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Vanguard Utilities ETF
VPU

Overview Fund Activity

589 hedge funds and large institutions have $2.04B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 225 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+40
Holders Change %
+7.29%
% of All Funds
7.84%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
96
Increased
225
Reduced
140
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$17.5M
4
CFD
4
Creative Financial Designs
Indiana
$13.4M
5
Ameriprise
5
Ameriprise
Minnesota
$36.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$49.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$98.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.03M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.9M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
451
Basso Capital Management
Connecticut
$147K – – –
FP
452
Financial Perspectives
Minnesota
$135K – – –
BF
453
BOK Financial
Oklahoma
$131K -$10.9K -67 -8%
TSMHT
454
Thurston Springer Miller Herd & Titak
Indiana
$128K +$1.63K +10 +1%
MCM
455
MidAtlantic Capital Management
Virginia
$127K – – –
EFP
456
EnRich Financial Partners
Wisconsin
$122K +$122K +747 New
CFO
457
Colony Family Offices
North Carolina
$121K – – –
AWM
458
Atticus Wealth Management
Florida
$118K -$8.99K -55 -7%
JWA
459
JFS Wealth Advisors
Pennsylvania
$114K – – –
PIM
460
Progressive Investment Management
Oregon
$114K – – –
WTA
461
Washington Trust Advisors
Massachusetts
$111K – – –
LWANC
462
Laurel Wealth Advisors (North Carolina)
North Carolina
$106K – – –
BWAM
463
Boyd Watterson Asset Management
Ohio
$104K – – –
T
464
Transce3nd
Texas
$102K +$102K +622 New
CWM
465
Centricity Wealth Management
Ohio
$95.3K +$95.3K +583 New
FHA
466
First Horizon Advisors
Tennessee
$91K – – –
BAM
467
Bellevue Asset Management
Washington
$86.1K +$164 +1 +0.2%
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$84.3K +$36K +220 +74%
UIA
469
Ulland Investment Advisors
Minnesota
$82K – – –
VNA
470
Valley National Advisers
Pennsylvania
$81K – – –
SL
471
Salomon & Ludwin
Virginia
$80.6K -$1.96K -12 -2%
DJSG
472
D.J. St. Germain
Massachusetts
$75.2K – – –
AEPWM
473
Atlantic Edge Private Wealth Management
Florida
$73.5K – – –
BWL
474
Bogart Wealth LLC
Virginia
$73.2K – – –
WWA
475
Wingate Wealth Advisors
Massachusetts
$73.1K +$73.1K +447 New
17 18
19
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