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VPU

Vanguard Utilities ETF

593 hedge funds and large institutions have $2.05B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4.35M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

58% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 551593 (+42)

1.43% more ownership

Funds ownership: 30.37%31.8% (+1.4%)

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$22.2M)

Holders
593
Holders Change
+42
Holders Change %
+7.62%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
225
Reduced
142
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
351
Flagship Harbor Advisors
Massachusetts
$328K -$152K -889 -31%
AWS
352
Aspen Wealth Strategies
Colorado
$327K -$19.7K -115 -5%
FFL
353
Financial Freedom LLC
Ohio
$326K +$856 +5 +0.3%
PCM
354
Poehling Capital Management
Wisconsin
$319K
NA
355
NewEdge Advisors
Louisiana
$316K -$16.8K -98 -5%
SG
356
StoneX Group
New York
$312K +$2.4K +14 +0.7%
GSIAS
357
Garden State Investment Advisory Services
New Jersey
$311K +$53.7K +314 +20%
AWM
358
Avior Wealth Management
Nebraska
$307K -$31.1K -182 -9%
CA
359
Clearstead Advisors
Ohio
$307K +$13.5K +79 +4%
MFA
360
McClarren Financial Advisors
Pennsylvania
$297K +$71.7K +419 +30%
OWM
361
OneAscent Wealth Management
Alabama
$296K -$59.6K -348 -16%
CCA
362
Cora Capital Advisors
New Jersey
$295K -$54.6K -319 -15%
MCCP
363
Mission Creek Capital Partners
California
$292K +$58.5K +342 +24%
MA
364
MONECO Advisors
Connecticut
$291K -$31.3K -183 -9%
CFG
365
Citizens Financial Group
Rhode Island
$284K +$342 +2 +0.1%
TWP
366
Tyche Wealth Partners
Texas
$282K
EGWAG
367
Elwood & Goetz Wealth Advisory Group
Georgia
$281K
BCA
368
Bay Colony Advisors
Massachusetts
$281K -$378K -2,207 -56%
TCOV
369
Trust Company of Vermont
Vermont
$280K +$294K +1,715 New
MMPW
370
Mitchell McLeod Pugh & Williams
Alabama
$279K
RWA
371
Roberts Wealth Advisors
California
$279K +$287K +1,679 New
HFO
372
Heritage Family Offices
Arizona
$278K
SCI
373
Silver Coast Investments
United States
$278K +$1.03K +6 +0.4%
LPT
374
Legacy Private Trust
Wisconsin
$275K +$288K +1,684 New
EAM
375
Evanson Asset Management
California
$275K

VPU Hedge Fund Activity: Q4 2024 in Review

593 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2024, worth a combined $2.05B — up 1.1% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VPU positions and 44 closed out — a net gain of 53 holders — while 225 added to existing stakes and 142 trimmed.

The largest buyer was Bank of America, adding an estimated $46.7M. The largest seller was UBS Group, cutting an estimated $19.2M.

  • 593 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2024, up from 551 in Q3 2024.
  • Funds reported $2.05B of Vanguard Utilities ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 97 funds opened new Vanguard Utilities ETF positions in Q4 2024 and 44 closed out, a net change of +53 holders.
  • The largest Vanguard Utilities ETF buyer in Q4 2024 was Bank of America, an estimated $46.7M added.
  • The largest Vanguard Utilities ETF seller in Q4 2024 was UBS Group, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2024.