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Vanguard Utilities ETF
VPU

Overview Fund Activity

453 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+21
Holders Change %
+4.86%
% of All Funds
7.17%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
120
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$290M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$234M
4
Osaic Holdings
Osaic Holdings
Arizona
$69.7M
5
Wells Fargo
Wells Fargo
California
$39.6M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
$220K
5
PL
Polianta Ltd
Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
201
Bartlett & Co Wealth Management
Ohio
$631K -$3.88K -24 -0.6%
BC
202
Bartlett & Co
Ohio
$631K -$3.88K -24 -0.6%
TC
203
Tatro Capital
Kentucky
$621K -$1.09M -6,750 -64%
BCM
204
Brookstone Capital Management
Illinois
$612K -$1.16M -7,046 -65%
EWA
205
EP Wealth Advisors
California
$612K +$612K +3,780 New
Comerica Bank
206
Comerica Bank
Texas
$609K +$183K +1,098 +43%
SPIA
207
Steward Partners Investment Advisory
New York
$596K +$385K +2,378 +182%
MMA
208
Miracle Mile Advisors
California
$584K +$809 +5 +0.1%
AGP
209
Autumn Glory Partners
Texas
$582K +$107K +661 +23%
HPWA
210
Hall Private Wealth Advisors
North Carolina
$575K – – –
EFS
211
Essex Financial Services
Connecticut
$575K +$60.7K +375 +12%
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
$559K +$559K +3,457 New
FCFC
213
First Commonwealth Financial Corp
Pennsylvania
$556K – – –
RIL
214
Rothschild Investment LLC
Illinois
$553K -$24.3K -150 -4%
BCA
215
Bay Colony Advisors
Massachusetts
$551K -$66.2K -409 -11%
MFW
216
Meristem Family Wealth
Minnesota
$551K – – –
IWM
217
IHT Wealth Management
Illinois
$535K +$3.4K +21 +0.6%
AA
218
Ancora Advisors
Ohio
$526K – – –
RJT
219
Raymond James Trust
Florida
$525K -$364K -2,248 -41%
MWM
220
Meridian Wealth Management
Kentucky
$518K – – –
VHAM
221
Van Hulzen Asset Management
California
$498K +$4.21K +26 +0.9%
MIH
222
Meitav Investment House
Israel
$485K – – –
MWM
223
Modera Wealth Management
New Jersey
$479K +$268K +1,656 +127%
SB
224
Strategic Blueprint
Georgia
$477K -$21.2K -131 -4%
MG
225
Mather Group
Illinois
$477K +$477K +2,947 New
7 8
9
10 11