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VPU

Vanguard Utilities ETF
VPU

617 hedge funds and large institutions have $2.25B invested in Vanguard Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 227 increasing their positions, 176 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $7.73M | Put options by funds: $1.69M

72% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 176

8% more capital invested

Capital invested by funds: $2.08B → $2.25B (+$169M)

3% more funds holding

Funds holding: 601 → 617 (+16)

1.86% more ownership

Funds ownership: 30.71% → 32.57% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
617
Holders Change
+16
Holders Change %
+2.66%
% of All Funds
8.12%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
62
Increased
227
Reduced
176
Closed
36
Calls
$7.73M
Puts
$1.69M
Net Calls
+$6.04M
Net Calls Change
-$3.68M

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$81.4M
2
LPL Financial
LPL Financial
California
+$20.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.3M
4
Bank of America
Bank of America
North Carolina
+$9.12M
5
UBS Group
UBS Group
Switzerland
+$6.57M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.7M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$14.9M
3
Two Sigma Investments
Two Sigma Investments
New York
-$11M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$9M
5
VC
Vestor Capital
Illinois
-$8.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
376
Harbor Asset Planning
Massachusetts
$322K +$314K +1,821 New
FPAS
377
Focus Partners Advisor Solutions
Missouri
$309K +$2.07K +12 +0.7%
CCFM
378
Clear Creek Financial Management
Washington
$308K +$301K +1,743 New
CFG
379
Citizens Financial Group
Rhode Island
$307K +$345 +2 +0.1%
TWP
380
Tyche Wealth Partners
Texas
$304K – – –
SFS
381
Sharp Financial Services
Pennsylvania
$304K +$21.6K +125 +8%
TCOV
382
Trust Company of Vermont
Vermont
$303K – – –
MMPW
383
Mitchell McLeod Pugh & Williams
Alabama
$302K – – –
SFC
384
Swisher Financial Concepts
Ohio
$300K +$517 +3 +0.2%
FFL
385
Financial Freedom LLC
Ohio
$298K – – –
LPT
386
Legacy Private Trust
Wisconsin
$297K – – –
RPCONE
387
Retirement Planning Company of New England
Rhode Island
$295K +$1.21K +7 +0.4%
TSS
388
Two Sigma Securities
New York
$293K +$286K +1,659 New
CFO
389
CVA Family Office
Colorado
$290K – – –
PIA
390
Panoramic Investment Advisors
Colorado
$289K +$1.55K +9 +0.6%
RWA
391
Roberts Wealth Advisors
California
$288K – – –
MA
392
Montag & Associates
Georgia
$288K – – –
KWA
393
Kellett Wealth Advisors
Ohio
$288K +$25.9K +150 +10%
HFO
394
Heritage Family Offices
Arizona
$287K – – –
PP
395
PDS Planning
Ohio
$286K +$2.24K +13 +0.8%
MA
396
MONECO Advisors
Connecticut
$286K -$6.55K -38 -2%
SW
397
Solidarity Wealth
Utah
$283K – – –
OWM
398
OneAscent Wealth Management
Alabama
$280K -$30.9K -179 -10%
CAMG
399
CWA Asset Management Group
Florida
$278K +$13.1K +76 +5%
NEPWA
400
New England Private Wealth Advisors
Massachusetts
$276K +$1.73K +10 +0.7%
14 15
16
17 18

VPU Hedge Fund Activity: Q2 2025 in Review

617 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2025, worth a combined $2.25B — up 8.1% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VPU positions and 36 closed out — a net gain of 26 holders — while 227 added to existing stakes and 176 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $81.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22.7M.

  • 617 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2025, up from 601 in Q1 2025.
  • Funds reported $2.25B of Vanguard Utilities ETF stock for Q2 2025, up 8.1% quarter-over-quarter.
  • 62 funds opened new Vanguard Utilities ETF positions in Q2 2025 and 36 closed out, a net change of +26 holders.
  • The largest Vanguard Utilities ETF buyer in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $81.4M added.
  • The largest Vanguard Utilities ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2025.