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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 %
BCA
476
Bray Capital Advisors
Florida
$4.99K – – –
IHWM
477
Iron Horse Wealth Management
Iowa
$4.56K – – –
ATC
478
Adirondack Trust Company
New York
$4.28K -$7.13K -50 -63%
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$3.85K – – –
WIC
480
Woodmont Investment Counsel
Tennessee
$3.14K +$3.14K +22 New
CHA
481
Carmichael Hill & Associates
Maryland
$2.85K – – –
SWM
482
Sanctuary Wealth Management
Idaho
$2.28K +$2.28K +16 New
BONH
483
Bank of New Hampshire
New Hampshire
$2.14K – – –
TFA
484
Transamerica Financial Advisors
Florida
$2K – – –
AIA
485
Armor Investment Advisors
North Carolina
$1.85K +$1.85K +13 New
JWM
486
Janiczek Wealth Management
Colorado
$1.1K – – –
BEI
487
Benjamin Edwards Inc
Missouri
$1K +$1K +7 New
IF
488
Integrity Financial
Wyoming
$570 +$143 +1 +33%
AWM
489
Angeles Wealth Management
California
$570 +$570 +4 New
DFA
490
DHJJ Financial Advisors
Illinois
$428 – – –
BlackRock
491
BlackRock
New York
$73 – – –
Chevy Chase Trust
492
Chevy Chase Trust
Maryland
– -$5.26M -38,386 Closed
SFS
493
Solitude Financial Services
Virginia
– -$4.68M -34,117 Closed
RAG
494
RIA Advisory Group
Iowa
– -$6.93M -29,209 Closed
MTC
495
Matrix Trust Company
Colorado
– -$4M -29,194 Closed
BP
496
Ballentine Partners
Massachusetts
– -$3.18M -23,166 Closed
Renaissance Technologies
497
Renaissance Technologies
New York
– -$1.93M -14,100 Closed
TIA
498
Traphagen Investment Advisors
New Jersey
– -$1.68M -12,242 Closed
LCC
499
Lincoln Capital Corp
Rhode Island
– -$1.64M -11,938 Closed
SOS
500
Silver Oak Securities
Tennessee
– -$1.59M -11,580 Closed
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