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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
CAL
451
Capital Advisors Ltd
Ohio
$151K – – –
PCFFS
452
Pacific Center for Financial Services
California
$150K – – –
IA
453
IFP Advisors
Florida
$149K +$52.2K +305 +50%
BCM
454
Basso Capital Management
Connecticut
$147K – – –
CT
455
Caldwell Trust
Florida
$146K – – –
FP
456
Financial Perspectives
Minnesota
$135K – – –
BF
457
BOK Financial
Oklahoma
$131K -$11.5K -67 -8%
TSMHT
458
Thurston Springer Miller Herd & Titak
Indiana
$128K +$1.71K +10 +1%
MCM
459
MidAtlantic Capital Management
Virginia
$127K – – –
EFP
460
EnRich Financial Partners
Wisconsin
$122K +$128K +747 New
CFO
461
Colony Family Offices
North Carolina
$121K – – –
AWM
462
Atticus Wealth Management
Florida
$118K -$9.41K -55 -7%
JWA
463
JFS Wealth Advisors
Pennsylvania
$114K – – –
PIM
464
Progressive Investment Management
Oregon
$114K – – –
WTA
465
Washington Trust Advisors
Massachusetts
$111K – – –
LWANC
466
Laurel Wealth Advisors (North Carolina)
North Carolina
$106K – – –
BWAM
467
Boyd Watterson Asset Management
Ohio
$104K – – –
T
468
Transce3nd
Texas
$102K +$106K +622 New
CWM
469
Centricity Wealth Management
Ohio
$95.3K +$99.8K +583 New
FHA
470
First Horizon Advisors
Tennessee
$91K – – –
BAM
471
Bellevue Asset Management
Washington
$86.1K +$171 +1 +0.2%
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$84.3K +$37.7K +220 +74%
UIA
473
Ulland Investment Advisors
Minnesota
$82K – – –
VNA
474
Valley National Advisers
Pennsylvania
$81K – – –
SL
475
Salomon & Ludwin
Virginia
$80.6K -$2.05K -12 -2%
17 18
19
20 21

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.