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Vanguard Utilities ETF
VPU

Overview Fund Activity

589 hedge funds and large institutions have $2.04B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 225 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+40
Holders Change %
+7.29%
% of All Funds
7.84%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
96
Increased
225
Reduced
140
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$161M
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Two Sigma Investments
Two Sigma Investments
New York
$17.5M
4
CFD
Creative Financial Designs
Indiana
$13.4M
5
Ameriprise
Ameriprise
Minnesota
$36.4M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$49.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.03M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.9M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Choate Investment Advisors
Massachusetts
$716K -$58.3K -357 -8%
MCC
227
Money Concepts Capital
Florida
$707K +$92.3K +565 +15%
CSP
228
Cary Street Partners
Virginia
$704K +$704K +4,307 New
Renaissance Technologies
229
Renaissance Technologies
New York
$703K +$703K +4,300 New
MWM
230
Maltin Wealth Management
New Jersey
$694K +$9.97K +61 +1%
TF
231
Tudor Financial
Ohio
$693K -$107K -653 -13%
FEM
232
Fulcrum Equity Management
Texas
$693K +$693K +4,238 New
RSA
233
River Street Advisors
Illinois
$685K -$16.7K -102 -2%
EFS
234
Essex Financial Services
Connecticut
$676K +$77.6K +475 +13%
VA
235
Valmark Advisers
Ohio
$675K – – –
IWM
236
IHT Wealth Management
Illinois
$672K -$178K -1,089 -21%
IAS
237
Investment Advisory Services
Texas
$671K – – –
OC
238
Oppenheimer & Co
New York
$663K +$46.7K +286 +8%
NWMG
239
National Wealth Management Group
Ohio
$661K -$2.94K -18 -0.4%
IFWM
240
Institute for Wealth Management
Colorado
$657K -$23.2K -142 -3%
CCB
241
Country Club Bank
Missouri
$656K – – –
BCWM
242
Bartlett & Co Wealth Management
Ohio
$655K – – –
FHC
243
First Heartland Consultants
Missouri
$652K +$19.3K +118 +3%
ML
244
McAdam LLC
Pennsylvania
$649K +$3.76K +23 +0.6%
PSFG
245
Park Square Financial Group
Georgia
$646K +$646K +3,956 New
PNC
246
Park National Corp
Ohio
$638K +$1.63K +10 +0.3%
BCI
247
Blue Capital Inc
Nebraska
$637K +$637K +3,896 New
ACM
248
Advisors Capital Management
New Jersey
$626K +$12.9K +79 +2%
PFS
249
Prospera Financial Services
Texas
$626K +$198K +1,210 +46%
CSIA
250
Conrad Siegel Investment Advisors
Pennsylvania
$623K -$9.8K -60 -2%
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