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Vanguard Utilities ETF
VPU

Overview Fund Activity

549 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+38
Holders Change %
+7.44%
% of All Funds
7.94%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
79
Increased
188
Reduced
156
Closed
32
Calls
$6.82M
Puts
$3.55M
Net Calls
+$3.27M
Net Calls Change
-$796K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$124M
2
I
INVST
Indiana
$8.65M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
RB
Richmond Brothers
Michigan
$7.3M
5
UBS Group
UBS Group
Switzerland
$72.4M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$94.5M
2
DIA
Davidson Investment Advisors
Montana
$0
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$180M
4
FNC
First National Corp
Massachusetts
$5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
401
Ellis Investment Partners
Pennsylvania
$213K +$213K +1,224 New
FSC
402
Full Sail Capital
Oklahoma
$212K +$212K +1,218 New
ECA
403
Elevation Capital Advisory
Oregon
$209K +$209K +1,199 New
PI
404
PFG Investments
New York
$208K -$64.9K -373 -24%
PSF
405
Pacific Sun Financial
California
$207K +$207K +1,190 New
WS
406
Wedbush Securities
California
$206K +$206K +1,183 New
IAMOG
407
Investors Asset Management of Georgia
Georgia
$205K +$205K +1,179 New
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$203K – – –
VF
409
Vawter Financial
Ohio
$200K +$200K +1,150 New
NSIM
410
North Star Investment Management
Illinois
$200K +$1.74K +10 +0.9%
AP
411
Advisors Preferred
Maryland
$200K +$200K +1,138 New
HT
412
Headlands Technologies
Illinois
$192K +$163K +935 +553%
CA
413
Continuum Advisory
Idaho
$178K +$41.7K +247 +31%
WT
414
Whittier Trust
California
$174K – – –
VAMG
415
Voisard Asset Management Group
Michigan
$171K – – –
AGWCA
416
Annis Gardner Whiting Capital Advisors
Florida
$167K +$167K +960 New
CAL
417
Capital Advisors Ltd
Ohio
$161K +$21.4K +123 +15%
PCFFS
418
Pacific Center for Financial Services
California
$160K – – –
BCM
419
Basso Capital Management
Connecticut
$157K -$228K -1,308 -59%
BF
420
BOK Financial
Oklahoma
$152K +$32.9K +188 +28%
FP
421
Financial Perspectives
Minnesota
$144K – – –
AF
422
Allworth Financial
California
$142K +$3.48K +20 +3%
FIA
423
FNY Investment Advisers
New York
$139K +$139K +800 New
AWM
424
Atticus Wealth Management
Florida
$136K -$2.61K -15 -2%
MCM
425
MidAtlantic Capital Management
Virginia
$135K – – –
15 16
17
18 19