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Vanguard Utilities ETF
VPU

Overview Fund Activity

511 hedge funds and large institutions have $1.78B invested in Vanguard Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 149 increasing their positions, 172 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+21
Holders Change %
+4.29%
% of All Funds
7.43%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
57
Increased
149
Reduced
172
Closed
26
Calls
$5.53M
Puts
$1.46M
Net Calls
+$4.07M
Net Calls Change
-$908K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.6M
2
LJAC
L.J. Altfest & Co
New York
+$16.9M
3
UBS Group
UBS Group
Switzerland
+$12.4M
4
SC
Swan Capital
Florida
+$5.83M
5
PCH
PGIM Custom Harvest
New Jersey
+$5.29M

Top Sellers

1
HP
Hound Partners
New York
-$12.4M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$9.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.25M
4
NSLI
Nan Shan Life Insurance
Taiwan
-$5.9M
5
GB
Gunma Bank
Japan
-$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
226
Bay Colony Advisors
Massachusetts
$608K +$56.1K +379 +10%
ML
227
McAdam LLC
Pennsylvania
$608K -$13.2K -89 -2%
IAS
228
Investment Advisory Services
Texas
$608K – – –
LIM
229
Leavell Investment Management
Alabama
$606K +$68.6K +460 +13%
CCB
230
Country Club Bank
Missouri
$603K – – –
HW
231
Hancock Whitney
Mississippi
$601K – – –
CKAIS
232
Christensen King & Associates Investment Services
Washington
$596K – – –
RSA
233
River Street Advisors
Illinois
$596K -$13.2K -89 -2%
CSIA
234
Conrad Siegel Investment Advisors
Pennsylvania
$595K – – –
IFWM
235
Institute for Wealth Management
Colorado
$593K +$593K +4,010 New
MWM
236
Maltin Wealth Management
New Jersey
$587K +$11.1K +75 +2%
CJ
237
Caitlin John
Michigan
$584K +$306K +2,068 +110%
SWM
238
Silverlake Wealth Management
Vermont
$584K +$584K +3,948 New
BCWM
239
Bartlett & Co Wealth Management
Ohio
$582K – – –
ACA
240
Atlas Capital Advisors
Wyoming
$572K +$325K +2,199 +132%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$566K +$33K +223 +6%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$562K -$26.8K -181 -5%
CSPIA
243
Cary Street Partners Investment Advisory
Virginia
$559K -$99.8K -675 -15%
CP
244
Creekside Partners
California
$556K +$556K +3,759 New
BA
245
BCM Advisors
Louisiana
$556K – – –
ACM
246
Advisors Capital Management
New Jersey
$542K +$50K +338 +10%
MCC
247
Money Concepts Capital
Florida
$542K +$19.2K +130 +4%
PWG
248
Private Wealth Group
Florida
$532K – – –
SFG
249
Seamount Financial Group
Colorado
$529K +$5.77K +39 +1%
HNB
250
Huntington National Bank
Ohio
$529K -$695K – –
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