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Vanguard Utilities ETF
VPU

Overview Fund Activity

511 hedge funds and large institutions have $1.78B invested in Vanguard Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 149 increasing their positions, 172 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+21
Holders Change %
+4.29%
% of All Funds
7.43%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
57
Increased
149
Reduced
172
Closed
26
Calls
$5.53M
Puts
$1.46M
Net Calls
+$4.07M
Net Calls Change
-$908K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$157M
2
LJAC
L.J. Altfest & Co
New York
$16.9M
3
UBS Group
UBS Group
Switzerland
$55.7M
4
SC
Swan Capital
Florida
$8.13M
5
PCH
PGIM Custom Harvest
New Jersey
$21.4M

Top Sellers

1
HP
Hound Partners
New York
$0
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$163M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.9M
4
NSLI
Nan Shan Life Insurance
Taiwan
$0
5
GB
Gunma Bank
Japan
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
326
Renaissance Technologies
New York
$266K +$266K +1,800 New
OWM
327
OneAscent Wealth Management
Alabama
$266K -$66.2K -443 -20%
RPCONE
328
Retirement Planning Company of New England
Rhode Island
$266K -$5.77K -39 -2%
CA
329
Clearstead Advisors
Ohio
$266K +$39.2K +265 +17%
FFA
330
Florida Financial Advisors
Florida
$256K +$256K +1,734 New
TWP
331
Tyche Wealth Partners
Texas
$255K – – –
EGWAG
332
Elwood & Goetz Wealth Advisory Group
Georgia
$255K – – –
MTC
333
Matrix Trust Company
Colorado
$254K +$254K +1,718 New
MMPW
334
Mitchell McLeod Pugh & Williams
Alabama
$253K -$10.2K -69 -4%
WAM
335
WNY Asset Management
New York
$252K -$74K -500 -23%
HWMA
336
Heritage Wealth Management (Arizona)
Arizona
$251K – – –
HFO
337
Heritage Family Offices
Arizona
$251K +$251K +1,700 New
SFS
338
Summit Financial Strategies
Ohio
$245K – – –
Northern Trust
339
Northern Trust
Illinois
$244K -$7.54K -51 -3%
MA
340
Montag & Associates
Georgia
$243K – – –
MWM
341
Modern Wealth Management
Kansas
$242K -$3.7K -25 -2%
FPB
342
First PREMIER Bank
South Dakota
$240K +$29.5K +200 +14%
ACI
343
Alpha Cubed Investments
California
$238K +$13.5K +91 +6%
NA
344
NewEdge Advisors
Louisiana
$238K -$8.88K -60 -4%
CFG
345
Citizens Financial Group
Rhode Island
$236K +$236K +1,583 New
GSIAS
346
Garden State Investment Advisory Services
New Jersey
$234K -$11.2K -75 -5%
CIA
347
Concurrent Investment Advisors
Florida
$234K +$234K +1,583 New
PI
348
PFG Investments
New York
$232K -$598K -4,042 -72%
OCPWS
349
One Charles Private Wealth Services
Massachusetts
$229K -$1.63K -11 -0.7%
CIA
350
Cape Investment Advisory
Georgia
$226K +$32.4K +219 +17%
12 13
14
15 16