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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 %
CIA
376
Cape Investment Advisory
Georgia
$272K +$25.2K +154 +10%
RWM
377
Rialto Wealth Management
New York
$271K +$271K +1,660 New
WAM
378
WNY Asset Management
New York
$271K -$327 -2 -0.1%
RPCONE
379
Retirement Planning Company of New England
Rhode Island
$271K -$1.8K -11 -0.7%
CFO
380
CVA Family Office
Colorado
$269K -$74.4K -455 -22%
MA
381
Montag & Associates
Georgia
$267K – – –
MWM
382
Modern Wealth Management
Kansas
$266K +$3.59K +22 +1%
MAWA
383
Moss Adams Wealth Advisors
Washington
$265K +$265K +1,622 New
PIA
384
Panoramic Investment Advisors
Colorado
$265K +$2.94K +18 +1%
KPWM
385
KDK Private Wealth Management
Texas
$264K +$264K +1,617 New
KWA
386
Kellett Wealth Advisors
Ohio
$262K -$123K -750 -32%
SW
387
Solidarity Wealth
Utah
$262K – – –
PP
388
PDS Planning
Ohio
$261K +$261K +1,599 New
KWA
389
Kingswood Wealth Advisors
California
$259K +$259K +1,584 New
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$258K -$67.3K -412 -21%
SIS
391
Strategic Investment Solutions
Illinois
$256K +$26.6K +164 +12%
ZRP
392
Zynergy Retirement Planning
New Jersey
$254K – – –
SB
393
Strategic Blueprint
Georgia
$252K +$21.4K +131 +9%
DC
394
Davenport & Co
Virginia
$251K -$3.27K -20 -1%
BlackRock
395
BlackRock
New York
$250K +$250K +1,528 New
JIP
396
Jaffetilchin Investment Partners
Florida
$250K +$327 +2 +0.1%
GT
397
Glenmede Trust
Pennsylvania
$248K – – –
AssetMark Inc
398
AssetMark Inc
California
$247K +$124K +761 +101%
MFS
399
Miller Financial Services
Michigan
$247K +$247K +1,510 New
CAMG
400
CWA Asset Management Group
Florida
$245K +$5.72K +35 +2%
14 15
16
17 18