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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 %
CAMG
401
CWA Asset Management Group
Florida
$256K – – –
MFS
402
Miller Financial Services
Michigan
$256K -$1.71K -10 -0.7%
NEPWA
403
New England Private Wealth Advisors
Massachusetts
$255K +$1.37K +8 +0.5%
KWA
404
Kingswood Wealth Advisors
California
$254K -$16.2K -95 -6%
OC
405
Oppenheimer & Co
New York
$253K -$439K -2,573 -63%
WPWM
406
Western Pacific Wealth Management
Illinois
$253K – – –
KWA
407
Kellett Wealth Advisors
Ohio
$253K -$20.7K -121 -8%
FBB
408
Fulton Breakefield Broenniman
Maryland
$252K – – –
MCCP
409
Mission Creek Capital Partners
California
$251K -$54.8K -321 -18%
AT
410
Avalon Trust
New Mexico
$249K +$249K +1,457 New
SMC
411
Smith, Moore & Co
Missouri
$249K +$249K +1,456 New
SWM
412
SeaCrest Wealth Management
New York
$241K +$241K +1,412 New
CAG
413
Curtis Advisory Group
California
$239K – – –
GVAG
414
Great Valley Advisor Group
Delaware
$239K +$1.71K +10 +0.7%
ZRP
415
Zynergy Retirement Planning
New Jersey
$238K – – –
KWM
416
Kingsview Wealth Management
Oregon
$238K +$238K +1,396 New
SB
417
Strategic Blueprint
Georgia
$237K -$26.3K -154 -10%
RWM
418
RBA Wealth Management
California
$236K -$6.66K -39 -3%
TIM
419
Tortoise Investment Management
New York
$235K +$342 +2 +0.1%
GIA
420
Gladstone Institutional Advisory
Florida
$234K +$2.9K +17 +1%
CW
421
CreativeOne Wealth
Kansas
$234K -$10.9K -64 -4%
DAS
422
Dynamic Advisor Solutions
Arizona
$230K +$230K +1,349 New
JFG
423
JMG Financial Group
Illinois
$229K +$229K +1,342 New
HR
424
Howe & Rusling
New York
$229K +$155K +908 +210%
CRI
425
Colonial River Investments
Virginia
$227K +$227K +1,330 New
15 16
17
18 19