VPU icon

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 %
TPCW
401
TD Private Client Wealth
New York
$80.5K -$8.28K -56 -9%
BAM
402
Bellevue Asset Management
Washington
$77.7K – – –
TF
403
Tompkins Financial
New York
$74K – – –
VNA
404
Valley National Advisers
Pennsylvania
$73K – – –
TSMHT
405
Thurston Springer Miller Herd & Titak
Indiana
$70.3K +$70.3K +475 New
DJSG
406
D.J. St. Germain
Massachusetts
$68K – – –
CWM
407
Cedar Wealth Management
California
$67.9K -$2.37K -16 -3%
SSB
408
Sandy Spring Bank
Maryland
$67.1K +$591 +4 +0.9%
AEPWM
409
Atlantic Edge Private Wealth Management
Florida
$66.6K – – –
CHC
410
City Holding Co
West Virginia
$66.3K +$3.7K +25 +6%
BWL
411
Bogart Wealth LLC
Virginia
$66.3K – – –
CA
412
Crewe Advisors
Utah
$64.1K – – –
RAM
413
Ramirez Asset Management
New York
$62.1K – – –
CT
414
Colonial Trust
South Carolina
$62.1K – – –
JGIA
415
Jackson Grant Investment Advisers
Connecticut
$57.6K -$28.9K -195 -33%
CPG
416
Cornerstone Planning Group
New Jersey
$56.9K +$56.9K +363 New
PAG
417
Paladin Advisory Group
Iowa
$55.7K – – –
CFFP
418
Center for Financial Planning
Michigan
$55.5K – – –
PCMC
419
Private Capital Management (Colorado)
Colorado
$55K – – –
DCM
420
Davis Capital Management
Florida
$55K – – –
AAP
421
Arax Advisory Partners
Colorado
$53.4K – – –
BFEC
422
Benjamin F. Edwards & Company
Missouri
$53K +$14.7K +100 +38%
TWD
423
True Wealth Design
Ohio
$51.5K – – –
EWA
424
EverSource Wealth Advisors
Alabama
$51.4K – – –
ST
425
Smithfield Trust
Pennsylvania
$48K – – –
15 16
17
18 19