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Vanguard Utilities ETF
VPU

Overview Fund Activity

490 hedge funds and large institutions have $1.65B invested in Vanguard Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 145 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
-5
Holders Change %
-1.01%
% of All Funds
7.1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
53
Increased
177
Reduced
145
Closed
54
Calls
$7.29M
Puts
$2.31M
Net Calls
+$4.98M
Net Calls Change
+$903K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$166M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$105M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$28.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$73.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
Bank of America
2
Bank of America
North Carolina
$87.4M
3
HP
3
Hound Partners
New York
$12.4M
4
RAG
4
RIA Advisory Group
Iowa
$0
5
Wells Fargo
5
Wells Fargo
California
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
26
Hound Partners
New York
$12.4M -$28M -196,547 -69%
UI
27
Unconventional Investor
New Hampshire
$12.3M +$114K +801 +0.9%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2M -$4.16M -29,208 -25%
CA
29
Cetera Advisors
Colorado
$11.6M +$10.3M +71,949 +751%
Goldman Sachs
30
Goldman Sachs
New York
$10.1M +$7.04M +49,370 +231%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$10M +$513K +3,598 +5%
GB
32
Gunma Bank
Japan
$9.84M +$2.85M +20,000 +41%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$9.3M +$974K +6,832 +12%
Stifel Financial
34
Stifel Financial
Missouri
$9.18M +$1.26M +8,808 +16%
MML Investors Services
35
MML Investors Services
Massachusetts
$8.79M +$338K +2,373 +4%
AIS
36
American Investment Services
Massachusetts
$8.73M -$128K -897 -1%
Cerity Partners
37
Cerity Partners
New York
$8.6M -$385K -2,665 -4%
RJA
38
Raymond James & Associates
Florida
$8.15M -$357K -2,506 -4%
Truist Financial
39
Truist Financial
North Carolina
$8.13M -$449K -3,151 -5%
PCA
40
Pallas Capital Advisors
Massachusetts
$7.88M +$1.89M +13,236 +32%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$7.51M +$7.26M +50,922 +2,879%
FNC
42
First National Corp
Massachusetts
$7.24M -$25.1K -183 -0.3%
HW
43
Hamilton Wealth
California
$6.57M +$1.72M +12,090 +36%
PAG
44
Private Advisor Group
New Jersey
$6.4M +$195K +1,367 +3%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$6.26M -$1.42M -9,984 -19%
FIM
46
Freedom Investment Management
Connecticut
$6.08M +$363K +2,547 +6%
NSLI
47
Nan Shan Life Insurance
Taiwan
$5.9M – – –
NCM
48
Nelson Capital Management
California
$5.55M +$776K +5,441 +16%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$5.55M -$326K -2,286 -6%
VC
50
Vestor Capital
Illinois
$5.48M -$68.4K -480 -1%
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