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 %
EFS
251
Essex Financial Services
Connecticut
$641K -$83.2K -475 -11%
CKAIS
252
Christensen King & Associates Investment Services
Washington
$641K -$60.9K -350 -9%
DWM
253
Diversify Wealth Management
Utah
$630K -$66.2K -375 -10%
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$628K -$29.6K -170 -5%
PWG
255
Private Wealth Group
Florida
$626K – – –
ACA
256
Atlas Capital Advisors
Wyoming
$624K -$48.4K -278 -7%
Manulife (Manufacturers Life Insurance)
257
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$623K +$623K +3,577 New
DADC
258
D.A. Davidson & Co
Montana
$618K +$106K +609 +21%
SFC
259
Swisher Financial Concepts
Ohio
$603K +$304K +1,880 +102%
SFG
260
Seamount Financial Group
Colorado
$601K -$21.6K -124 -3%
FCFC
261
First Commonwealth Financial Corp
Pennsylvania
$598K – – –
CJ
262
Caitlin John
Michigan
$588K -$80.3K -474 -12%
AFS
263
Axiom Financial Strategies
Indiana
$581K -$681K -3,914 -54%
BA
264
BCM Advisors
Louisiana
$575K – – –
EAM
265
Everstar Asset Management
North Carolina
$571K +$571K +3,280 New
AA
266
Ancora Advisors
Ohio
$562K +$4.35K +25 +0.8%
ACM
267
Arlington Capital Management
Illinois
$548K +$46.8K +269 +9%
IWP
268
Innova Wealth Partners
Pennsylvania
$548K +$548K +3,147 New
CTWM
269
Cherry Tree Wealth Management
Minnesota
$547K -$15K -86 -3%
NFA
270
Northwest Financial Advisors
Virginia
$544K +$25.8K +148 +5%
GWM
271
Geneos Wealth Management
Colorado
$544K +$14.6K +84 +3%
NG
272
Northstar Group
New York
$526K – – –
IHL
273
Investment House LLC
California
$522K – – –
RPGK
274
Retirement Planning Group (Kansas)
Kansas
$522K +$12.4K +71 +2%
CSI
275
Cross Staff Investments
New York
$521K – – –
9 10
11
12 13