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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 %
PA
276
Parallel Advisors
California
$520K +$74.5K +428 +17%
TF
277
Trek Financial
Arizona
$516K – – –
MWM
278
Meridian Wealth Management
Kentucky
$505K -$82.7K -475 -14%
CL
279
Choreo LLC
Illinois
$505K -$73.8K -421 -13%
FHA
280
Flagship Harbor Advisors
Massachusetts
$504K +$504K +2,896 New
SEIA
281
Signature Estate & Investment Advisors
California
$497K -$6.09K -35 -1%
CWM
282
Congress Wealth Management
Massachusetts
$482K +$482K +2,769 New
TFP
283
Tilia Fiduciary Partners
North Carolina
$481K -$98K -563 -17%
US Bancorp
284
US Bancorp
Minnesota
$479K +$28.4K +163 +6%
TFS
285
Thoroughbred Financial Services
Tennessee
$474K +$150K +862 +46%
VHAM
286
Van Hulzen Asset Management
California
$473K +$10.1K +58 +2%
AGP
287
Autumn Glory Partners
Texas
$471K +$348 +2 +0.1%
MFP
288
Meridian Financial Partners
Virginia
$468K – – –
FPW
289
Flagship Private Wealth
Massachusetts
$468K -$11.8K -68 -2%
IPA
290
Investment Planning Advisors
Georgia
$464K – – –
RBFC
291
Roman Butler Fullerton & Co
Missouri
$463K – – –
PTC
292
Private Trust Company
Ohio
$460K – – –
PAMG
293
Patton Albertson Miller Group
Tennessee
$457K – – –
MWM
294
Mission Wealth Management
California
$456K -$76.6K -440 -14%
PFS
295
Prospera Financial Services
Texas
$455K -$445K -2,555 -49%
RJT
296
Raymond James Trust
Florida
$453K +$174 +1 +0%
SCA
297
Snowden Capital Advisors
New York
$451K -$16.5K -94 -4%
DPW
298
DiNuzzo Private Wealth
Pennsylvania
$451K +$451K +2,591 New
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
$445K +$249K +1,436 +127%
First Manhattan
300
First Manhattan
New York
$439K – – –
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