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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.

Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.67%
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
1
Hound Partners
New York
$21.1M
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$14.7M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$10.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$6.95M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$745K
2
BHB
2
Bank Hapoalim BM
Israel
$0
3
PL
3
Polianta Ltd
Jersey
$0
4
SIS
4
Strategic Investment Solutions
Illinois
$489K
5
SWA
5
Stratos Wealth Advisors
Ohio
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$124M 875,290 -3,540 -0.4%
Bank of America
2
Bank of America
North Carolina
$110M 771,405 +67,029 +10%
LPL Financial
3
LPL Financial
California
$84.6M 595,121 -15,359 -3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$53.3M 374,786 +3,194 +0.9%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$45.2M 318,001 +11,685 +4%
UBS Group
6
UBS Group
Switzerland
$39.2M 275,974 +1,354 +0.5%
PCH
7
PGIM Custom Harvest
New Jersey
$39M 274,643 +9,824 +4%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$32.6M 228,956 +13,814 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$32.4M 227,715 -9,699 -4%
BA
10
BCM Advisors
Louisiana
$29.3M 200,875 -843 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$28.6M 200,788 -5,377 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$26.4M 185,785 -11,170 -6%
Wells Fargo
13
Wells Fargo
California
$24.3M 170,622 -12,533 -7%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$24M 168,987 -9,217 -5%
FNC
15
First National Corp
Massachusetts
$21.2M 148,766 +39,365 +36%
HP
16
Hound Partners
New York
$21.1M 148,607 +148,607 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$20.4M 143,197 +942 +0.7%
Corient Private Wealth
18
Corient Private Wealth
Florida
$18.9M 132,806 -1,339 -1%
PIMG
19
Patriot Investment Management Group
Tennessee
$17.6M 123,890 -1,395 -1%
Ameriprise
20
Ameriprise
Minnesota
$17.2M 121,154 -11,291 -9%
HFRG
21
Houlihan Financial Resource Group
Virginia
$14.7M 100,055 +97,289 +3,517%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$12.5M 87,917 +11,587 +15%
FIM
23
Freedom Investment Management
Connecticut
$12.4M 87,239 +15,130 +21%
NSLI
24
Nan Shan Life Insurance
Taiwan
$10.9M 77,000 +57,000 +285%
UI
25
Unconventional Investor
New Hampshire
$10.8M 76,004 -1,542 -2%
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