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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 %
HI
76
Harbour Investments
Wisconsin
$2.68M -$30.7K -215 -1%
DFA
77
DHK Financial Advisors
New Hampshire
$2.67M +$20.5K +144 +0.8%
SA
78
Shilanski & Associates
Alaska
$2.66M -$28.8K -202 -1%
FAIM
79
Financial Advocates Investment Management
Washington
$2.61M +$2.61M +18,321 New
KAS
80
Kestra Advisory Services
Texas
$2.46M +$693K +4,863 +39%
WANY
81
Wealthspire Advisors (New York)
New York
$2.45M -$17.7K -124 -0.7%
ASG
82
Ariston Services Group
California
$2.44M -$23.1K -162 -0.9%
FTS
83
Fifth Third Securities
Ohio
$2.39M -$816K -5,721 -25%
TFA
84
Tranquilli Financial Advisor
New Jersey
$2.38M +$2.38M +16,717 New
ES
85
Eagle Strategies
New York
$2.28M +$2.28M +15,998 New
BPA
86
Beacon Pointe Advisors
California
$2.24M +$1.9M +13,338 +560%
DAS
87
Dynamic Advisor Solutions
Arizona
$2.24M -$115K -807 -5%
SC
88
Swan Capital
Florida
$2.22M +$593K +4,162 +37%
SWM
89
Stapp Wealth Management
Washington
$2.17M +$529K +3,709 +32%
SFCL
90
Strengthening Families & Communities LLC
Massachusetts
$2.12M +$169K +1,185 +9%
WA
91
WBH Advisory
Maryland
$2.06M -$88K -617 -4%
UCFA
92
United Capital Financial Advisors
Texas
$2.01M -$192K -1,345 -9%
BRWA
93
B. Riley Wealth Advisors
Florida
$1.99M -$199K -1,542 -9%
GMA
94
Glassy Mountain Advisors
Maryland
$1.97M +$79K +554 +4%
CAM
95
Cresset Asset Management
Illinois
$1.96M +$440K +3,084 +29%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$1.94M -$57.3K -402 -3%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.93M +$88.8K +623 +5%
FT
98
Fiduciary Trust
Massachusetts
$1.93M -$717K -5,031 -27%
GS
99
GTS Securities
New York
$1.9M +$1.9M +13,355 New
IWC
100
Integrated Wealth Concepts
Massachusetts
$1.88M -$211K -1,478 -10%
2 3
4
5 6