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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 %
TSMHT
426
Thurston Springer Miller Herd & Titak
Indiana
$135K +$52.2K +300 +63%
AssetMark Inc
427
AssetMark Inc
California
$131K +$92.8K +533 +246%
CFO
428
Colony Family Offices
North Carolina
$130K – – –
PIM
429
Progressive Investment Management
Oregon
$122K – – –
JWA
430
JFS Wealth Advisors
Pennsylvania
$122K +$122K +700 New
WTA
431
Washington Trust Advisors
Massachusetts
$118K – – –
LWANC
432
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K – – –
BWAM
433
Boyd Watterson Asset Management
Ohio
$111K – – –
PIP
434
Peachtree Investment Partners
Florida
$106K +$106K +610 New
IA
435
IFP Advisors
Florida
$106K -$20.2K -116 -16%
FHA
436
First Horizon Advisors
Tennessee
$96.9K – – –
AIC
437
Archer Investment Corporation
Indiana
$96.6K +$96.6K +555 New
BAM
438
Bellevue Asset Management
Washington
$91.5K – – –
UIA
439
Ulland Investment Advisors
Minnesota
$88K -$77.9K -445 -47%
SL
440
Salomon & Ludwin
Virginia
$87.9K -$17.9K -103 -17%
TF
441
Tompkins Financial
New York
$87K – – –
VNA
442
Valley National Advisers
Pennsylvania
$87K – – –
DJSG
443
D.J. St. Germain
Massachusetts
$80.1K – – –
AEPWM
444
Atlantic Edge Private Wealth Management
Florida
$78.3K – – –
CHC
445
City Holding Co
West Virginia
$78K – – –
BWL
446
Bogart Wealth LLC
Virginia
$78K – – –
CA
447
Crewe Advisors
Utah
$75.4K – – –
Qube Research & Technologies (QRT)
448
Qube Research & Technologies (QRT)
United Kingdom
$74.8K +$74.8K +430 New
SSB
449
Sandy Spring Bank
Maryland
$73.7K -$5.4K -31 -7%
RAM
450
Ramirez Asset Management
New York
$73.1K – – –
16 17
18
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