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Vanguard Utilities ETF
VPU

Overview Fund Activity

463 hedge funds and large institutions have $1.37B invested in Vanguard Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
8.01%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
41
Increased
155
Reduced
128
Closed
37
Calls
$7.9M
Puts
$4.21M
Net Calls
+$3.69M
Net Calls Change
-$3.14M

Top Buyers

1
BA
BCM Advisors
Louisiana
$28M
2
Bank of America
Bank of America
North Carolina
$128M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.3M
5
Wells Fargo
Wells Fargo
California
$32.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$3.39M
2
Nomura Asset Management
Nomura Asset Management
Japan
$2.19M
3
GB
Gunma Bank
Japan
$0
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.9M
5
SA
Shilanski & Associates
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Cresset Asset Management
Illinois
$580K -$81.3K -571 -12%
HW
202
Hancock Whitney
Mississippi
$578K -$135K -947 -19%
Wealthfront Advisers
203
Wealthfront Advisers
California
$577K +$188K +1,319 +48%
IFWM
204
Institute for Wealth Management
Colorado
$576K -$108K -756 -16%
CFGS
205
Concourse Financial Group Securities
Alabama
$574K -$9.34K -65 -2%
IWA
206
IBEX Wealth Advisors
New Jersey
$568K +$568K +3,996 New
EA
207
Eudaimonia Advisors
Tennessee
$564K -$8.4K -59 -1%
MFA
208
McClarren Financial Advisors
Pennsylvania
$562K +$562K +3,953 New
CSIA
209
Conrad Siegel Investment Advisors
Pennsylvania
$561K -$12K -84 -2%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$560K – – –
BC
211
Bartlett & Co
Ohio
$560K – – –
JF
212
Joule Financial
Kentucky
$560K +$12.2K +86 +2%
Bank of New York Mellon
213
Bank of New York Mellon
New York
$548K +$281K +1,980 +106%
PAMG
214
Patton Albertson Miller Group
Tennessee
$541K +$23.3K +164 +5%
BSW
215
Buckingham Strategic Wealth
Missouri
$520K -$54.8K -385 -10%
HIS
216
Horizon Investment Services
Indiana
$517K -$38.9K -273 -7%
MMA
217
Miracle Mile Advisors
California
$515K +$569 +4 +0.1%
BF
218
BOK Financial
Oklahoma
$514K -$102K -717 -17%
SPIA
219
Steward Partners Investment Advisory
New York
$514K +$90.4K +635 +21%
EFS
220
Essex Financial Services
Connecticut
$506K -$3.56K -25 -0.7%
IFA
221
Interactive Financial Advisors
Illinois
$494K +$494K +3,471 New
RIL
222
Rothschild Investment LLC
Illinois
$492K – – –
FCFC
223
First Commonwealth Financial Corp
Pennsylvania
$489K – – –
ACA
224
Atlas Capital Advisors
Wyoming
$486K -$1.71K -12 -0.3%
ASN
225
Advisory Services Network
Georgia
$474K -$54.7K -385 -10%
7 8
9
10 11