VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

490 hedge funds and large institutions have $1.65B invested in Vanguard Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 145 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
-5
Holders Change %
-1.01%
% of All Funds
7.1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
53
Increased
177
Reduced
145
Closed
54
Calls
$7.29M
Puts
$2.31M
Net Calls
+$4.98M
Net Calls Change
+$903K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$166M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$105M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$28.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$73.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
Bank of America
Bank of America
North Carolina
$87.4M
3
HP
Hound Partners
New York
$12.4M
4
RAG
RIA Advisory Group
Iowa
$0
5
Wells Fargo
Wells Fargo
California
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
426
Robbins Farley
New Hampshire
$38.2K +$5.42K +38 +17%
BL
427
Balentine LLC
Georgia
$38.1K +$38.1K +267 New
ACA
428
Aptus Capital Advisors
Alabama
$37.9K +$14.7K +103 +63%
NS
429
NBC Securities
Alabama
$37K -$19.2K -137 -34%
BFEC
430
Benjamin F. Edwards & Company
Missouri
$37K +$285 +2 +0.8%
CYG
431
Clean Yield Group
Vermont
$36.8K +$36.8K +258 New
SWA
432
SOA Wealth Advisors
New York
$35.6K – – –
HGERS
433
Householder Group Estate & Retirement Specialist
Arizona
$35.5K -$31.7K -222 -47%
MSG
434
Main Street Group
Virginia
$34.7K – – –
NB
435
NBT Bank
New York
$32K +$143 +1 +0.4%
DI
436
DAGCO Inc
Ohio
$30.7K +$30.7K +215 New
LFA
437
LGT Financial Advisors
Texas
$29.9K -$285 -2 -0.9%
ME
438
McIlrath & Eck
Washington
$27.8K – – –
IGWM
439
ICA Group Wealth Management
Colorado
$27.1K -$18.5K -130 -41%
UCB
440
United Community Bank
South Carolina
$27.1K – – –
GWSG
441
GPS Wealth Strategies Group
Colorado
$26.8K – – –
RFA
442
Register Financial Advisors
Georgia
$26.5K +$26.5K +186 New
FWP
443
FAS Wealth Partners
Kansas
$22K +$284 +2 +1%
GWANC
444
Guardian Wealth Advisors (North Carolina)
North Carolina
$20K -$1.14K -8 -5%
National Bank of Canada
445
National Bank of Canada
Quebec, Canada
$19.6K -$46.4K -300 -70%
BCMLT
446
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.4K +$570 +4 +3%
AIP
447
Ameritas Investment Partners
Nebraska
$17.8K – – –
PMFA
448
Plante Moran Financial Advisors
Michigan
$17.5K +$2.28K +16 +15%
CT
449
Clearstead Trust
Maine
$15.1K – – –
HDIM
450
Hanson & Doremus Investment Management
Vermont
$15K – – –
16 17
18
19 20