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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 %
CP
251
Creekside Partners
California
$616K +$980 +6 +0.2%
Jane Street
252
Jane Street
New York
$615K +$615K +3,764 New
SFA
253
Sequoia Financial Advisors
Ohio
$615K +$615K +3,763 New
BW
254
Bison Wealth
Georgia
$615K +$654 +4 +0.1%
CKAIS
255
Christensen King & Associates Investment Services
Washington
$611K +$3.8K +23 +0.6%
ISFAN
256
Investor's Fiduciary Advisor Network
Washington
$605K +$605K +3,704 New
CL
257
Choreo LLC
Illinois
$597K +$126K +771 +27%
ACA
258
Atlas Capital Advisors
Wyoming
$597K +$10.5K +64 +2%
PWG
259
Private Wealth Group
Florida
$587K – – –
BA
260
BCM Advisors
Louisiana
$584K – – –
BCI
261
Brinker Capital Investments
Pennsylvania
$575K -$265K -1,620 -32%
OPS
262
Orion Portfolio Solutions
Nebraska
$575K -$265K -1,620 -32%
IPA
263
Investment Planning Advisors
Georgia
$572K +$59.8K +366 +12%
CJ
264
Caitlin John
Michigan
$568K +$163 +1 +0%
FCFC
265
First Commonwealth Financial Corp
Pennsylvania
$561K – – –
SFG
266
Seamount Financial Group
Colorado
$561K -$3.92K -24 -0.7%
ACM
267
Arlington Capital Management
Illinois
$556K +$41.3K +253 +8%
Bessemer Group
268
Bessemer Group
New Jersey
$547K -$653K -4,000 -54%
PI
269
PFG Investments
New York
$546K +$351K +2,149 +180%
AA
270
Ancora Advisors
Ohio
$528K – – –
TCM
271
Tradewinds Capital Management
Washington
$523K +$523K +3,203 New
CTWM
272
Cherry Tree Wealth Management
Minnesota
$514K – – –
NFA
273
Northwest Financial Advisors
Virginia
$511K – – –
SEIA
274
Signature Estate & Investment Advisors
California
$509K +$42.3K +259 +9%
MFP
275
Meridian Financial Partners
Virginia
$505K +$65.5K +401 +15%
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11
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