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Vanguard Utilities ETF
VPU

Overview Fund Activity

490 hedge funds and large institutions have $1.65B invested in Vanguard Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 145 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
-5
Holders Change %
-1.01%
% of All Funds
7.1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
53
Increased
177
Reduced
145
Closed
54
Calls
$7.29M
Puts
$2.31M
Net Calls
+$4.98M
Net Calls Change
+$903K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$166M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$105M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$28.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$73.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
Bank of America
Bank of America
North Carolina
$87.4M
3
HP
Hound Partners
New York
$12.4M
4
RAG
RIA Advisory Group
Iowa
$0
5
Wells Fargo
Wells Fargo
California
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
226
Country Club Bank
Missouri
$571K – – –
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$567K -$258K -1,809 -31%
CFO
228
CVA Family Office
Colorado
$566K -$46.1K -323 -8%
AIM
229
Anchor Investment Management
South Carolina
$560K +$92.8K +651 +20%
BCWM
230
Bartlett & Co Wealth Management
Ohio
$556K – – –
FHC
231
First Heartland Consultants
Missouri
$556K +$9.13K +64 +2%
MWM
232
Maltin Wealth Management
New Jersey
$555K +$10.8K +76 +2%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$552K +$12.4K +87 +2%
FW
234
FirstPurpose Wealth
Utah
$536K +$154K +1,095 +40%
BCA
235
Bay Colony Advisors
Massachusetts
$532K +$65.6K +460 +14%
HIC
236
Hartline Investment Corp
Illinois
$532K +$532K +3,734 New
TWC
237
TD Waterhouse Canada
Ontario, Canada
$519K +$12.2K +86 +2%
LIM
238
Leavell Investment Management
Alabama
$514K -$115K -804 -18%
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$514K -$13.5K -95 -3%
PWG
240
Private Wealth Group
Florida
$513K – – –
SFG
241
Seamount Financial Group
Colorado
$505K +$44.2K +310 +10%
RPGK
242
Retirement Planning Group (Kansas)
Kansas
$504K +$282K +1,978 +127%
MCC
243
Money Concepts Capital
Florida
$504K +$253K +1,775 +101%
BA
244
BCM Advisors
Louisiana
$499K -$43K -297 -8%
TFP
245
Tilia Fiduciary Partners
North Carolina
$497K -$16.7K -117 -3%
FCFC
246
First Commonwealth Financial Corp
Pennsylvania
$490K – – –
CTWM
247
Cherry Tree Wealth Management
Minnesota
$484K -$54.3K -381 -10%
VCM
248
Virtue Capital Management
Tennessee
$477K +$197K +1,401 +70%
ACM
249
Advisors Capital Management
New Jersey
$474K +$4.42K +31 +0.9%
IA
250
Inspire Advisors
Idaho
$472K +$9.84K +69 +2%
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