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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
8.12%
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
+$83.3M
2
LPL Financial
LPL Financial
California
+$20.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$19.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.6M
5
Bank of America
Bank of America
North Carolina
+$9.33M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23.2M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$15.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$11M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$9.21M
5
SC
Swan Capital
Florida
-$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
376
Tyche Wealth Partners
Texas
$304K – – –
SFS
377
Sharp Financial Services
Pennsylvania
$304K +$22.1K +125 +8%
TCOV
378
Trust Company of Vermont
Vermont
$303K – – –
MMPW
379
Mitchell McLeod Pugh & Williams
Alabama
$302K – – –
SFC
380
Swisher Financial Concepts
Ohio
$300K +$530 +3 +0.2%
FFL
381
Financial Freedom LLC
Ohio
$298K – – –
LPT
382
Legacy Private Trust
Wisconsin
$297K – – –
RPCONE
383
Retirement Planning Company of New England
Rhode Island
$295K +$1.24K +7 +0.4%
TSS
384
Two Sigma Securities
New York
$293K +$293K +1,659 New
CFO
385
CVA Family Office
Colorado
$290K – – –
PIA
386
Panoramic Investment Advisors
Colorado
$289K +$1.59K +9 +0.6%
RWA
387
Roberts Wealth Advisors
California
$288K – – –
MA
388
Montag & Associates
Georgia
$288K – – –
KWA
389
Kellett Wealth Advisors
Ohio
$288K +$26.5K +150 +10%
HFO
390
Heritage Family Offices
Arizona
$287K – – –
PP
391
PDS Planning
Ohio
$286K +$2.3K +13 +0.8%
MA
392
MONECO Advisors
Connecticut
$286K -$6.71K -38 -2%
SW
393
Solidarity Wealth
Utah
$283K – – –
OWM
394
OneAscent Wealth Management
Alabama
$280K -$31.6K -179 -10%
CAMG
395
CWA Asset Management Group
Florida
$278K +$13.4K +76 +5%
NEPWA
396
New England Private Wealth Advisors
Massachusetts
$276K +$1.84K +10 +0.7%
KPWM
397
KDK Private Wealth Management
Texas
$274K -$8.83K -50 -3%
JFGLC
398
Johnson Financial Group LLC (Colorado)
Colorado
$273K – – –
SMC
399
Smith, Moore & Co
Missouri
$272K +$15.4K +87 +6%
ZAM
400
Zevin Asset Management
Massachusetts
$270K +$270K +1,529 New
14 15
16
17 18