VPU icon

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 %
FFL
351
Financial Freedom LLC
Ohio
$326K +$817 +5 +0.3%
PCM
352
Poehling Capital Management
Wisconsin
$319K – – –
NA
353
NewEdge Advisors
Louisiana
$316K -$16K -98 -5%
SG
354
StoneX Group
New York
$312K +$2.29K +14 +0.7%
GSIAS
355
Garden State Investment Advisory Services
New Jersey
$311K +$51.4K +314 +20%
AWM
356
Avior Wealth Management
Nebraska
$307K -$29.7K -182 -9%
CA
357
Clearstead Advisors
Ohio
$307K +$12.9K +79 +4%
MFA
358
McClarren Financial Advisors
Pennsylvania
$297K +$68.3K +419 +30%
OWM
359
OneAscent Wealth Management
Alabama
$296K -$56.8K -348 -16%
CCA
360
Cora Capital Advisors
New Jersey
$295K -$52.1K -319 -15%
VCP
361
Verus Capital Partners
Arizona
$294K +$294K +1,801 New
MCCP
362
Mission Creek Capital Partners
California
$292K +$55.9K +342 +24%
MA
363
MONECO Advisors
Connecticut
$291K -$29.9K -183 -9%
CFG
364
Citizens Financial Group
Rhode Island
$284K +$327 +2 +0.1%
TWP
365
Tyche Wealth Partners
Texas
$282K – – –
EGWAG
366
Elwood & Goetz Wealth Advisory Group
Georgia
$281K – – –
BCA
367
Bay Colony Advisors
Massachusetts
$281K -$361K -2,207 -56%
TCOV
368
Trust Company of Vermont
Vermont
$280K +$280K +1,715 New
MMPW
369
Mitchell McLeod Pugh & Williams
Alabama
$279K – – –
RWA
370
Roberts Wealth Advisors
California
$279K +$279K +1,679 New
HFO
371
Heritage Family Offices
Arizona
$278K – – –
SCI
372
Silver Coast Investments
United States
$278K +$980 +6 +0.4%
LPT
373
Legacy Private Trust
Wisconsin
$275K +$275K +1,684 New
EAM
374
Evanson Asset Management
California
$275K – – –
NW
375
NewEdge Wealth
Pennsylvania
$273K +$273K +1,673 New
13 14
15
16 17