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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
Beacon Capital Management Inc (Ohio)
Ohio
$166M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$105M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$28.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$73.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
Bank of America
Bank of America
North Carolina
$87.4M
3
HP
Hound Partners
New York
$12.4M
4
RAG
RIA Advisory Group
Iowa
$0
5
Wells Fargo
Wells Fargo
California
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
351
Davenport & Co
Virginia
$212K +$212K +1,484 New
WPWM
352
Western Pacific Wealth Management
Illinois
$212K +$212K +1,484 New
SB
353
Strategic Blueprint
Georgia
$211K -$4.42K -31 -2%
CAMG
354
CWA Asset Management Group
Florida
$209K – – –
WWM
355
Western Wealth Management
Colorado
$206K -$8.13K -57 -4%
I
356
INVST
Indiana
$205K +$205K +1,449 New
NEPWA
357
New England Private Wealth Advisors
Massachusetts
$205K +$205K +1,445 New
MOS
358
MGO One Seven
Ohio
$205K -$20.7K -145 -9%
RWM
359
RBA Wealth Management
California
$204K +$204K +1,431 New
FPB
360
First PREMIER Bank
South Dakota
$203K – – –
SG
361
StoneX Group
New York
$203K -$237K -1,663 -54%
NEWAS
362
N.E.W. Advisory Services
Wisconsin
$203K +$203K +1,421 New
TFS
363
Thoroughbred Financial Services
Tennessee
$202K -$85K -599 -30%
FRA
364
Front Row Advisors
California
$200K +$200K +1,405 New
GVAG
365
Great Valley Advisor Group
Delaware
$200K +$200K +1,403 New
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$189K +$189K +1,332 New
CIA
367
Cape Investment Advisory
Georgia
$187K +$144K +1,011 +338%
Bank of Montreal
368
Bank of Montreal
Ontario, Canada
$183K -$1.21M -8,451 -87%
GT
369
Glenmede Trust
Pennsylvania
$178K -$57K -400 -24%
NF
370
Norwood Financial
Pennsylvania
$173K – – –
TIM
371
Tortoise Investment Management
New York
$171K +$13.8K +97 +9%
NSIM
372
North Star Investment Management
Illinois
$162K -$11.3K -79 -6%
CMP
373
Coston McIsaac & Partners
Maine
$147K -$3.41K -24 -2%
AWM
374
Avior Wealth Management
Nebraska
$145K – – –
WT
375
Whittier Trust
California
$143K – – –
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15
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