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Vanguard Utilities ETF
VPU

Overview Fund Activity

478 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.62%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
174
Reduced
145
Closed
52
Calls
$4.35M
Puts
$2.04M
Net Calls
+$2.31M
Net Calls Change
-$55K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$144M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.3M
3
HP
Hound Partners
New York
$47.3M
4
Osaic Holdings
Osaic Holdings
Arizona
$52M
5
SIS
Strategic Investment Solutions
Illinois
$22.6M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
BCM Advisors
Louisiana
$555K
3
HFRG
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
Morgan Stanley
New York
$103M
5
BFS
Bard Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
201
City State Bank
Iowa
$623K – – –
CCFM
202
Clear Creek Financial Management
Washington
$621K -$7.65K -60 -1%
NRI
203
NFP Retirement Inc
California
$607K +$7.14K +56 +1%
NWA
204
Navis Wealth Advisors
New York
$606K – – –
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$603K +$603K +4,729 New
SM
206
Sweeney & Michel
California
$600K +$2.75K +21 +0.5%
IWM
207
IHT Wealth Management
Illinois
$589K -$61K -478 -9%
CTWM
208
Cherry Tree Wealth Management
Minnesota
$585K -$46.7K -366 -7%
NA
209
NewEdge Advisors
Louisiana
$582K +$78.1K +612 +15%
LIM
210
Leavell Investment Management
Alabama
$582K +$24.1K +187 +4%
OIA
211
OneDigital Investment Advisors
Kansas
$574K -$167K -1,312 -23%
IFA
212
Interactive Financial Advisors
Illinois
$566K -$11.1K -87 -2%
BA
213
BCM Advisors
Louisiana
$555K -$25.8M -196,646 -98%
FHA
214
Flagship Harbor Advisors
Massachusetts
$554K +$37.6K +295 +7%
ASN
215
Advisory Services Network
Georgia
$552K -$1.45M -11,349 -72%
CFO
216
CVA Family Office
Colorado
$551K – – –
IAS
217
Investment Advisory Services
Texas
$543K -$1.28K -10 -0.2%
BW
218
Bison Wealth
Georgia
$538K +$15.8K +124 +3%
CRI
219
Colonial River Investments
Virginia
$537K +$10.7K +84 +2%
TFP
220
Tilia Fiduciary Partners
North Carolina
$537K -$65.6K -514 -11%
HI
221
Horizon Investments
North Carolina
$536K +$536K +4,199 New
HW
222
Hancock Whitney
Mississippi
$518K – – –
CCB
223
Country Club Bank
Missouri
$510K -$12.7K -100 -2%
EAM
224
Evanson Asset Management
California
$505K – – –
BCWM
225
Bartlett & Co Wealth Management
Ohio
$502K – – –
7 8
9
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