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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 %
JIP
351
Jaffetilchin Investment Partners
Florida
$226K – – –
DC
352
Davenport & Co
Virginia
$225K +$5.18K +35 +2%
PCA
353
Prosperity Capital Advisors
Ohio
$223K +$223K +1,506 New
RWP
354
RWA Wealth Partners
Massachusetts
$222K – – –
WPWM
355
Western Pacific Wealth Management
Illinois
$220K – – –
ACP
356
Aveo Capital Partners
Colorado
$218K +$218K +1,475 New
SG
357
StoneX Group
New York
$218K +$6.11K +41 +3%
PWM
358
Praetorian Wealth Management
California
$217K +$217K +1,470 New
NEPWA
359
New England Private Wealth Advisors
Massachusetts
$216K +$299 +2 +0.1%
ZRP
360
Zynergy Retirement Planning
New Jersey
$216K +$216K +1,459 New
MOS
361
MGO One Seven
Ohio
$215K +$2.96K +20 +1%
I
362
INVST
Indiana
$212K -$440 -3 -0.2%
WWM
363
Western Wealth Management
Colorado
$212K -$1.48K -10 -0.7%
FRA
364
Front Row Advisors
California
$210K – – –
CAG
365
Curtis Advisory Group
California
$207K -$14.8K -100 -7%
M
366
MYeCFO
California
$206K +$206K +1,392 New
GVAG
367
Great Valley Advisor Group
Delaware
$204K -$3.4K -23 -2%
GT
368
Glenmede Trust
Pennsylvania
$202K +$17.9K +121 +10%
BAM
369
BTS Asset Management
Massachusetts
$202K +$202K +1,359 New
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$198K – – –
RIA
371
Realta Investment Advisors
Delaware
$195K -$49.3K -333 -20%
CAS
372
Coppell Advisory Solutions
Texas
$187K +$187K +1,267 New
TFF
373
The Family Firm
Maryland
$187K +$187K +1,263 New
TIM
374
Tortoise Investment Management
New York
$187K +$9.76K +66 +6%
AWM
375
Avior Wealth Management
Nebraska
$180K +$29.6K +200 +20%
13 14
15
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