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VPU

Vanguard Utilities ETF
VPU

593 hedge funds and large institutions have $2.05B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4.35M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

58% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

8% more funds holding

Funds holding: 551 → 593 (+42)

1.43% more ownership

Funds ownership: 30.37% → 31.8% (+1.4%)

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$22.2M)

Holders
593
Holders Change
+42
Holders Change %
+7.62%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
225
Reduced
142
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.7M
2
Morgan Stanley
Morgan Stanley
New York
+$26.4M
3
Two Sigma Investments
Two Sigma Investments
New York
+$18.3M
4
CFD
Creative Financial Designs
Indiana
+$12.3M
5
Ameriprise
Ameriprise
Minnesota
+$9.81M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$19.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.95M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.29M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
401
CWA Asset Management Group
Florida
$245K +$5.99K +35 +2%
RWP
402
RWA Wealth Partners
Massachusetts
$245K – – –
OCPWS
403
One Charles Private Wealth Services
Massachusetts
$244K +$9.07K +53 +4%
NEPWA
404
New England Private Wealth Advisors
Massachusetts
$243K +$3.59K +21 +1%
ACI
405
Alpha Cubed Investments
California
$243K -$21.4K -125 -8%
WPWM
406
Western Pacific Wealth Management
Illinois
$243K – – –
FBB
407
Fulton Breakefield Broenniman
Maryland
$241K +$252K +1,473 New
WWM
408
Western Wealth Management
Colorado
$238K -$7.7K -45 -3%
CW
409
CreativeOne Wealth
Kansas
$234K +$15.6K +91 +7%
RWM
410
RBA Wealth Management
California
$232K +$28.1K +164 +13%
FPB
411
First PREMIER Bank
South Dakota
$230K -$5.48K -32 -2%
EWM
412
Executive Wealth Management
Michigan
$230K -$158K -926 -40%
CAG
413
Curtis Advisory Group
California
$229K – – –
AWM
414
Apollon Wealth Management
South Carolina
$228K +$238K +1,393 New
GVAG
415
Great Valley Advisor Group
Delaware
$227K -$25K -146 -10%
Betterment LLC
416
Betterment LLC
New York
$227K +$238K +1,390 New
CIA
417
Concurrent Investment Advisors
Florida
$227K -$10.8K -63 -4%
MOS
418
MGO One Seven
Ohio
$227K -$1.03K -6 -0.4%
FSBI
419
Fearless Solutions (Best Invest)
Texas
$225K +$235K +1,374 New
TIM
420
Tortoise Investment Management
New York
$224K +$12K +70 +5%
CAS
421
Coppell Advisory Solutions
Texas
$222K +$18K +105 +8%
GIA
422
Gladstone Institutional Advisory
Florida
$221K – – –
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$219K – – –
MPCL
424
My Personal CFO LLC
Washington
$217K – – –
HFS
425
Heritage Financial Services
Massachusetts
$216K +$227K +1,324 New
15 16
17
18 19

VPU Hedge Fund Activity: Q4 2024 in Review

593 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2024, worth a combined $2.05B — up 1.1% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VPU positions and 44 closed out — a net gain of 53 holders — while 225 added to existing stakes and 142 trimmed.

The largest buyer was Bank of America, adding an estimated $46.7M. The largest seller was UBS Group, cutting an estimated $19.2M.

  • 593 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2024, up from 551 in Q3 2024.
  • Funds reported $2.05B of Vanguard Utilities ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 97 funds opened new Vanguard Utilities ETF positions in Q4 2024 and 44 closed out, a net change of +53 holders.
  • The largest Vanguard Utilities ETF buyer in Q4 2024 was Bank of America, an estimated $46.7M added.
  • The largest Vanguard Utilities ETF seller in Q4 2024 was UBS Group, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2024.