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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 %
CSI
276
Cross Staff Investments
New York
$494K +$4.41K +27 +0.9%
NG
277
Northstar Group
New York
$494K – – –
RPGK
278
Retirement Planning Group (Kansas)
Kansas
$492K +$2.45K +15 +0.5%
DWM
279
Diversify Wealth Management
Utah
$491K -$90.1K -553 -16%
IHL
280
Investment House LLC
California
$490K – – –
MWM
281
Meridian Wealth Management
Kentucky
$489K +$15K +92 +3%
IAA
282
Independent Advisor Alliance
North Carolina
$488K +$488K +2,983 New
TF
283
Trek Financial
Arizona
$484K – – –
MCM
284
MAI Capital Management
Ohio
$480K +$80.1K +490 +20%
TFP
285
Tilia Fiduciary Partners
North Carolina
$465K +$13.7K +84 +3%
BCCM
286
Bridge Creek Capital Management
Massachusetts
$453K +$99.9K +611 +28%
US Bancorp
287
US Bancorp
Minnesota
$452K +$2.78K +17 +0.6%
TFS
288
Thoroughbred Financial Services
Tennessee
$449K +$4.08K +25 +0.9%
DADC
289
D.A. Davidson & Co
Montana
$448K -$132K -810 -23%
VHAM
290
Van Hulzen Asset Management
California
$447K +$3.6K +22 +0.8%
RBFC
291
Roman Butler Fullerton & Co
Missouri
$446K – – –
EAM
292
Everstar Asset Management
North Carolina
$441K -$94.8K -580 -18%
FPW
293
Flagship Private Wealth
Massachusetts
$439K – – –
UIM
294
Unified Investment Management
Georgia
$437K +$437K +2,675 New
AGP
295
Autumn Glory Partners
Texas
$437K -$5.39K -33 -1%
YIH
296
Y-Intercept (HK)
Hong Kong
$433K +$433K +2,652 New
PTC
297
Private Trust Company
Ohio
$432K – – –
PA
298
Parallel Advisors
California
$431K -$58K -355 -12%
MFG
299
Merit Financial Group
Georgia
$430K +$64.2K +393 +18%
DPW
300
DiNuzzo Private Wealth
Pennsylvania
$430K +$6.54K +40 +2%
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