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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 %
FFA
376
Farther Finance Advisors
California
$178K +$39.7K +271 +29%
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$173K +$169K +1,140 +4,222%
Bank of Montreal
378
Bank of Montreal
Ontario, Canada
$171K -$22.7K -150 -12%
NSIM
379
North Star Investment Management
Illinois
$168K – – –
CMP
380
Coston McIsaac & Partners
Maine
$153K – – –
WT
381
Whittier Trust
California
$148K – – –
VAMG
382
Voisard Asset Management Group
Michigan
$145K +$145K +980 New
UIA
383
Ulland Investment Advisors
Minnesota
$140K +$1.48K +10 +1%
PCFFS
384
Pacific Center for Financial Services
California
$136K – – –
FP
385
Financial Perspectives
Minnesota
$122K – – –
AF
386
Allworth Financial
California
$121K -$9.16K -60 -7%
CA
387
Continuum Advisory
Idaho
$120K – – –
CAL
388
Capital Advisors Ltd
Ohio
$119K +$20.1K +135 +20%
SIS
389
Strategic Investment Solutions
Illinois
$118K +$118K +835 New
AWM
390
Atticus Wealth Management
Florida
$118K -$26.3K -178 -18%
MCM
391
MidAtlantic Capital Management
Virginia
$115K – – –
CFO
392
Colony Family Offices
North Carolina
$110K – – –
IA
393
IFP Advisors
Florida
$107K -$14.8K -100 -12%
PIM
394
Progressive Investment Management
Oregon
$104K – – –
BF
395
BOK Financial
Oklahoma
$101K -$32.4K -219 -24%
WTA
396
Washington Trust Advisors
Massachusetts
$101K -$121K -815 -55%
LWANC
397
Laurel Wealth Advisors (North Carolina)
North Carolina
$96.1K – – –
BWAM
398
Boyd Watterson Asset Management
Ohio
$93.9K +$93.9K +635 New
SL
399
Salomon & Ludwin
Virginia
$89.9K -$1.92K -13 -2%
FHA
400
First Horizon Advisors
Tennessee
$82.4K +$74K +500 +877%
14 15
16
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