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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 %
ISFAN
276
Investor's Fiduciary Advisor Network
Washington
$628K -$4.41K -25 -0.7%
IPA
277
Investment Planning Advisors
Georgia
$620K -$353 -2 -0.1%
CCB
278
Country Club Bank
Missouri
$610K – – –
FCFC
279
First Commonwealth Financial Corp
Pennsylvania
$606K – – –
BA
280
BCM Advisors
Louisiana
$600K -$31.3K -171 -5%
CL
281
Choreo LLC
Illinois
$590K -$137K -775 -19%
PI
282
PFG Investments
New York
$588K +$9.88K +56 +2%
WAP
283
Wealthcare Advisory Partners
Pennsylvania
$584K +$261K +1,476 +81%
OC
284
Optima Capital
Oregon
$580K -$419K -2,376 -42%
AC
285
Apella Capital
Connecticut
$580K +$580K +3,271 New
QFW
286
QTR Family Wealth
Florida
$570K -$176 -1 -0%
AA
287
Ancora Advisors
Ohio
$570K – – –
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$567K +$202K +1,143 +55%
MWM
289
Meridian Wealth Management
Kentucky
$562K +$33.5K +190 +6%
ACA
290
Atlas Capital Advisors
Wyoming
$559K -$24K -136 -4%
CTWM
291
Cherry Tree Wealth Management
Minnesota
$555K – – –
NFA
292
Northwest Financial Advisors
Virginia
$553K +$353 +2 +0.1%
OC
293
Oppenheimer & Co
New York
$547K +$285K +1,613 +109%
GS
294
GTS Securities
New York
$530K +$530K +3,000 New
EAM
295
Evanson Asset Management
California
$526K +$229K +1,299 +77%
VHAM
296
Van Hulzen Asset Management
California
$526K +$32.5K +184 +7%
MCM
297
MAI Capital Management
Ohio
$524K – – –
CSI
298
Cross Staff Investments
New York
$524K – – –
TF
299
Trek Financial
Arizona
$523K – – –
US Bancorp
300
US Bancorp
Minnesota
$518K +$58.4K +331 +13%
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12
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