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Vanguard Utilities ETF
VPU

Overview Fund Activity

606 hedge funds and large institutions have $2.25B invested in Vanguard Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 227 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+11
Holders Change %
+1.85%
% of All Funds
8.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
60
Increased
227
Reduced
171
Closed
35
Calls
$7.73M
Puts
$1.69M
Net Calls
+$6.04M
Net Calls Change
-$3.68M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$130M
2
LPL Financial
LPL Financial
California
$130M
3
Corient Private Wealth
Corient Private Wealth
Florida
$40.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.6M
5
Bank of America
Bank of America
North Carolina
$172M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.3M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.75M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.3M
5
SC
Swan Capital
Florida
$5.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
426
Capital Investment Advisors
Georgia
$253K +$45.4K +257 +22%
SWM
427
SeaCrest Wealth Management
New York
$248K -$706 -4 -0.3%
CAG
428
Curtis Advisory Group
California
$247K – – –
CCMG
429
Clark Capital Management Group
Pennsylvania
$247K +$247K +1,399 New
TIM
430
Tortoise Investment Management
New York
$243K – – –
DAS
431
Dynamic Advisor Solutions
Arizona
$238K – – –
JFG
432
JMG Financial Group
Illinois
$237K – – –
BAM
433
Belpointe Asset Management
Nevada
$236K -$149K -842 -39%
Franklin Resources
434
Franklin Resources
California
$235K +$235K +1,332 New
ACI
435
Alpha Cubed Investments
California
$234K – – –
HFS
436
Heritage Financial Services
Massachusetts
$232K – – –
AWM
437
Apollon Wealth Management
South Carolina
$232K – – –
WCG
438
Weaver Consulting Group
California
$231K – – –
VCM
439
Vivaldi Capital Management
Illinois
$229K +$229K +1,299 New
AWA
440
Arkadios Wealth Advisors
Georgia
$228K +$228K +1,292 New
CAS
441
Coppell Advisory Solutions
Texas
$225K – – –
PAG
442
Powers Advisory Group
Illinois
$224K +$1.41K +8 +0.6%
FPB
443
First PREMIER Bank
South Dakota
$222K – – –
SFS
444
Summit Financial Strategies
Ohio
$221K – – –
PP
445
Patten & Patten
Tennessee
$221K – – –
MIM
446
Moseley Investment Management
Florida
$216K – – –
GSIAS
447
Garden State Investment Advisory Services
New Jersey
$215K -$9.9K -56 -4%
GIA
448
Gladstone Institutional Advisory
Florida
$215K -$26.5K -150 -11%
CIA
449
Cape Investment Advisory
Georgia
$215K -$80.9K -458 -27%
VWM
450
Vermillion Wealth Management
Minnesota
$215K +$529 +3 +0.2%
16 17
18
19 20