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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
KC
601
Kinloch Capital
Virginia
– -$1.23M -7,068 Closed
DAS
602
Dynamic Advisor Solutions
Arizona
– -$1.21M -6,953 Closed
RIA
603
Regal Investment Advisors
Michigan
– -$1.16M -6,650 Closed
GIM
604
Guild Investment Management
California
– -$1.15M -6,540 Closed
CCFM
605
Clear Creek Financial Management
Washington
– -$869K -4,992 Closed
TW
606
Towerpoint Wealth
California
– -$646K -3,710 Closed
CSPIA
607
Cary Street Partners Investment Advisory
Virginia
– -$628K -3,607 Closed
Manulife (Manufacturers Life Insurance)
608
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$623K -3,577 Closed
AFS
609
Axiom Financial Strategies
Indiana
– -$581K -3,338 Closed
IWP
610
Innova Wealth Partners
Pennsylvania
– -$548K -3,147 Closed
WPC
611
Wedmont Private Capital
Pennsylvania
– -$427K -2,498 Closed
CIA
612
Capital Investment Advisors
Georgia
– -$230K -1,322 Closed
CRI
613
Colonial River Investments
Virginia
– -$216K -1,239 Closed
FSC
614
Full Sail Capital
Oklahoma
– -$212K -1,218 Closed
PSF
615
Pacific Sun Financial
California
– -$207K -1,190 Closed
WS
616
Wedbush Securities
California
– -$206K -1,183 Closed
IAMOG
617
Investors Asset Management of Georgia
Georgia
– -$205K -1,179 Closed
VF
618
Vawter Financial
Ohio
– -$200K -1,150 Closed
AP
619
Advisors Preferred
Maryland
– -$200K -1,138 Closed
VAMG
620
Voisard Asset Management Group
Michigan
– -$171K -980 Closed
AGWCA
621
Annis Gardner Whiting Capital Advisors
Florida
– -$167K -960 Closed
FIA
622
FNY Investment Advisers
New York
– -$139K -800 Closed
AIC
623
Archer Investment Corporation
Indiana
– -$96.6K -555 Closed
FLPIM
624
F.L. Putnam Investment Management
Massachusetts
– -$41.8K -540 Closed
TF
625
Tompkins Financial
New York
– -$87K -500 Closed
22 23 24
25
26

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.