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Vanguard Utilities ETF

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Shares
Change %
Neuberger Berman Group
201
Neuberger Berman Group
New York
$705K +$12.4K +81 +2%
WCM
202
Windham Capital Management
Massachusetts
$690K
KWA
203
Kellett Wealth Advisors
Ohio
$681K
CFGS
204
Concourse Financial Group Securities
Alabama
$660K +$46.9K +306 +8%
IFA
205
Interactive Financial Advisors
Illinois
$654K +$122K +795 +23%
RMAM
206
Raab & Moskowitz Asset Management
New Jersey
$649K -$26.5K -173 -4%
Citadel Advisors
207
Citadel Advisors
Florida
$643K -$2.72M -17,754 -81%
APP
208
Avantax Planning Partners
Iowa
$642K -$179K -1,169 -22%
CCB
209
Country Club Bank
Missouri
$630K +$630K +4,107 New
HW
210
Hancock Whitney
Mississippi
$623K
HF
211
HRT Financial
New York
$621K -$2.33M -15,187 -79%
EA
212
Eudaimonia Advisors
Tennessee
$618K +$10.7K +70 +2%
CSIA
213
Conrad Siegel Investment Advisors
Pennsylvania
$603K -$1.53K -10 -0.3%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$598K
BC
215
Bartlett & Co
Ohio
$598K
CCA
216
Checchi Capital Advisers
California
$593K +$372K +2,428 +169%
MFA
217
McClarren Financial Advisors
Pennsylvania
$591K -$14.4K -94 -2%
IFWM
218
Institute for Wealth Management
Colorado
$576K -$44.3K -289 -7%
BSW
219
Buckingham Strategic Wealth
Missouri
$576K +$15.2K +99 +3%
JF
220
Joule Financial
Kentucky
$568K -$35.9K -234 -6%
MCM
221
MAI Capital Management
Ohio
$567K -$113K -735 -17%
HIS
222
Horizon Investment Services
Indiana
$561K +$4.6K +30 +0.8%
MMA
223
Miracle Mile Advisors
California
$559K +$4.29K +28 +0.8%
WWM
224
Western Wealth Management
Colorado
$556K -$429K -2,794 -44%
CFO
225
CVA Family Office
Colorado
$553K +$93.6K +610 +20%