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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 %
AWM
376
Atticus Wealth Management
Florida
$139K -$24K -168 -15%
NFSG
377
Newbridge Financial Services Group
Florida
$137K -$111K -776 -45%
UIA
378
Ulland Investment Advisors
Minnesota
$134K – – –
FFA
379
Farther Finance Advisors
California
$134K +$92.4K +652 +225%
PCFFS
380
Pacific Center for Financial Services
California
$131K – – –
BF
381
BOK Financial
Oklahoma
$128K -$84.1K -593 -40%
CA
382
Continuum Advisory
Idaho
$125K +$125K +809 New
AF
383
Allworth Financial
California
$122K -$8.13K -57 -6%
FP
384
Financial Perspectives
Minnesota
$118K – – –
IA
385
IFP Advisors
Florida
$118K +$106K +740 +871%
MCM
386
MidAtlantic Capital Management
Virginia
$111K – – –
AFS
387
Annapolis Financial Services
Maryland
$107K – – –
CFO
388
Colony Family Offices
North Carolina
$106K – – –
S
389
SignatureFD
Georgia
$105K +$2.57K +18 +3%
PIM
390
Progressive Investment Management
Oregon
$99.8K – – –
CAL
391
Capital Advisors Ltd
Ohio
$95K – – –
LWANC
392
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.7K – – –
FGAM
393
Financial Gravity Asset Management
Texas
$90.2K +$52.7K +376 +141%
SL
394
Salomon & Ludwin
Virginia
$88.5K -$5.13K -36 -5%
TPCW
395
TD Private Client Wealth
New York
$85.5K +$12.8K +90 +18%
JGIA
396
Jackson Grant Investment Advisers
Connecticut
$83.3K +$570 +4 +0.7%
Jones Financial Companies
397
Jones Financial Companies
Missouri
$80K +$66.5K +466 +491%
BAM
398
Bellevue Asset Management
Washington
$74.9K – – –
AssetMark Inc
399
AssetMark Inc
California
$72.7K +$62.3K +437 +599%
TF
400
Tompkins Financial
New York
$71.3K -$7.98K -56 -10%
14 15
16
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