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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 %
MG
326
Mather Group
Illinois
$256K – – –
MMPW
327
Mitchell McLeod Pugh & Williams
Alabama
$253K – – –
TWP
328
Tyche Wealth Partners
Texas
$246K – – –
EGWAG
329
Elwood & Goetz Wealth Advisory Group
Georgia
$245K -$1.28K -9 -0.5%
Northern Trust
330
Northern Trust
Illinois
$242K -$42.8K -300 -15%
HWMA
331
Heritage Wealth Management (Arizona)
Arizona
$242K – – –
NA
332
NewEdge Advisors
Louisiana
$238K -$447K -3,136 -65%
ACA
333
Atlas Capital Advisors
Wyoming
$238K +$65.7K +461 +38%
MWM
334
Modern Wealth Management
Kansas
$237K +$237K +1,664 New
CA
335
Clearstead Advisors
Ohio
$237K +$136K +882 +136%
SFS
336
Summit Financial Strategies
Ohio
$236K – – –
RIA
337
Realta Investment Advisors
Delaware
$235K +$428 +3 +0.2%
GSIAS
338
Garden State Investment Advisory Services
New Jersey
$235K -$15.8K -111 -6%
PL
339
Plancorp LLC
Missouri
$233K -$14.3K -100 -6%
MA
340
Montag & Associates
Georgia
$233K – – –
DAM
341
Derbend Asset Management
Georgia
$232K +$232K +1,626 New
CL
342
Choreo LLC
Illinois
$225K -$28.4K -199 -11%
NPFS
343
Novak & Powell Financial Services
Florida
$223K +$3.58K +91 +2%
OCPWS
344
One Charles Private Wealth Services
Massachusetts
$222K +$222K +1,556 New
AFG
345
Atomi Financial Group
New York
$220K +$220K +1,542 New
JIP
346
Jaffetilchin Investment Partners
Florida
$217K +$143 +1 +0.1%
ACI
347
Alpha Cubed Investments
California
$217K -$81.8K -574 -27%
CAG
348
Curtis Advisory Group
California
$214K – – –
RWP
349
RWA Wealth Partners
Massachusetts
$214K +$214K +1,500 New
WTA
350
Washington Trust Advisors
Massachusetts
$213K – – –
12 13
14
15 16