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Vanguard Utilities ETF
VPU

Overview Fund Activity

595 hedge funds and large institutions have $2.07B invested in Vanguard Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
8.08%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
60
Increased
223
Reduced
175
Closed
40
Calls
$10.4M
Puts
$683K
Net Calls
+$9.72M
Net Calls Change
+$143K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$15.7M
2
Morgan Stanley
Morgan Stanley
New York
+$12.5M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$11.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.93M
5
Ameriprise
Ameriprise
Minnesota
+$6.84M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$130M
2
Bank of America
Bank of America
North Carolina
-$10.5M
3
LPL Financial
LPL Financial
California
-$8.5M
4
Two Sigma Investments
Two Sigma Investments
New York
-$7.26M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFL
376
Financial Freedom LLC
Ohio
$288K -$52.6K -308 -15%
LPT
377
Legacy Private Trust
Wisconsin
$288K – – –
EAM
378
Evanson Asset Management
California
$287K – – –
CIA
379
Cape Investment Advisory
Georgia
$286K +$1.71K +10 +0.6%
RPCONE
380
Retirement Planning Company of New England
Rhode Island
$285K +$1.71K +10 +0.6%
EGWAG
381
Elwood & Goetz Wealth Advisory Group
Georgia
$284K -$9.74K -57 -3%
MA
382
MONECO Advisors
Connecticut
$283K -$20.8K -122 -7%
RWM
383
Rialto Wealth Management
New York
$282K -$1.54K -9 -0.5%
CFO
384
CVA Family Office
Colorado
$281K – – –
RWA
385
Roberts Wealth Advisors
California
$279K -$8.03K -47 -3%
MA
386
Montag & Associates
Georgia
$279K – – –
PIA
387
Panoramic Investment Advisors
Colorado
$278K +$1.54K +9 +0.6%
GT
388
Glenmede Trust
Pennsylvania
$278K +$18.4K +108 +7%
PP
389
PDS Planning
Ohio
$275K +$1.71K +10 +0.6%
KPWM
390
KDK Private Wealth Management
Texas
$274K -$2.05K -12 -0.7%
SW
391
Solidarity Wealth
Utah
$274K – – –
OCPWS
392
One Charles Private Wealth Services
Massachusetts
$273K +$17.9K +105 +7%
SFS
393
Sharp Financial Services
Pennsylvania
$273K -$102K -600 -27%
PWM
394
Praetorian Wealth Management
California
$272K +$57.2K +335 +27%
MWM
395
Modern Wealth Management
Kansas
$270K -$9.05K -53 -3%
WWM
396
Western Wealth Management
Colorado
$266K +$17.3K +101 +7%
JFGLC
397
Johnson Financial Group LLC (Colorado)
Colorado
$264K +$264K +1,545 New
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$262K +$174K +1,018 +197%
DC
399
Davenport & Co
Virginia
$262K – – –
JIP
400
Jaffetilchin Investment Partners
Florida
$261K – – –
14 15
16
17 18