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VPU

Vanguard Utilities ETF
VPU

593 hedge funds and large institutions have $2.05B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4.35M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

58% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

8% more funds holding

Funds holding: 551 → 593 (+42)

1.43% more ownership

Funds ownership: 30.37% → 31.8% (+1.4%)

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$22.2M)

Holders
593
Holders Change
+42
Holders Change %
+7.62%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
225
Reduced
142
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.7M
2
Morgan Stanley
Morgan Stanley
New York
+$26.4M
3
Two Sigma Investments
Two Sigma Investments
New York
+$18.3M
4
CFD
Creative Financial Designs
Indiana
+$12.3M
5
Ameriprise
Ameriprise
Minnesota
+$9.81M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$19.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.95M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.29M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
476
D.J. St. Germain
Massachusetts
$75.2K – – –
AEPWM
477
Atlantic Edge Private Wealth Management
Florida
$73.5K – – –
BWL
478
Bogart Wealth LLC
Virginia
$73.2K – – –
WWA
479
Wingate Wealth Advisors
Massachusetts
$73.1K +$76.5K +447 New
CA
480
Crewe Advisors
Utah
$70.8K – – –
HR
481
Howe & Rusling
New York
$70.6K +$20.9K +122 +39%
SSB
482
Sandy Spring Bank
Maryland
$69.6K +$513 +3 +0.7%
CT
483
Colonial Trust
South Carolina
$68.6K – – –
RAM
484
Ramirez Asset Management
New York
$68.6K – – –
Nomura Asset Management
485
Nomura Asset Management
Japan
$65.4K +$51.3K +300 +300%
JGIA
486
Jackson Grant Investment Advisers
Connecticut
$65.2K +$513 +3 +0.8%
Qube Research & Technologies (QRT)
487
Qube Research & Technologies (QRT)
United Kingdom
$65K -$5.48K -32 -7%
GI
488
GAMMA Investing
California
$64.9K +$66.6K +389 +4,863%
CHC
489
City Holding Co
West Virginia
$63.4K -$10.3K -60 -13%
PAG
490
Paladin Advisory Group
Iowa
$62.1K – – –
WT
491
Washington Trust
Rhode Island
$62.1K – – –
AAP
492
Arax Advisory Partners
Colorado
$61.5K +$2.05K +12 +3%
CFFP
493
Center for Financial Planning
Michigan
$61.3K – – –
DCM
494
Davis Capital Management
Florida
$58.5K – – –
TWD
495
True Wealth Design
Ohio
$56.9K – – –
CIAS
496
CBIZ Investment Advisory Services
Ohio
$55.3K +$856 +5 +2%
S
497
SignatureFD
Georgia
$55.2K +$18.1K +106 +46%
OP
498
ORG Partners
Indiana
$53.4K +$8.9K +52 +19%
EWA
499
EverSource Wealth Advisors
Alabama
$53.1K – – –
ST
500
Smithfield Trust
Pennsylvania
$53K – – –
18 19
20
21 22

VPU Hedge Fund Activity: Q4 2024 in Review

593 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2024, worth a combined $2.05B — up 1.1% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VPU positions and 44 closed out — a net gain of 53 holders — while 225 added to existing stakes and 142 trimmed.

The largest buyer was Bank of America, adding an estimated $46.7M. The largest seller was UBS Group, cutting an estimated $19.2M.

  • 593 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2024, up from 551 in Q3 2024.
  • Funds reported $2.05B of Vanguard Utilities ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 97 funds opened new Vanguard Utilities ETF positions in Q4 2024 and 44 closed out, a net change of +53 holders.
  • The largest Vanguard Utilities ETF buyer in Q4 2024 was Bank of America, an estimated $46.7M added.
  • The largest Vanguard Utilities ETF seller in Q4 2024 was UBS Group, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2024.