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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.

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

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$3.39M
2
Nomura Asset Management
2
Nomura Asset Management
Japan
$2.19M
3
GB
3
Gunma Bank
Japan
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$28.9M
5
SA
5
Shilanski & Associates
Alaska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$141M 993,712 +16,465 +2%
Bank of America
2
Bank of America
North Carolina
$128M 899,325 +133,716 +17%
LPL Financial
3
LPL Financial
California
$76.1M 535,177 +32,001 +6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$50.9M 357,822 +14,214 +4%
UBS Group
5
UBS Group
Switzerland
$43.4M 304,806 +22,478 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$40.6M 285,447 +28,560 +11%
PCA
7
Personal Capital Advisors
California
$40M 281,276 +9,877 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.8M 251,328 +60,646 +32%
Wells Fargo
9
Wells Fargo
California
$32.7M 229,932 +41,777 +22%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$31.4M 220,998 +19,520 +10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$30.1M 211,758 +19,253 +10%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$28.9M 202,968 -21,828 -10%
BA
13
BCM Advisors
Louisiana
$28M 190,346 +190,346 New
FNC
14
First National Corp
Massachusetts
$21.6M 151,867 +16,538 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$21.3M 150,023 +54,285 +57%
DY
16
Dowling & Yahnke
California
$19M 133,392 +1,330 +1%
PIMG
17
Patriot Investment Management Group
Tennessee
$18.6M 130,696 +3,048 +2%
Ameriprise
18
Ameriprise
Minnesota
$17.7M 129,443 +27,769 +27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$15.4M 108,273 -8,975 -8%
SMFG
20
Sumitomo Mitsui Financial Group
Japan
$12.1M 85,000 +38,500 +83%
RJA
21
Raymond James & Associates
Florida
$11.4M 79,804 +1,851 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$11.3M 79,354 +11,861 +18%
FTS
23
Fifth Third Securities
Ohio
$11M 76,751 -3,857 -5%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$11M 77,000 – –
UI
25
Unconventional Investor
New Hampshire
$10.9M 76,445 -1,820 -2%
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