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Vanguard Utilities ETF
VPU

Overview Fund Activity

486 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
44
Increased
119
Reduced
177
Closed
38
Calls
$6.09M
Puts
$3.73M
Net Calls
+$2.36M
Net Calls Change
-$5.09M

Top Buyers

1
HP
Hound Partners
New York
$21.1M
2
HFRG
Houlihan Financial Resource Group
Virginia
$14.7M
3
Bank of America
Bank of America
North Carolina
$110M
4
NSLI
Nan Shan Life Insurance
Taiwan
$10.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$6.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
$745K
2
BHB
Bank Hapoalim BM
Israel
$0
3
PL
Polianta Ltd
Jersey
$0
4
SIS
Strategic Investment Solutions
Illinois
$489K
5
SWA
Stratos Wealth Advisors
Ohio
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
201
Sweeney & Michel
California
$636K +$2.23K +16 +0.4%
WWM
202
Western Wealth Management
Colorado
$635K +$17.1K +120 +3%
I2I
203
Insight 2811 Inc
Illinois
$625K +$87K +612 +16%
LIM
204
Leavell Investment Management
Alabama
$621K -$36.1K -252 -5%
CFO
205
CVA Family Office
Colorado
$614K +$41.2K +290 +7%
CFGS
206
Concourse Financial Group Securities
Alabama
$612K -$34.4K -240 -5%
IAS
207
Investment Advisory Services
Texas
$606K -$107K -750 -15%
ACA
208
Aptus Capital Advisors
Alabama
$594K -$175K -1,228 -23%
CRI
209
Colonial River Investments
Virginia
$586K +$9.38K +66 +2%
BW
210
Bison Wealth
Georgia
$581K +$581K +4,090 New
HW
211
Hancock Whitney
Mississippi
$578K – – –
CCB
212
Country Club Bank
Missouri
$578K – – –
FHA
213
Flagship Harbor Advisors
Massachusetts
$576K +$576K +4,049 New
EAM
214
Evanson Asset Management
California
$563K – – –
NA
215
NewEdge Advisors
Louisiana
$562K -$67.2K -473 -11%
CSIA
216
Conrad Siegel Investment Advisors
Pennsylvania
$559K – – –
BCWM
217
Bartlett & Co Wealth Management
Ohio
$559K – – –
BC
218
Bartlett & Co
Ohio
$559K – – –
Simplex Trading
219
Simplex Trading
Illinois
$526K +$275K +1,936 +109%
VWA
220
Visionary Wealth Advisors
Illinois
$525K -$613K -4,309 -54%
OC
221
Oppenheimer & Co
New York
$518K -$167K -1,176 -24%
TRCT
222
Tower Research Capital (TRC)
New York
$509K +$479K +3,371 +1,590%
RIL
223
Rothschild Investment LLC
Illinois
$509K +$9.95K +70 +2%
CAG
224
Csenge Advisory Group
Florida
$499K +$499K +3,511 New
RSA
225
River Street Advisors
Illinois
$495K -$11.9K -84 -2%
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9
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