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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 %
AWS
326
Aspen Wealth Strategies
Colorado
$368K -$1.57K -9 -0.4%
JIC
327
Joel Isaacson & Co
New York
$366K +$3.13K +18 +0.9%
CFO
328
CVA Family Office
Colorado
$366K -$80.9K -465 -18%
SFS
329
Sharp Financial Services
Pennsylvania
$366K – – –
SB
330
Simmons Bank
Arkansas
$362K – – –
BCM
331
Blume Capital Management
California
$362K -$3.84M -22,084 -91%
AWM
332
Avior Wealth Management
Nebraska
$359K +$147K +847 +70%
FC
333
Fulcrum Capital
Washington
$357K – – –
NA
334
NewEdge Advisors
Louisiana
$354K +$73.8K +424 +26%
CPA
335
Cardiff Park Advisors
California
$352K – – –
FFL
336
Financial Freedom LLC
Ohio
$347K -$4.87K -28 -1%
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$346K -$28.7K -165 -8%
MA
338
MONECO Advisors
Connecticut
$341K -$16K -92 -4%
PCM
339
Poehling Capital Management
Wisconsin
$339K – – –
HH
340
Hilltop Holdings
Texas
$337K +$337K +1,939 New
SG
341
StoneX Group
New York
$332K +$75.6K +431 +29%
ITB
342
Idaho Trust Bank
Idaho
$331K -$2.96K -17 -0.9%
FPAS
343
Focus Partners Advisor Solutions
Missouri
$319K +$319K +1,832 New
CA
344
Clearstead Advisors
Ohio
$313K +$348 +2 +0.1%
QCM
345
Quantinno Capital Management
New York
$306K +$306K +1,760 New
CFG
346
Citizens Financial Group
Rhode Island
$304K +$26.3K +150 +9%
TWP
347
Tyche Wealth Partners
Texas
$300K – – –
EGWAG
348
Elwood & Goetz Wealth Advisory Group
Georgia
$300K – – –
MMPW
349
Mitchell McLeod Pugh & Williams
Alabama
$297K – – –
HFO
350
Heritage Family Offices
Arizona
$296K – – –
12 13
14
15 16