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Vanguard Utilities ETF
VPU

Overview Fund Activity

484 hedge funds and large institutions have $1.38B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
7.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
42
Increased
160
Reduced
160
Closed
40
Calls
$9.59M
Puts
$2.14M
Net Calls
+$7.45M
Net Calls Change
+$965K

Top Buyers

1
EWA
EP Wealth Advisors
California
+$63.5M
2
FIM
Freedom Investment Management
Connecticut
+$9.27M
3
Cerity Partners
Cerity Partners
New York
+$7.26M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.53M
5
PL
Polianta Ltd
Jersey
+$4.47M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$24.1M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$13M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$11.8M
4
I
INVST
Indiana
-$10.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$9.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRI
201
Colonial River Investments
Virginia
$599K +$599K +4,059 New
CFO
202
CVA Family Office
Colorado
$595K +$62.7K +425 +12%
EAM
203
Evanson Asset Management
California
$584K +$58.4K +396 +11%
CSIA
204
Conrad Siegel Investment Advisors
Pennsylvania
$580K +$443 +3 +0.1%
BC
205
Bartlett & Co
Ohio
$576K – – –
BSW
206
Buckingham Strategic Wealth
Missouri
$576K – – –
BCWM
207
Bartlett & Co Wealth Management
Ohio
$576K – – –
MFA
208
McClarren Financial Advisors
Pennsylvania
$565K -$293 -2 -0.1%
VHAM
209
Van Hulzen Asset Management
California
$561K +$145K +986 +35%
BWP
210
Balboa Wealth Partners
Arizona
$558K +$341K +2,308 +156%
SIAG
211
Safeguard Investment Advisory Group
California
$558K -$2.91M -19,703 -84%
I2I
212
Insight 2811 Inc
Illinois
$558K -$141K -955 -20%
RSA
213
River Street Advisors
Illinois
$526K +$21.5K +146 +4%
Wealthfront Advisers
214
Wealthfront Advisers
California
$521K +$16.4K +111 +3%
RIL
215
Rothschild Investment LLC
Illinois
$518K +$7.38K +50 +1%
WLIM
216
White Lighthouse Investment Management
Massachusetts
$514K +$5.16K +35 +1%
EFS
217
Essex Financial Services
Connecticut
$510K – – –
MFP
218
Meridian Financial Partners
Virginia
$507K -$11.7K -78 -2%
FCFC
219
First Commonwealth Financial Corp
Pennsylvania
$507K – – –
MCM
220
MAI Capital Management
Ohio
$504K -$41.6K -282 -8%
MWM
221
Mission Wealth Management
California
$499K +$95.2K +645 +24%
AGP
222
Autumn Glory Partners
Texas
$496K -$496K -3,361 -50%
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
$496K +$149K +1,011 +43%
CCA
224
Cora Capital Advisors
New Jersey
$486K – – –
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$485K -$7.23K -49 -1%
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9
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