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Vanguard Utilities ETF
VPU

Overview Fund Activity

606 hedge funds and large institutions have $2.25B invested in Vanguard Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 227 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+11
Holders Change %
+1.85%
% of All Funds
8.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
60
Increased
227
Reduced
171
Closed
35
Calls
$7.73M
Puts
$1.69M
Net Calls
+$6.04M
Net Calls Change
-$3.68M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$130M
2
LPL Financial
LPL Financial
California
$130M
3
Corient Private Wealth
Corient Private Wealth
Florida
$40.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.6M
5
Bank of America
Bank of America
North Carolina
$172M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.3M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.75M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.3M
5
SC
Swan Capital
Florida
$5.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
251
Prospera Financial Services
Texas
$770K +$16.6K +94 +2%
EWA
252
EP Wealth Advisors
California
$762K +$23.8K +135 +3%
RSA
253
River Street Advisors
Illinois
$759K +$11.1K +63 +1%
CIA
254
Concurrent Investment Advisors
Florida
$752K +$13.9K +79 +2%
LAM
255
LOM Asset Management
$738K +$738K +4,180 New
MCC
256
Money Concepts Capital
Florida
$736K -$14.5K -82 -2%
EFS
257
Essex Financial Services
Connecticut
$730K +$84.2K +477 +13%
VA
258
Valmark Advisers
Ohio
$727K -$3.71K -21 -0.5%
TF
259
Tudor Financial
Ohio
$726K -$30.9K -175 -4%
IAS
260
Investment Advisory Services
Texas
$725K – – –
SFG
261
Seamount Financial Group
Colorado
$722K +$94.3K +534 +15%
CSP
262
Cary Street Partners
Virginia
$720K -$85.6K -485 -11%
BCWM
263
Bartlett & Co Wealth Management
Ohio
$711K -$4.24K -24 -0.6%
MFG
264
Merit Financial Group
Georgia
$711K +$138K +783 +24%
HNB
265
Huntington National Bank
Ohio
$707K -$687K – –
IFWM
266
Institute for Wealth Management
Colorado
$706K +$35K +198 +5%
RPGK
267
Retirement Planning Group (Kansas)
Kansas
$693K +$100K +568 +17%
ACM
268
Advisors Capital Management
New Jersey
$686K -$3.88K -22 -0.6%
PSFG
269
Park Square Financial Group
Georgia
$681K -$3.53K -20 -0.5%
IP
270
Ignite Planners
California
$673K +$11.4K +63 +2%
CKAIS
271
Christensen King & Associates Investment Services
Washington
$673K +$17.1K +97 +3%
CSIA
272
Conrad Siegel Investment Advisors
Pennsylvania
$667K +$1.24K +7 +0.2%
AT
273
American Trust
Kentucky
$666K +$666K +3,773 New
CP
274
Creekside Partners
California
$666K +$530 +3 +0.1%
ML
275
McAdam LLC
Pennsylvania
$632K +$6.89K +39 +1%
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11
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