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Vanguard Utilities ETF
VPU

Overview Fund Activity

589 hedge funds and large institutions have $2.04B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 225 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+40
Holders Change %
+7.29%
% of All Funds
7.84%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
96
Increased
225
Reduced
140
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$17.5M
4
CFD
4
Creative Financial Designs
Indiana
$13.4M
5
Ameriprise
5
Ameriprise
Minnesota
$36.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$49.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$98.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.03M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.9M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
326
Northern Trust
Illinois
$369K +$9.48K +58 +3%
MCCA
327
Mill Creek Capital Advisors
Pennsylvania
$367K – – –
CFP
328
Curran Financial Partners
South Carolina
$367K -$1.07M -6,572 -75%
FFN
329
Focus Financial Network
Minnesota
$364K +$981 +6 +0.3%
BP
330
Ballentine Partners
Massachusetts
$363K +$363K +2,223 New
AF
331
Apexium Financial
Texas
$362K +$362K +2,213 New
SFS
332
Sharp Financial Services
Pennsylvania
$360K +$16.3K +100 +5%
GS
333
GTS Securities
New York
$354K +$354K +2,166 New
GRP
334
Global Retirement Partners
California
$352K +$101K +619 +40%
JIC
335
Joel Isaacson & Co
New York
$349K +$5.23K +32 +2%
EWA
336
Elevate Wealth Advisory
Georgia
$349K +$490 +3 +0.1%
MCM
337
MontVue Capital Management
Virginia
$347K – – –
AWA
338
Acorn Wealth Advisors
Michigan
$347K -$2.61K -16 -0.7%
GLLW
339
Graves Light Lenhart Wealth
Virginia
$345K -$1.14K -7 -0.3%
WIA
340
World Investment Advisors
California
$341K -$15.2K -93 -4%
HH
341
Hilltop Holdings
Texas
$340K +$23.2K +142 +7%
SB
342
Simmons Bank
Arkansas
$340K – – –
ITB
343
Idaho Trust Bank
Idaho
$338K +$27.5K +168 +9%
Belvedere Trading
344
Belvedere Trading
Illinois
$338K +$338K +2,066 New
FC
345
Fulcrum Capital
Washington
$335K – – –
Bank of New York Mellon
346
Bank of New York Mellon
New York
$334K -$269K -1,645 -45%
CPA
347
Cardiff Park Advisors
California
$330K – – –
CG
348
Caprock Group
Idaho
$329K +$329K +2,011 New
FHA
349
Flagship Harbor Advisors
Massachusetts
$328K -$145K -889 -31%
AWS
350
Aspen Wealth Strategies
Colorado
$327K -$18.8K -115 -5%
12 13
14
15 16