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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 %
GP
51
Greenline Partners
New York
$6.22M +$124K +761 +2%
KIA
52
KCM Investment Advisors
California
$5.91M +$67.3K +412 +1%
ETC
53
Exchange Traded Concepts
Oklahoma
$5.65M +$953K +5,832 +20%
William Blair & Company
54
William Blair & Company
Illinois
$5.56M +$1.62M +9,893 +41%
BMCM
55
Bryn Mawr Capital Management
Pennsylvania
$5.51M -$96.7K -592 -2%
TFA
56
Tranquilli Financial Advisor
New Jersey
$5.3M -$13.1K -80 -0.2%
FIM
57
Freedom Investment Management
Connecticut
$5.2M +$666K +4,078 +15%
KAS
58
Kestra Advisory Services
Texas
$5.12M +$688K +4,212 +16%
GFG
59
Goldstone Financial Group
Illinois
$5.05M +$492K +3,012 +11%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$5.03M -$7.6M -46,473 -60%
SWP
61
Stratos Wealth Partners
Ohio
$4.94M +$509K +3,117 +11%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$4.93M +$133K +811 +3%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$4.84M +$4.84M +29,633 New
Lido Advisors
64
Lido Advisors
California
$4.73M +$201K +1,232 +4%
DWM
65
Dakota Wealth Management
Florida
$4.69M -$113K -692 -2%
M&T Bank
66
M&T Bank
New York
$4.68M -$37.3K -228 -0.8%
PWIA
67
Porter White Investment Advisors
Alabama
$4.67M -$79.7K -488 -2%
AI
68
Atria Investments
North Carolina
$4.64M -$74.2K -454 -2%
ECM
69
Exchange Capital Management
Michigan
$4.63M +$261K +1,597 +6%
DAS
70
DMKC Advisory Services
Iowa
$4.53M +$4.53M +27,719 New
IA
71
IFG Advisory
Georgia
$4.42M +$29.7K +182 +0.7%
FIA
72
Foundations Investment Advisors
Arizona
$4.32M +$165K +1,009 +4%
HighTower Advisors
73
HighTower Advisors
Illinois
$4.31M -$260K -1,588 -6%
Creative Planning
74
Creative Planning
Kansas
$4.18M +$188K +1,152 +5%
FRA
75
FFG Retirement Advisors
Colorado
$3.91M -$215K -1,314 -5%
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3
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