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Vanguard Utilities ETF
VPU

Overview Fund Activity

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.

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

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$542M
2
PCH
2
PGIM Custom Harvest
New Jersey
$39.9M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$20.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$67.3M
5
BHB
5
Bank Hapoalim BM
Israel
$11.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.88M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.7M
4
Wells Fargo
4
Wells Fargo
California
$26.7M
5
UBS Group
5
UBS Group
Switzerland
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$542M 3,534 +771 +28%
Morgan Stanley
2
Morgan Stanley
New York
$160M 1,042,156 +48,444 +5%
Bank of America
3
Bank of America
North Carolina
$106M 690,140 -209,185 -23%
LPL Financial
4
LPL Financial
California
$91.5M 596,899 +61,722 +12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$67.3M 438,652 +80,830 +23%
PCA
6
Personal Capital Advisors
California
$45M 293,686 +12,410 +4%
PCH
7
PGIM Custom Harvest
New Jersey
$39.9M 260,285 +260,285 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$39.9M 260,220 +8,892 +4%
UBS Group
9
UBS Group
Switzerland
$39.1M 255,190 -49,616 -16%
Osaic Holdings
10
Osaic Holdings
Arizona
$34.7M 226,392 -59,055 -21%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$31.4M 204,749 -16,249 -7%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$31.4M 204,424 +1,456 +0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$31.2M 203,493 -8,265 -4%
BA
14
BCM Advisors
Louisiana
$30.2M 199,403 +9,057 +5%
Wells Fargo
15
Wells Fargo
California
$26.7M 174,103 -55,829 -24%
Ameriprise
16
Ameriprise
Minnesota
$23.8M 154,526 +25,083 +19%
Corient Private Wealth
17
Corient Private Wealth
Florida
$20.6M 134,293 +134,293 New
FNC
18
First National Corp
Massachusetts
$19.7M 128,491 -23,376 -15%
PIMG
19
Patriot Investment Management Group
Tennessee
$19.7M 130,791 +95 +0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15M 97,973 -10,300 -10%
SMFG
21
Sumitomo Mitsui Financial Group
Japan
$13M 85,000 – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$13M 84,887 +5,533 +7%
FTS
23
Fifth Third Securities
Ohio
$12.7M 82,648 +5,897 +8%
UI
24
Unconventional Investor
New Hampshire
$12M 78,051 +1,606 +2%
FMLI
25
Fukoku Mutual Life Insurance
Japan
$11.8M 77,000 – –
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