VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

589 hedge funds and large institutions have $2.04B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 225 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+40
Holders Change %
+7.29%
% of All Funds
7.84%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
96
Increased
225
Reduced
140
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$17.5M
4
CFD
4
Creative Financial Designs
Indiana
$13.4M
5
Ameriprise
5
Ameriprise
Minnesota
$36.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$49.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$98.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.03M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.9M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
576
TD Waterhouse Canada
Ontario, Canada
$3.27K – – –
GM
577
GeoWealth Management
Illinois
$3.27K – – –
PFT
578
Providence First Trust
Arizona
$3.11K +$3.11K +19 New
PGAM
579
Princeton Global Asset Management
New Jersey
$2.47K – – –
IBOK
580
Independence Bank of Kentucky
Kentucky
$2.45K – – –
RPCA
581
Running Point Capital Advisors
California
$1.96K – – –
MHIP
582
Mountain Hill Investment Partners
New Jersey
$1.96K +$1.96K +12 New
NWMP
583
Noble Wealth Management PBC
Colorado
$1.8K +$1.8K +11 New
WIM
584
Westside Investment Management
California
$1.63K +$1.63K +10 New
TFA
585
Transamerica Financial Advisors
Florida
$1K -$7K -7 -88%
SIS
586
Sound Income Strategies
Florida
$817 – – –
IF
587
Integrity Financial
Wyoming
$654 – – –
DFA
588
DHJJ Financial Advisors
Illinois
$491 – – –
WBC
589
West Branch Capital
Massachusetts
$327 +$327 +2 New
HCP
590
Hexagon Capital Partners
Arkansas
$141 – – –
LSA
591
L & S Advisors
California
– -$6.15M -35,351 Closed
Prudential Financial
592
Prudential Financial
New Jersey
– -$3.67M -21,065 Closed
CWG
593
Crown Wealth Group
North Carolina
– -$2.76M -15,874 Closed
IOOF
594
Independent Order of Foresters
Ontario, Canada
– -$1.81M -10,391 Closed
Macquarie Group
595
Macquarie Group
Australia
– -$1.81M -10,391 Closed
MWM
596
Moran Wealth Management
Florida
– -$1.65M -9,500 Closed
KC
597
Kinloch Capital
Virginia
– -$1.23M -7,068 Closed
DAS
598
Dynamic Advisor Solutions
Arizona
– -$1.21M -6,953 Closed
RIA
599
Regal Investment Advisors
Michigan
– -$1.16M -6,650 Closed
GIM
600
Guild Investment Management
California
– -$1.15M -6,540 Closed
22 23
24
25 26