
Massachusetts
$690K +$94.3K +688 +16%
FG
190
Foster Group
Iowa
$685K – – –
NRI
191
NFP Retirement Inc
California
$683K +$30.3K +221 +5%
EWM
192
Executive Wealth Management
Michigan
$683K -$307K -2,242 -31%
ML
193
McAdam LLC
Pennsylvania
$681K -$206K -1,505 -23%
CA
194
CoreCap Advisors
Michigan
$676K -$2.23M -16,276 -77%
CCFM
195
Clear Creek Financial Management
Washington
$670K +$2.88K +21 +0.4%
WCM
196
Windham Capital Management
Massachusetts
$669K -$79K -576 -11%
VA
197
Valmark Advisers
Ohio
$667K -$7.13K -52 -1%
CSB
198
City State Bank
Iowa
$667K -$2.74K -20 -0.4%
NWMG
199
National Wealth Management Group
Ohio
$662K -$186K -1,360 -22%
VFG
200
V2 Financial group
Illinois
$658K -$68.5K -500 -9%
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