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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.

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
1
EP Wealth Advisors
California
$64.6M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$44.8M
3
FIM
3
Freedom Investment Management
Connecticut
$10.6M
4
Cerity Partners
4
Cerity Partners
New York
$7.76M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$0
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
I
4
INVST
Indiana
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$54.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$130M 878,830 -163,326 -16%
Bank of America
2
Bank of America
North Carolina
$104M 704,376 +14,236 +2%
LPL Financial
3
LPL Financial
California
$90.1M 610,480 +13,581 +2%
EWA
4
EP Wealth Advisors
California
$64.6M 331,249 +325,631 +5,796%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$54.8M 371,592 -67,060 -15%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$44.8M 306,316 +306,316 New
UBS Group
7
UBS Group
Switzerland
$40.5M 274,620 +19,430 +8%
PCH
8
PGIM Custom Harvest
New Jersey
$39.1M 264,819 +4,534 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$35M 237,414 -22,806 -9%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$31.7M 215,142 +10,718 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$30.5M 206,165 -20,227 -9%
BA
12
BCM Advisors
Louisiana
$30.3M 201,718 +2,315 +1%
Wells Fargo
13
Wells Fargo
California
$27M 183,155 +9,052 +5%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$26.3M 178,204 -26,545 -13%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$21M 142,255 +44,282 +45%
Corient Private Wealth
16
Corient Private Wealth
Florida
$19.8M 134,145 -148 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$19.5M 132,445 -22,081 -14%
PIMG
18
Patriot Investment Management Group
Tennessee
$18.5M 125,285 -5,506 -4%
FNC
19
First National Corp
Massachusetts
$16.1M 109,401 -19,090 -15%
UI
20
Unconventional Investor
New Hampshire
$11.4M 77,546 -505 -0.6%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$11.3M 76,330 -8,557 -10%
BHB
22
Bank Hapoalim BM
Israel
$11.2M 76,000 – –
RJA
23
Raymond James & Associates
Florida
$10.7M 72,581 -1,496 -2%
FIM
24
Freedom Investment Management
Connecticut
$10.6M 72,109 +62,844 +678%
AIS
25
American Investment Services
Massachusetts
$9.01M 58,724 – –
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