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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 Market Value Shares Shares
Change 		Shares
Change %
TFA
51
Tranquilli Financial Advisor
New Jersey
$5.66M 32,527 +270 +0.8%
GB
52
Gunma Bank
Japan
$5.22M 30,000 -5,000 -14%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$5.15M 29,367 -5,770 -16%
DWM
54
Dakota Wealth Management
Florida
$5.12M 29,387 -533 -2%
PWIA
55
Porter White Investment Advisors
Alabama
$5.06M 29,058 -367 -1%
M&T Bank
56
M&T Bank
New York
$5.03M 28,875 -1,688 -6%
AI
57
Atria Investments
North Carolina
$5.02M 28,829 -1,424 -5%
ETC
58
Exchange Traded Concepts
Oklahoma
$5.01M 28,771 – –
FNC
59
First National Corp
Massachusetts
$5M 28,719 -44,617 -61%
GFG
60
Goldstone Financial Group
Illinois
$4.85M 27,880 +7,036 +34%
HighTower Advisors
61
HighTower Advisors
Illinois
$4.83M 27,944 +13,123 +89%
Lido Advisors
62
Lido Advisors
California
$4.83M 27,740 +2,814 +11%
FIM
63
Freedom Investment Management
Connecticut
$4.83M 27,731 -10,308 -27%
KAS
64
Kestra Advisory Services
Texas
$4.72M 27,141 +1,629 +6%
SWP
65
Stratos Wealth Partners
Ohio
$4.72M 27,107 +3,418 +14%
IA
66
IFG Advisory
Georgia
$4.67M 26,853 +835 +3%
ECM
67
Exchange Capital Management
Michigan
$4.66M 26,765 +3,303 +14%
FIA
68
Foundations Investment Advisors
Arizona
$4.42M 25,414 +1,664 +7%
FRA
69
FFG Retirement Advisors
Colorado
$4.39M 25,220 -506 -2%
SWA
70
Stratos Wealth Advisors
Ohio
$4.34M 24,924 +2,331 +10%
Creative Planning
71
Creative Planning
Kansas
$4.25M 24,433 -615 -2%
William Blair & Company
72
William Blair & Company
Illinois
$4.2M 24,150 +7,103 +42%
FAIM
73
Financial Advocates Investment Management
Washington
$3.81M 21,896 +2,745 +14%
RFM
74
Royal Fund Management
Florida
$3.76M 21,386 +12,200 +133%
Prudential Financial
75
Prudential Financial
New Jersey
$3.67M 21,065 -1,609 -7%
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