VPU icon

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
1
Beacon Capital Management Inc (Ohio)
Ohio
$166M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$105M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$28.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$73.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
Bank of America
2
Bank of America
North Carolina
$87.4M
3
HP
3
Hound Partners
New York
$12.4M
4
RAG
4
RIA Advisory Group
Iowa
$0
5
Wells Fargo
5
Wells Fargo
California
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
301
Acorn Wealth Advisors
Michigan
$313K -$3.71K -26 -1%
GRP
302
Global Retirement Partners
California
$309K -$86.8K -609 -22%
BWA
303
Beam Wealth Advisors
Louisiana
$309K +$92.1K +646 +42%
GLLW
304
Graves Light Lenhart Wealth
Virginia
$305K +$1.71K +12 +0.6%
NFA
305
Northwest Financial Advisors
Virginia
$304K +$288K +2,021 +1,871%
RJT
306
Raymond James Trust
Florida
$301K – – –
JIC
307
Joel Isaacson & Co
New York
$298K +$2.28K +16 +0.8%
SB
308
Simmons Bank
Arkansas
$297K – – –
SFPG
309
Stonebridge Financial Planning Group
Florida
$297K -$345K -2,420 -54%
RVPG
310
Relative Value Partners Group
$293K – – –
FC
311
Fulcrum Capital
Washington
$292K – – –
CPA
312
Cardiff Park Advisors
California
$288K – – –
FFL
313
Financial Freedom LLC
Ohio
$288K +$285 +2 +0.1%
BCCM
314
Bridge Creek Capital Management
Massachusetts
$282K +$41.1K +288 +17%
AWS
315
Aspen Wealth Strategies
Colorado
$281K – – –
PCM
316
Poehling Capital Management
Wisconsin
$278K – – –
Bank of New York Mellon
317
Bank of New York Mellon
New York
$277K +$277K +1,946 New
Susquehanna International Group
318
Susquehanna International Group
Pennsylvania
$276K -$408K -2,859 -60%
FFN
319
Focus Financial Network
Minnesota
$270K -$28.7K -206 -10%
MCM
320
MontVue Capital Management
Virginia
$269K +$51.8K +363 +24%
CJ
321
Caitlin John
Michigan
$268K +$40.2K +282 +18%
PTC
322
Private Trust Company
Ohio
$266K -$19.1K -134 -7%
SFC
323
Swisher Financial Concepts
Ohio
$265K +$422 +3 +0.2%
PIA
324
Panoramic Investment Advisors
Colorado
$264K -$50.2K -352 -16%
RPCONE
325
Retirement Planning Company of New England
Rhode Island
$262K +$3.71K +26 +1%
11 12
13
14 15