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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.

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 %
AWM
526
AllSquare Wealth Management
New York
$6.96K – – –
KFI
527
Key Financial Inc
Pennsylvania
$6.44K – – –
BCA
528
Bray Capital Advisors
Florida
$6.09K – – –
IHWM
529
Iron Horse Wealth Management
Iowa
$5.57K – – –
GC
530
Gould Capital
Washington
$5.22K +$5.22K +30 New
ATC
531
Adirondack Trust Company
New York
$5.22K – – –
JFA
532
JNBA Financial Advisors
Minnesota
$4.7K +$4.7K +27 New
TWC
533
TD Waterhouse Canada
Ontario, Canada
$3.5K – – –
CHA
534
Carmichael Hill & Associates
Maryland
$3.48K – – –
GM
535
GeoWealth Management
Illinois
$3.48K +$3.48K +20 New
CPG
536
Cornerstone Planning Group
New Jersey
$3.44K -$59K -343 -94%
IBOK
537
Independence Bank of Kentucky
Kentucky
$2.61K -$6.09K -35 -70%
PGAM
538
Princeton Global Asset Management
New Jersey
$2.61K +$2.61K +15 New
CFB
539
Cullen/Frost Bankers
Texas
$2.44K +$2.44K +14 New
AIA
540
Armor Investment Advisors
North Carolina
$2.26K – – –
RPCA
541
Running Point Capital Advisors
California
$2.09K +$2.09K +12 New
TFA
542
Transamerica Financial Advisors
Florida
$2K – – –
AFS
543
Annapolis Financial Services
Maryland
$1.74K – – –
GI
544
GAMMA Investing
California
$1.39K +$1.39K +8 New
SIS
545
Sound Income Strategies
Florida
$870 +$870 +5 New
MFA
546
McClarren Financial Advisors
Pennsylvania
$699 +$110 +220 +19%
IF
547
Integrity Financial
Wyoming
$696 – – –
DFA
548
DHJJ Financial Advisors
Illinois
$523 – – –
CMP
549
Coston McIsaac & Partners
Maine
$181 +$1 +7 +0.7%
HCP
550
Hexagon Capital Partners
Arkansas
$148 -$14.7K -99 -99%
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