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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
1
Bank of America
North Carolina
$124M
2
I
2
INVST
Indiana
$8.65M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
RB
4
Richmond Brothers
Michigan
$7.3M
5
UBS Group
5
UBS Group
Switzerland
$72.4M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$94.5M
2
DIA
2
Davidson Investment Advisors
Montana
$0
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$180M
4
FNC
4
First National Corp
Massachusetts
$5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
451
Colonial Trust
South Carolina
$73.1K – – –
ATC
452
Advantage Trust Company
Kansas
$71K +$48.4K +278 +214%
JGIA
453
Jackson Grant Investment Advisers
Connecticut
$68.9K +$1.22K +7 +2%
FDCP
454
Foster Dykema Cabot & Partners
Massachusetts
$67.7K +$67.7K +386 New
PAG
455
Paladin Advisory Group
Iowa
$66.1K – – –
WT
456
Washington Trust
Rhode Island
$66.1K +$66.1K +380 New
CFFP
457
Center for Financial Planning
Michigan
$65.3K – – –
AAP
458
Arax Advisory Partners
Colorado
$63.3K +$522 +3 +0.8%
DCM
459
Davis Capital Management
Florida
$62.3K -$2.96K -17 -5%
Simplex Trading
460
Simplex Trading
Illinois
$62K +$62K +360 New
TWD
461
True Wealth Design
Ohio
$60.6K – – –
CIAS
462
CBIZ Investment Advisory Services
Ohio
$58.4K +$58.4K +333 New
ST
463
Smithfield Trust
Pennsylvania
$57K – – –
EWA
464
EverSource Wealth Advisors
Alabama
$56.6K – – –
HR
465
Howe & Rusling
New York
$54K – – –
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$51.2K +$49.8K +288 +3,600%
FWP
467
FAS Wealth Partners
Kansas
$50.3K +$23.3K +134 +86%
HIIFS
468
Harel Insurance Investments & Financial Services
Israel
$48K – – –
BC
469
Barrett & Company
Rhode Island
$47.9K – – –
OP
470
ORG Partners
Indiana
$47.9K – – –
FNWA
471
Financial Network Wealth Advisors
Utah
$46K +$348 +2 +0.8%
RF
472
Robbins Farley
New Hampshire
$45.6K – – –
NS
473
NBC Securities
Alabama
$45K – – –
AF
474
Advisornet Financial
Minnesota
$43.5K – – –
SWA
475
SOA Wealth Advisors
New York
$43.5K – – –
17 18
19
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