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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
HFS
501
Hopwood Financial Services
Virginia
$49.8K +$52.2K +305 New
LDB
502
Lee, Danner & Bass
Tennessee
$48.9K +$51.2K +299 New
CWC
503
Carolinas Wealth Consulting
North Carolina
$48.8K +$51.2K +299 New
FWP
504
FAS Wealth Partners
Kansas
$47.9K +$685 +4 +1%
RF
505
Robbins Farley
New Hampshire
$45.3K +$2.57K +15 +6%
HIIFS
506
Harel Insurance Investments & Financial Services
Israel
$45K – – –
BC
507
Barrett & Company
Rhode Island
$44.9K – – –
HC
508
Hurley Capital
New York
$42.7K +$44K +257 New
BCM
509
Blume Capital Management
California
$41.7K -$312K -1,825 -88%
AF
510
Advisornet Financial
Minnesota
$40.9K – – –
SWA
511
SOA Wealth Advisors
New York
$40.9K – – –
MHR
512
Matthew Hamilton Rosenberg
$40.5K – – –
MSG
513
Main Street Group
Virginia
$40K – – –
Kayne Anderson Rudnick Investment Management
514
Kayne Anderson Rudnick Investment Management
California
$39.9K +$41.8K +244 New
PMFA
515
Plante Moran Financial Advisors
Michigan
$39.5K +$10.8K +63 +35%
NB
516
NBT Bank
New York
$37.5K +$513 +3 +1%
BBHC
517
Brown Brothers Harriman & Co
New York
$36.3K +$38K +222 New
FGC
518
Financial Gravity Companies
Texas
$35.6K +$1.03K +6 +3%
BNP Paribas Financial Markets
519
BNP Paribas Financial Markets
France
$32.4K -$965K -5,639 -97%
SAM
520
Smartleaf Asset Management
Massachusetts
$32.2K – – –
ME
521
McIlrath & Eck
Washington
$31.9K – – –
UCB
522
United Community Bank
South Carolina
$31.1K – – –
GWSG
523
GPS Wealth Strategies Group
Colorado
$30.7K – – –
TLCM
524
Twin Lakes Capital Management
California
$28.6K – – –
RDFA
525
Ritter Daniher Financial Advisory
Ohio
$28.6K +$29.9K +175 New
19 20
21
22 23

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.