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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 %
LIM
351
Leavell Investment Management
Alabama
$375K -$15.2K -86 -4%
CA
352
Continuum Advisory
Idaho
$373K +$186K +1,056 +100%
CJ
353
Caitlin John
Michigan
$370K +$28.8K +163 +8%
PSCM
354
Per Stirling Capital Management
Texas
$368K +$368K +2,083 New
SB
355
Simmons Bank
Arkansas
$367K – – –
FC
356
Fulcrum Capital
Washington
$362K – – –
ITB
357
Idaho Trust Bank
Idaho
$359K +$4.41K +25 +1%
CPA
358
Cardiff Park Advisors
California
$357K – – –
CCM
359
Coldstream Capital Management
Washington
$352K +$339K +1,920 +2,526%
EGWAG
360
Elwood & Goetz Wealth Advisory Group
Georgia
$350K +$56.3K +319 +19%
PCM
361
Poehling Capital Management
Wisconsin
$344K – – –
MWM
362
Modera Wealth Management
New Jersey
$344K +$344K +1,947 New
AWA
363
Acorn Wealth Advisors
Michigan
$343K -$33.7K -191 -9%
KA
364
Kovack Advisors
Florida
$343K -$96.9K -549 -22%
GLLW
365
Graves Light Lenhart Wealth
Virginia
$338K +$706 +4 +0.2%
BP
366
Ballentine Partners
Massachusetts
$335K – – –
MFA
367
McClarren Financial Advisors
Pennsylvania
$333K +$66K +374 +25%
CA
368
Clearstead Advisors
Ohio
$332K +$353 +2 +0.1%
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$325K -$91.4K -518 -22%
BAM
370
BTS Asset Management
Massachusetts
$324K -$17.3K -98 -5%
HAP
371
Harbor Asset Planning
Massachusetts
$322K +$322K +1,821 New
VCP
372
Verus Capital Partners
Arizona
$316K -$1.59K -9 -0.5%
FPAS
373
Focus Partners Advisor Solutions
Missouri
$309K +$2.12K +12 +0.7%
CCFM
374
Clear Creek Financial Management
Washington
$308K +$308K +1,743 New
CFG
375
Citizens Financial Group
Rhode Island
$307K +$353 +2 +0.1%
13 14
15
16 17