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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
Bank of America
Bank of America
North Carolina
$87.4M
3
HP
Hound Partners
New York
$12.4M
4
RAG
RIA Advisory Group
Iowa
$0
5
Wells Fargo
Wells Fargo
California
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
501
Calton & Associates
Florida
– -$1.58M -11,552 Closed
Barclays
502
Barclays
United Kingdom
– -$1.27M -9,228 Closed
GCP
503
GSA Capital Partners
United Kingdom
– -$1.01M -7,400 Closed
SRWM
504
Shira Ridge Wealth Management
California
– -$985K -7,185 Closed
WPC
505
Wedmont Private Capital
Pennsylvania
– -$958K -6,825 Closed
HF
506
HRT Financial
New York
– -$844K -6,161 Closed
EWM
507
Executive Wealth Management
Michigan
– -$683K -4,981 Closed
WCM
508
Windham Capital Management
Massachusetts
– -$669K -4,878 Closed
Baird Financial Group
509
Baird Financial Group
Wisconsin
– -$657K -4,790 Closed
D.E. Shaw & Co
510
D.E. Shaw & Co
New York
– -$553K -4,031 Closed
Vanguard Group
511
Vanguard Group
Pennsylvania
– -$479K -3,497 Closed
GI
512
GLOBALT Investments
Georgia
– -$451K -3,290 Closed
EGM
513
Engineers Gate Manager
New York
– -$409K -2,985 Closed
TC
514
TAP Consulting
Missouri
– -$383K -2,793 Closed
AT
515
American Trust
Kentucky
– -$378K -2,757 Closed
MWM
516
Meridian Wealth Management
Kentucky
– -$373K -2,723 Closed
BBA
517
BLB&B Advisors
Pennsylvania
– -$373K -2,718 Closed
PWM
518
Praetorian Wealth Management
California
– -$349K -2,547 Closed
EA
519
Eudaimonia Advisors
Tennessee
– -$295K -2,154 Closed
Millennium Management
520
Millennium Management
New York
– -$273K -1,990 Closed
WEG
521
World Equity Group
Illinois
– -$269K -1,961 Closed
CIA
522
Concurrent Investment Advisors
Florida
– -$262K -1,909 Closed
SAM
523
Secure Asset Management
Michigan
– -$251K -1,832 Closed
PD
524
Planning Directions
Pennsylvania
– -$249K -1,818 Closed
NAG
525
Northstar Advisory Group
New Jersey
– -$225K -1,645 Closed
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