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Vanguard Utilities ETF
VPU

Overview Fund Activity

606 hedge funds and large institutions have $2.25B invested in Vanguard Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 227 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+11
Holders Change %
+1.85%
% of All Funds
8.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
60
Increased
227
Reduced
171
Closed
35
Calls
$7.73M
Puts
$1.69M
Net Calls
+$6.04M
Net Calls Change
-$3.68M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$130M
2
LPL Financial
LPL Financial
California
$130M
3
Corient Private Wealth
Corient Private Wealth
Florida
$40.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.6M
5
Bank of America
Bank of America
North Carolina
$172M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.3M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.75M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.3M
5
SC
Swan Capital
Florida
$5.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFAG
326
Blackston Financial Advisory Group
Florida
$429K -$17K -96 -4%
CWM
327
Chemistry Wealth Management
New York
$427K +$176 +1 +0%
CCA
328
Cora Capital Advisors
New Jersey
$425K +$107K +605 +34%
AF
329
Apexium Financial
Texas
$425K +$1.59K +9 +0.4%
HFRG
330
Houlihan Financial Resource Group
Virginia
$423K -$17.3K -95 -4%
T
331
Transce3nd
Texas
$421K -$27.9K -151 -6%
PA
332
Parallel Advisors
California
$420K -$20.1K -114 -5%
Bank of New York Mellon
333
Bank of New York Mellon
New York
$418K +$61.2K +347 +17%
FA
334
FSA Advisors
Michigan
$415K -$2.65K -15 -0.6%
WAM
335
WNY Asset Management
New York
$414K +$530 +3 +0.1%
UIM
336
Unified Investment Management
Georgia
$413K – – –
EAM
337
Everstar Asset Management
North Carolina
$406K – – –
SFG
338
SNS Financial Group
Minnesota
$401K – – –
M
339
MYeCFO
California
$399K -$12.4K -70 -3%
SCI
340
Silver Coast Investments
United States
$397K +$25.6K +145 +7%
WIC
341
Woodmont Investment Counsel
Tennessee
$397K +$397K +2,247 New
SAG
342
SageView Advisory Group
California
$390K +$1.45K +8 +0.4%
ACM
343
Arlington Capital Management
Illinois
$390K +$390K +2,207 New
AWS
344
Aspen Wealth Strategies
Colorado
$387K +$34.1K +193 +10%
AWM
345
AE Wealth Management
Kansas
$387K -$131K -743 -25%
GRP
346
Global Retirement Partners
California
$387K +$387K +2,193 New
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$386K +$115K +654 +43%
DWM
348
Diversify Wealth Management
Utah
$382K -$77.8K -417 -17%
EWA
349
Elevate Wealth Advisory
Georgia
$376K -$8.12K -46 -2%
MCM
350
MontVue Capital Management
Virginia
$375K – – –
12 13
14
15 16