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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
1
Beacon Capital Management Inc (Ohio)
Ohio
$166M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$105M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$28.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$73.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
Bank of America
2
Bank of America
North Carolina
$87.4M
3
HP
3
Hound Partners
New York
$12.4M
4
RAG
4
RIA Advisory Group
Iowa
$0
5
Wells Fargo
5
Wells Fargo
California
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
526
Oppenheimer & Co
New York
– -$220K -1,605 Closed
CRI
527
Colonial River Investments
Virginia
– -$217K -1,585 Closed
SAG
528
SageView Advisory Group
California
– -$208K -1,566 Closed
ITB
529
Idaho Trust Bank
Idaho
– -$213K -1,551 Closed
BFAG
530
Blackston Financial Advisory Group
Florida
– -$202K -1,475 Closed
LFG
531
Larson Financial Group
Missouri
– -$123K -900 Closed
CG
532
Cutler Group
California
– -$95K -700 Closed
MIFH
533
Migdal Insurance & Financial Holdings
Israel
– -$89K -645 Closed
LIWM
534
Long Island Wealth Management
New York
– -$77K -563 Closed
OP
535
ORG Partners
Indiana
– -$75.4K -550 Closed
LA
536
LM Advisors
California
– -$41K -299 Closed
CAC
537
Core Alternative Capital
Georgia
– -$26.5K -193 Closed
NMG
538
New Millennium Group
Utah
– -$20.8K -152 Closed
AIC
539
Archer Investment Corporation
Indiana
– -$14.9K -109 Closed
DCM
540
Davidson Capital Management
Texas
– -$12.3K -90 Closed
GI
541
Gradient Investments
Minnesota
– -$10.1K -74 Closed
MMG
542
Monetary Management Group
Missouri
– -$9.32K -68 Closed
FBC
543
Fairfield, Bush & Co
Connecticut
– -$6.85K -50 Closed
RMC
544
Resources Management Corp
Connecticut
– -$3K -25 Closed
RIM
545
Rockbridge Investment Management
New York
– -$2.47K -18 Closed
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