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VPU

Vanguard Utilities ETF
VPU

617 hedge funds and large institutions have $2.25B invested in Vanguard Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 227 increasing their positions, 176 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $7.73M | Put options by funds: $1.69M

72% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 176

8% more capital invested

Capital invested by funds: $2.08B → $2.25B (+$169M)

3% more funds holding

Funds holding: 601 → 617 (+16)

1.86% more ownership

Funds ownership: 30.71% → 32.57% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
617
Holders Change
+16
Holders Change %
+2.66%
% of All Funds
8.12%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
62
Increased
227
Reduced
176
Closed
36
Calls
$7.73M
Puts
$1.69M
Net Calls
+$6.04M
Net Calls Change
-$3.68M

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$81.4M
2
LPL Financial
LPL Financial
California
+$20.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.3M
4
Bank of America
Bank of America
North Carolina
+$9.12M
5
UBS Group
UBS Group
Switzerland
+$6.57M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.7M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$14.9M
3
Two Sigma Investments
Two Sigma Investments
New York
-$11M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$9M
5
VC
Vestor Capital
Illinois
-$8.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
476
Mezzasalma Advisors
New Jersey
$200K -$8.11K -47 -4%
VWA
477
VSM Wealth Advisory
Maryland
$182K -$15K -87 -8%
MWA
478
Medallion Wealth Advisors
Connecticut
$177K – – –
WT
479
Whittier Trust
California
$177K – – –
HR
480
Howe & Rusling
New York
$176K -$59.7K -346 -26%
TSMHT
481
Thurston Springer Miller Herd & Titak
Indiana
$172K +$32.9K +191 +24%
CMP
482
Coston McIsaac & Partners
Maine
$172K +$1.03K +6 +0.6%
NEWAS
483
N.E.W. Advisory Services
Wisconsin
$167K +$172 +1 +0.1%
CAL
484
Capital Advisors Ltd
Ohio
$166K – – –
PCFFS
485
Pacific Center for Financial Services
California
$162K – – –
BCM
486
Basso Capital Management
Connecticut
$159K – – –
CT
487
Caldwell Trust
Florida
$157K – – –
AWM
488
Atticus Wealth Management
Florida
$156K -$3.1K -18 -2%
FP
489
Financial Perspectives
Minnesota
$146K – – –
BF
490
BOK Financial
Oklahoma
$142K – – –
CWM
491
Centricity Wealth Management
Ohio
$137K – – –
HC
492
Hurley Capital
New York
$134K +$86.6K +502 +194%
CIBC Private Wealth Group
493
CIBC Private Wealth Group
Georgia
$129K -$103K -599 -45%
JWA
494
JFS Wealth Advisors
Pennsylvania
$124K – – –
PIM
495
Progressive Investment Management
Oregon
$124K – – –
WTA
496
Washington Trust Advisors
Massachusetts
$120K – – –
CFO
497
Colony Family Offices
North Carolina
$111K -$19K -110 -15%
BTI
498
Blue Trust Inc
Georgia
$106K +$95.2K +552 +1,104%
BWAM
499
Boyd Watterson Asset Management
Ohio
$97.1K -$14.7K -85 -13%
DFA
500
DHJJ Financial Advisors
Illinois
$93.9K +$91.3K +529 +17,633%
18 19
20
21 22

VPU Hedge Fund Activity: Q2 2025 in Review

617 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2025, worth a combined $2.25B — up 8.1% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VPU positions and 36 closed out — a net gain of 26 holders — while 227 added to existing stakes and 176 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $81.4M. The largest seller was Envestnet Asset Management, cutting an estimated $22.7M.

  • 617 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2025, up from 601 in Q1 2025.
  • Funds reported $2.25B of Vanguard Utilities ETF stock for Q2 2025, up 8.1% quarter-over-quarter.
  • 62 funds opened new Vanguard Utilities ETF positions in Q2 2025 and 36 closed out, a net change of +26 holders.
  • The largest Vanguard Utilities ETF buyer in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $81.4M added.
  • The largest Vanguard Utilities ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2025.