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VPU

Vanguard Utilities ETF
VPU

617 hedge funds and large institutions have $2.25B invested in Vanguard Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 227 increasing their positions, 176 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $7.73M | Put options by funds: $1.69M

72% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 176

8% more capital invested

Capital invested by funds: $2.08B → $2.25B (+$169M)

3% more funds holding

Funds holding: 601 → 617 (+16)

1.86% more ownership

Funds ownership: 30.71% → 32.57% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
617
Holders Change
+16
Holders Change %
+2.66%
% of All Funds
8.12%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
62
Increased
227
Reduced
176
Closed
36
Calls
$7.73M
Puts
$1.69M
Net Calls
+$6.04M
Net Calls Change
-$3.68M

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$81.4M
2
LPL Financial
LPL Financial
California
+$20.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.3M
4
Bank of America
Bank of America
North Carolina
+$9.12M
5
UBS Group
UBS Group
Switzerland
+$6.57M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.7M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$14.9M
3
Two Sigma Investments
Two Sigma Investments
New York
-$11M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$9M
5
VC
Vestor Capital
Illinois
-$8.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
451
Summit Financial Strategies
Ohio
$221K – – –
PP
452
Patten & Patten
Tennessee
$221K – – –
MIM
453
Moseley Investment Management
Florida
$216K – – –
GSIAS
454
Garden State Investment Advisory Services
New Jersey
$215K -$9.66K -56 -4%
GIA
455
Gladstone Institutional Advisory
Florida
$215K -$25.9K -150 -11%
CIA
456
Cape Investment Advisory
Georgia
$215K -$79K -458 -27%
VWM
457
Vermillion Wealth Management
Minnesota
$215K +$517 +3 +0.2%
SA
458
Sanctuary Advisors
Indiana
$214K -$105K -608 -33%
WPC
459
Wedmont Private Capital
Pennsylvania
$212K +$207K +1,199 New
ODIJL
460
One Day In July LLC
Vermont
$210K +$172 +1 +0.1%
NW
461
NewEdge Wealth
Pennsylvania
$210K +$194K +1,122 New
NSIM
462
North Star Investment Management
Illinois
$209K +$1.38K +8 +0.7%
IAMOG
463
Investors Asset Management of Georgia
Georgia
$208K – – –
LFAS
464
Level Four Advisory Services
Texas
$207K -$11K -64 -5%
PSF
465
Pacific Sun Financial
California
$207K +$202K +1,170 New
ATC
466
Advantage Trust Company
Kansas
$206K – – –
SF
467
Synovus Financial
Georgia
$205K +$200K +1,162 New
SFG
468
Sage Financial Group
Pennsylvania
$205K +$200K +1,161 New
GAM
469
Gotham Asset Management
New York
$205K +$200K +1,159 New
EIP
470
Ellis Investment Partners
Pennsylvania
$205K +$200K +1,159 New
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$204K – – –
HCM
472
Howard Capital Management
Georgia
$203K +$198K +1,149 New
BWM
473
BCS Wealth Management
Tennessee
$202K +$198K +1,145 New
ORG
474
Optimist Retirement Group
Washington
$202K -$29.8K -173 -13%
GAA
475
Guardian Asset Advisors
Pennsylvania
$202K +$197K +1,142 New
17 18
19
20 21

VPU Hedge Fund Activity: Q2 2025 in Review

617 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2025, worth a combined $2.25B — up 8.1% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VPU positions and 36 closed out — a net gain of 26 holders — while 227 added to existing stakes and 176 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $81.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22.7M.

  • 617 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2025, up from 601 in Q1 2025.
  • Funds reported $2.25B of Vanguard Utilities ETF stock for Q2 2025, up 8.1% quarter-over-quarter.
  • 62 funds opened new Vanguard Utilities ETF positions in Q2 2025 and 36 closed out, a net change of +26 holders.
  • The largest Vanguard Utilities ETF buyer in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $81.4M added.
  • The largest Vanguard Utilities ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2025.