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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.

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

Top Sellers

1
PCH
1
PGIM Custom Harvest
New Jersey
$8.79M
2
BA
2
BCM Advisors
Louisiana
$555K
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$356K
4
Morgan Stanley
4
Morgan Stanley
New York
$103M
5
BFS
5
Bard Financial Services
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$144M 1,125,922 +1,105,464 +5,404%
Morgan Stanley
2
Morgan Stanley
New York
$103M 805,900 -69,390 -8%
Bank of America
3
Bank of America
North Carolina
$98.1M 769,098 -2,307 -0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$91.3M 715,642 +487,927 +214%
LPL Financial
5
LPL Financial
California
$76.4M 598,946 +3,825 +0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$52M 407,551 +206,763 +103%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$48M 376,699 +1,913 +0.5%
HP
8
Hound Partners
New York
$47.3M 370,665 +222,058 +149%
Empower Advisory Group
9
Empower Advisory Group
Colorado
$44.1M 345,482 +27,481 +9%
Wells Fargo
10
Wells Fargo
California
$36.1M 282,855 +112,233 +66%
UBS Group
11
UBS Group
Switzerland
$32.3M 253,226 -22,748 -8%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$31.8M 249,281 +20,325 +9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$23.1M 181,460 -4,325 -2%
SIS
14
Strategic Investment Solutions
Illinois
$22.6M 160,397 +156,916 +4,508%
Ameriprise
15
Ameriprise
Minnesota
$20.5M 166,127 +44,973 +37%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$20.1M 157,513 -11,474 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$19.9M 156,180 +12,983 +9%
Corient Private Wealth
18
Corient Private Wealth
Florida
$16.3M 127,591 -5,215 -4%
PIMG
19
Patriot Investment Management Group
Tennessee
$15.4M 121,059 -2,831 -2%
AIA
20
Allied Investment Advisors
Montana
$13.3M 104,318 +104,318 New
FNC
21
First National Corp
Massachusetts
$12.9M 100,981 -47,785 -32%
CAN
22
Cetera Advisor Networks
California
$11.3M 88,602 +53,918 +155%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$11M 85,959 +68,551 +394%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$10.9M 85,672 -2,245 -3%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8M 85,040 +44,536 +110%
1
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