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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 %
DK
51
David Kennon
Florida
$5.41M +$5.41M +37,963 New
AAS
52
Ameritas Advisory Services
Nebraska
$5.01M +$1.76M +12,290 +54%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$4.99M +$26.2K +184 +0.5%
BMCM
54
Bryn Mawr Capital Management
Pennsylvania
$4.93M -$233K -1,632 -5%
KIA
55
KCM Investment Advisors
California
$4.65M +$60.5K +424 +1%
GP
56
Greenline Partners
New York
$4.65M +$255K +1,788 +6%
DWM
57
Dakota Wealth Management
Florida
$4.64M -$229K -1,603 -5%
M&T Bank
58
M&T Bank
New York
$4.63M +$9.98K +70 +0.2%
AI
59
Atria Investments
North Carolina
$4.31M +$4.31M +30,261 New
BCM
60
Blume Capital Management
California
$4.29M +$59.9K +420 +1%
PWIA
61
Porter White Investment Advisors
Alabama
$4.24M +$398K +2,790 +10%
IA
62
IFG Advisory
Georgia
$4.09M +$121K +849 +3%
ETC
63
Exchange Traded Concepts
Oklahoma
$4.08M +$4.08M +28,614 New
Citadel Advisors
64
Citadel Advisors
Florida
$3.9M +$700K +4,909 +22%
FRA
65
FFG Retirement Advisors
Colorado
$3.79M +$93.8K +658 +3%
SWA
66
Stratos Wealth Advisors
Ohio
$3.59M +$595K +4,174 +20%
Lido Advisors
67
Lido Advisors
California
$3.39M +$531K +3,721 +19%
FIA
68
Foundations Investment Advisors
Arizona
$3.26M +$105K +738 +3%
Prudential Financial
69
Prudential Financial
New Jersey
$3.06M -$124K -867 -4%
SWP
70
Stratos Wealth Partners
Ohio
$3.04M +$2.08M +14,617 +219%
AAS
71
Avantax Advisory Services
Texas
$2.99M +$1.1M +7,708 +58%
ECM
72
Exchange Capital Management
Michigan
$2.79M +$31.1K +218 +1%
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.79M -$10.7K -75 -0.4%
VWA
74
Visionary Wealth Advisors
Illinois
$2.75M +$1.17M +8,213 +74%
PCP
75
Proficio Capital Partners
Massachusetts
$2.7M +$216K +1,515 +9%
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