VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

549 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+38
Holders Change %
+7.44%
% of All Funds
7.94%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
79
Increased
188
Reduced
156
Closed
32
Calls
$6.82M
Puts
$3.55M
Net Calls
+$3.27M
Net Calls Change
-$796K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
I
INVST
Indiana
+$8.39M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$8.06M
4
RB
Richmond Brothers
Michigan
+$7.3M
5
UBS Group
UBS Group
Switzerland
+$6.81M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$89.7M
2
DIA
Davidson Investment Advisors
Montana
-$16.1M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$12.2M
4
FNC
First National Corp
Massachusetts
-$7.77M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Silverlake Wealth Management
Vermont
$747K +$59.4K +341 +9%
RIL
227
Rothschild Investment LLC
Illinois
$736K – – –
PS
228
Principal Securities
Iowa
$730K -$4.18K -24 -0.6%
MWM
229
Maltin Wealth Management
New Jersey
$729K +$38.3K +220 +6%
IFWM
230
Institute for Wealth Management
Colorado
$724K +$26.1K +150 +4%
VA
231
Valmark Advisers
Ohio
$719K +$1.74K +10 +0.2%
IAS
232
Investment Advisory Services
Texas
$715K – – –
HW
233
Hancock Whitney
Mississippi
$707K – – –
NWMG
234
National Wealth Management Group
Ohio
$707K -$30.1K -173 -4%
BCWM
235
Bartlett & Co Wealth Management
Ohio
$703K +$18.4K +105 +3%
CCB
236
Country Club Bank
Missouri
$695K – – –
ML
237
McAdam LLC
Pennsylvania
$687K -$27.8K -160 -4%
BCA
238
Bay Colony Advisors
Massachusetts
$683K -$32.5K -187 -5%
PNC
239
Park National Corp
Ohio
$678K -$176K -1,009 -21%
FHC
240
First Heartland Consultants
Missouri
$674K +$174 +1 +0%
CSIA
241
Conrad Siegel Investment Advisors
Pennsylvania
$674K -$26.1K -150 -4%
BFAG
242
Blackston Financial Advisory Group
Florida
$664K +$664K +3,814 New
OC
243
Oppenheimer & Co
New York
$656K +$198K +1,135 +43%
MCC
244
Money Concepts Capital
Florida
$655K +$17.6K +101 +3%
CP
245
Creekside Partners
California
$655K +$348 +2 +0.1%
BW
246
Bison Wealth
Georgia
$654K -$132K -761 -17%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$654K -$7.49K -43 -1%
ACM
248
Advisors Capital Management
New Jersey
$653K +$15K +86 +2%
TW
249
Towerpoint Wealth
California
$646K +$646K +3,710 New
Bank of New York Mellon
250
Bank of New York Mellon
New York
$642K +$192K +1,104 +43%
8 9
10
11 12