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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 %
NIM
301
Northeast Investment Management
Massachusetts
$435K – – –
WPC
302
Wedmont Private Capital
Pennsylvania
$427K +$427K +2,498 New
MCM
303
MAI Capital Management
Ohio
$426K +$1.39K +8 +0.3%
SFG
304
SNS Financial Group
Minnesota
$424K – – –
AWM
305
AE Wealth Management
Kansas
$423K -$63.5K -365 -13%
CWM
306
Chemistry Wealth Management
New York
$421K +$13.8K +79 +3%
AFG
307
Atomi Financial Group
New York
$420K -$13.4K -77 -3%
WE
308
Wealth Effects
Massachusetts
$418K – – –
HFRG
309
Houlihan Financial Resource Group
Virginia
$417K +$1.04K +6 +0.3%
KWA
310
Kellett Wealth Advisors
Ohio
$410K -$10.4K -60 -2%
EWM
311
Executive Wealth Management
Michigan
$406K +$406K +2,331 New
MCCA
312
Mill Creek Capital Advisors
Pennsylvania
$391K – – –
FFN
313
Focus Financial Network
Minnesota
$390K +$47.9K +273 +14%
MFG
314
Merit Financial Group
Georgia
$390K -$7.66K -44 -2%
M
315
MYeCFO
California
$385K +$143K +820 +59%
Northern Trust
316
Northern Trust
Illinois
$383K +$95.7K +550 +33%
WIA
317
World Investment Advisors
California
$379K +$379K +2,178 New
OWM
318
OneAscent Wealth Management
Alabama
$379K +$66.8K +381 +21%
BCCM
319
Bridge Creek Capital Management
Massachusetts
$376K +$16.5K +95 +5%
EWA
320
Elevate Wealth Advisory
Georgia
$374K -$21.6K -123 -5%
KA
321
Kovack Advisors
Florida
$374K +$15.8K +91 +4%
AWA
322
Acorn Wealth Advisors
Michigan
$372K -$5.4K -31 -1%
MCM
323
MontVue Capital Management
Virginia
$370K – – –
CCA
324
Cora Capital Advisors
New Jersey
$370K -$33.1K -190 -8%
GLLW
325
Graves Light Lenhart Wealth
Virginia
$369K -$3.48K -20 -0.9%
11 12
13
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