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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 %
GWANC
501
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.3K – – –
HDIM
502
Hanson & Doremus Investment Management
Vermont
$19K – – –
CT
503
Clearstead Trust
Maine
$18.5K – – –
CAM
504
Clarity Asset Management
Iowa
$18.4K +$174 +1 +1%
BONH
505
Bank of New Hampshire
New Hampshire
$18.3K – – –
NP
506
NorthRock Partners
Minnesota
$17.9K – – –
OLVIG
507
Oliver Lagore Vanvalin Investment Group
Michigan
$17.6K – – –
Nomura Asset Management
508
Nomura Asset Management
Japan
$17.4K – – –
BL
509
BFSG LLC
California
$17.4K – – –
RIA
510
Realta Investment Advisors
Delaware
$17.3K -$210K -1,217 -92%
FUBT
511
First United Bank & Trust
Maryland
$15.7K – – –
JHCP
512
Jackson Hole Capital Partners
Oklahoma
$15.3K – – –
PIS
513
POM Investment Strategies
North Carolina
$14.1K – – –
CAL
514
Capital Analysts LLC
Pennsylvania
$14K – – –
GCM
515
Gables Capital Management
Florida
$13.8K – – –
TVWM
516
Tower View Wealth Management
Wisconsin
$13.6K +$174 +1 +1%
AA
517
Addison Advisors
Vermont
$13.1K – – –
MMG
518
Monetary Management Group
Missouri
$11.8K +$11.8K +68 New
BFA
519
BBJS Financial Advisors
Washington
$11.4K +$173 +1 +2%
CB
520
Community Bank
New York
$11.3K – – –
TCM
521
TD Capital Management
Tennessee
$10.4K +$1.74K +10 +20%
Deutsche Bank
522
Deutsche Bank
Germany
$10.3K – – –
VWM
523
Venturi Wealth Management
Texas
$9.57K -$28.4K -163 -75%
FWM
524
FSA Wealth Management
Massachusetts
$9.38K +$9.38K +54 New
NMG
525
New Millennium Group
Utah
$7.51K – – –
19 20
21
22 23