VPU icon

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
Bank of America
2
Bank of America
North Carolina
$87.4M
3
HP
3
Hound Partners
New York
$12.4M
4
RAG
4
RIA Advisory Group
Iowa
$0
5
Wells Fargo
5
Wells Fargo
California
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
251
Kestra Private Wealth Services
Texas
$470K +$54.9K +385 +13%
AA
252
Ancora Advisors
Ohio
$460K – – –
DADC
253
D.A. Davidson & Co
Montana
$440K -$17.1K -120 -4%
BSW
254
Buckingham Strategic Wealth
Missouri
$428K -$109K -763 -20%
IHL
255
Investment House LLC
California
$428K +$428K +3,000 New
CSI
256
Cross Staff Investments
New York
$427K – – –
GWM
257
Geneos Wealth Management
Colorado
$423K +$263K +1,848 +165%
NG
258
Northstar Group
New York
$416K – – –
TF
259
Trek Financial
Arizona
$415K – – –
ACM
260
Arlington Capital Management
Illinois
$411K +$411K +2,885 New
WE
261
Wealth Effects
Massachusetts
$410K – – –
USCWA
262
U.S. Capital Wealth Advisors
Texas
$397K +$178K +1,245 +81%
MWM
263
Mission Wealth Management
California
$396K +$9.41K +66 +2%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$395K +$41.5K +291 +12%
FPW
265
Flagship Private Wealth
Massachusetts
$393K – – –
SCA
266
Snowden Capital Advisors
New York
$393K +$7.13K +50 +2%
AGP
267
Autumn Glory Partners
Texas
$385K +$143 +1 +0%
CBFP
268
Cedar Brook Financial Partners
Ohio
$383K +$713 +5 +0.2%
MFA
269
McClarren Financial Advisors
Pennsylvania
$382K -$44.3K -311 -10%
ORC
270
O'Rourke & Company
Massachusetts
$382K +$65.4K +459 +21%
RBFC
271
Roman Butler Fullerton & Co
Missouri
$381K – – –
VHAM
272
Van Hulzen Asset Management
California
$379K -$132K -924 -26%
WLIM
273
White Lighthouse Investment Management
Massachusetts
$377K -$4.42K -31 -1%
PAMG
274
Patton Albertson Miller Group
Tennessee
$374K – – –
Focus Partners Wealth
275
Focus Partners Wealth
Massachusetts
$372K +$372K +2,610 New
9 10
11
12 13