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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
AWM
426
Axxcess Wealth Management
California
$215K +$12.7K +74 +6%
ORG
427
Optimist Retirement Group
Washington
$214K +$1.88K +11 +0.8%
WCG
428
Weaver Consulting Group
California
$214K +$224K +1,307 New
FPAS
429
Focus Partners Advisor Solutions
Missouri
$211K -$92.8K -542 -30%
ODIJL
430
One Day In July LLC
Vermont
$207K – – –
PWM
431
Praetorian Wealth Management
California
$206K +$215K +1,258 New
SFS
432
Summit Financial Strategies
Ohio
$205K – – –
PAG
433
Powers Advisory Group
Illinois
$205K +$3.08K +18 +1%
PP
434
Patten & Patten
Tennessee
$204K – – –
EIP
435
Ellis Investment Partners
Pennsylvania
$203K +$3.25K +19 +2%
SAM
436
SignalPoint Asset Management
Missouri
$202K -$20.2K -118 -9%
SFC
437
Swisher Financial Concepts
Ohio
$202K -$426K -2,488 -67%
MIM
438
Moseley Investment Management
Florida
$201K -$4.28K -25 -2%
VWM
439
Vermillion Wealth Management
Minnesota
$198K +$207K +1,212 New
ATC
440
Advantage Trust Company
Kansas
$191K +$130K +761 +187%
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$191K – – –
NSIM
442
North Star Investment Management
Illinois
$190K +$3.08K +18 +2%
MG
443
Mather Group
Illinois
$189K -$76.8K -449 -28%
VWA
444
VSM Wealth Advisory
Maryland
$186K +$195K +1,141 New
CA
445
Continuum Advisory
Idaho
$173K – – –
MWA
446
Medallion Wealth Advisors
Connecticut
$172K +$172K +1,005 New
AWM
447
Angeles Wealth Management
California
$166K +$173K +1,013 New
WT
448
Whittier Trust
California
$163K – – –
CMP
449
Coston McIsaac & Partners
Maine
$157K -$14K -82 -8%
Barclays
450
Barclays
United Kingdom
$153K +$161K +939 New
16 17
18
19 20

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.