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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
Bank of America
Bank of America
North Carolina
$87.4M
3
HP
Hound Partners
New York
$12.4M
4
RAG
RIA Advisory Group
Iowa
$0
5
Wells Fargo
Wells Fargo
California
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$371K +$2.71K +19 +0.7%
MFP
277
Meridian Financial Partners
Virginia
$369K +$15K +110 +4%
MCM
278
MAI Capital Management
Ohio
$369K -$34.7K -243 -9%
EAM
279
Evanson Asset Management
California
$364K -$201K -1,408 -36%
First Manhattan
280
First Manhattan
New York
$357K – – –
NIM
281
Northeast Investment Management
Massachusetts
$356K – – –
CCA
282
Cora Capital Advisors
New Jersey
$355K – – –
EWA
283
Elevate Wealth Advisory
Georgia
$349K -$14K -98 -4%
SFG
284
SNS Financial Group
Minnesota
$345K – – –
KA
285
Kovack Advisors
Florida
$343K +$1.43K +10 +0.4%
AWM
286
AE Wealth Management
Kansas
$342K -$2.14M -15,031 -86%
SFS
287
Sharp Financial Services
Pennsylvania
$342K -$28.5K -200 -8%
HFRG
288
Houlihan Financial Resource Group
Virginia
$341K -$56.2K -394 -14%
PS
289
Principal Securities
Iowa
$340K +$66K +463 +24%
WA
290
Waverly Advisors
Alabama
$336K +$336K +2,354 New
CCA
291
Checchi Capital Advisers
California
$335K -$998 -7 -0.3%
CWM
292
Chemistry Wealth Management
New York
$333K – – –
MFG
293
Merit Financial Group
Georgia
$332K +$332K +2,234 New
US Bancorp
294
US Bancorp
Minnesota
$327K -$24.4K -171 -7%
LNC
295
Lincoln National Corp
Pennsylvania
$326K -$970K -6,805 -75%
MA
296
MONECO Advisors
Connecticut
$322K +$71.4K +501 +29%
MCCA
297
Mill Creek Capital Advisors
Pennsylvania
$320K – – –
OWM
298
OneAscent Wealth Management
Alabama
$317K +$75.4K +529 +31%
BCM
299
Basso Capital Management
Connecticut
$315K – – –
WAM
300
WNY Asset Management
New York
$314K +$314K +2,201 New
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