VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$273M
2
Bank of America
2
Bank of America
North Carolina
$121M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
UBS Group
4
UBS Group
Switzerland
$42.6M
5
RAG
5
RIA Advisory Group
Iowa
$6.93M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$5.58M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20.4M
4
SIS
4
Strategic Investment Solutions
Illinois
$202K
5
HP
5
Hound Partners
New York
$38.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AIS
26
American Investment Services
Massachusetts
$8.52M 62,143 -804 -1%
Truist Financial
27
Truist Financial
North Carolina
$8.25M 60,198 +3,947 +7%
RJA
28
Raymond James & Associates
Florida
$8.18M 59,666 -2,071 -3%
MML Investors Services
29
MML Investors Services
Massachusetts
$8.12M 59,244 +5,955 +11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$8M 58,396 -164 -0.3%
Stifel Financial
31
Stifel Financial
Missouri
$7.61M 55,544 +14,475 +35%
DIA
32
Davidson Investment Advisors
Montana
$7.55M 55,057 +49 +0.1%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$7.38M 53,859 +34,766 +182%
FNC
34
First National Corp
Massachusetts
$7.26M 52,987 -47,994 -48%
RAG
35
RIA Advisory Group
Iowa
$6.93M 29,209 +29,209 New
GB
36
Gunma Bank
Japan
$6.72M 49,000 – –
PAG
37
Private Advisor Group
New Jersey
$5.97M 43,547 -4,403 -9%
AWS
38
Atria Wealth Solutions
New York
$5.83M 42,567 -39,979 -48%
PCA
39
Pallas Capital Advisors
Massachusetts
$5.76M 42,004 +3,495 +9%
NSLI
40
Nan Shan Life Insurance
Taiwan
$5.67M 41,400 – –
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$5.65M 41,206 -258 -0.6%
BCMIO
42
Beacon Capital Management Inc (Ohio)
Ohio
$5.58M 40,731 -1,085,191 -96%
FIM
43
Freedom Investment Management
Connecticut
$5.49M 40,084 -13,533 -25%
VC
44
Vestor Capital
Illinois
$5.33M 38,915 -82 -0.2%
Chevy Chase Trust
45
Chevy Chase Trust
Maryland
$5.26M 38,386 +38,386 New
BMCM
46
Bryn Mawr Capital Management
Pennsylvania
$4.96M 36,174 +19,487 +117%
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$4.77M 34,815 +34,815 New
DWM
48
Dakota Wealth Management
Florida
$4.68M 34,138 -2,838 -8%
SFS
49
Solitude Financial Services
Virginia
$4.68M 34,117 -2,374 -7%
HW
50
Hamilton Wealth
California
$4.66M 33,996 +33,996 New
1
2
3 4 5