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Vanguard Utilities ETF
VPU

Overview Fund Activity

549 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+38
Holders Change %
+7.44%
% of All Funds
7.94%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
79
Increased
188
Reduced
156
Closed
32
Calls
$6.82M
Puts
$3.55M
Net Calls
+$3.27M
Net Calls Change
-$796K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
I
2
INVST
Indiana
$8.65M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
RB
4
Richmond Brothers
Michigan
$7.3M
5
UBS Group
5
UBS Group
Switzerland
$72.4M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$94.5M
2
DIA
2
Davidson Investment Advisors
Montana
$0
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$180M
4
FNC
4
First National Corp
Massachusetts
$5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
476
Matthew Hamilton Rosenberg
$43.2K -$10.4K -60 -19%
MSG
477
Main Street Group
Virginia
$42.6K – – –
FLPIM
478
F.L. Putnam Investment Management
Massachusetts
$41.8K +$23.2K +300 +125%
S
479
SignatureFD
Georgia
$40.5K +$15.9K +91 +65%
NB
480
NBT Bank
New York
$39.4K +$174 +1 +0.4%
DI
481
DAGCO Inc
Ohio
$37.4K – – –
FGC
482
Financial Gravity Companies
Texas
$36.9K +$36.9K +212 New
SAM
483
Smartleaf Asset Management
Massachusetts
$34.1K +$14K +81 +70%
ME
484
McIlrath & Eck
Washington
$33.9K – – –
UCB
485
United Community Bank
South Carolina
$33.1K – – –
GWSG
486
GPS Wealth Strategies Group
Colorado
$32.7K – – –
BHWM
487
Beaird Harris Wealth Management
Texas
$31.5K +$31.5K +181 New
PMFA
488
Plante Moran Financial Advisors
Michigan
$31.2K +$12.5K +72 +67%
TLCM
489
Twin Lakes Capital Management
California
$30.5K +$30.5K +175 New
TPCW
490
TD Private Client Wealth
New York
$29.1K -$65.6K -377 -69%
ATS
491
Ashton Thomas Securities
New York
$29.1K +$29.1K +167 New
CWM
492
Cedar Wealth Management
California
$26.6K -$53.3K -306 -67%
GWP
493
Gen-Wealth Partners
Michigan
$26.4K +$26.4K +155 New
AAG
494
Armstrong Advisory Group
Massachusetts
$25K -$7.29K -42 -23%
BCMLT
495
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.5K – – –
National Bank of Canada
496
National Bank of Canada
Quebec, Canada
$22.1K – – –
ACA
497
Aptus Capital Advisors
Alabama
$21.9K – – –
AIP
498
Ameritas Investment Partners
Nebraska
$21.8K – – –
FIM
499
FWL Investment Management
Texas
$20.9K +$20.9K +120 New
NFSG
500
Newbridge Financial Services Group
Florida
$20.7K -$20.6K -118 -50%
18 19
20
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