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VPU

Vanguard Utilities ETF

514 hedge funds and large institutions have $1.78B invested in Vanguard Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $5.53M | Put options by funds: $1.46M

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

8% more capital invested

Capital invested by funds: $1.65B → $1.78B (+$131M)

4% more funds holding

Funds holding: 492514 (+22)

0.35% more ownership

Funds ownership: 32.22%32.57% (+0.35%)

13% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 173

Holders
514
Holders Change
+22
Holders Change %
+4.47%
% of All Funds
7.42%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
57
Increased
150
Reduced
173
Closed
26
Calls
$5.53M
Puts
$1.46M
Net Calls
+$4.07M
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$2.95M -$153K -1,029 -5%
ASN
77
Advisory Services Network
Georgia
$2.91M +$2.03M +13,625 +226%
SIAP
78
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.84M -$59.6K -400 -2%
FAIM
79
Financial Advocates Investment Management
Washington
$2.83M +$124K +830 +5%
PCP
80
Proficio Capital Partners
Massachusetts
$2.8M
DFA
81
DHK Financial Advisors
New Hampshire
$2.79M
BRWA
82
B. Riley Wealth Advisors
Florida
$2.76M +$450K +3,022 +20%
SA
83
Shilanski & Associates
Alaska
$2.73M -$34K -228 -1%
DFG
84
Delta Financial Group
New Jersey
$2.59M +$772K +5,183 +42%
William Blair & Company
85
William Blair & Company
Illinois
$2.52M +$738K +4,950 +41%
WANY
86
Wealthspire Advisors (New York)
New York
$2.5M -$40.8K -274 -2%
ASG
87
Ariston Services Group
California
$2.49M -$44.6K -299 -2%
SFCL
88
Strengthening Families & Communities LLC
Massachusetts
$2.2M +$7.75K +52 +0.4%
HighTower Advisors
89
HighTower Advisors
Illinois
$2.18M +$189K +1,268 +9%
WA
90
WBH Advisory
Maryland
$2.15M +$19.2K +129 +0.9%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$2.14M +$2.16M +14,479 New
CAM
92
Cresset Asset Management
Illinois
$2.12M +$67.2K +451 +3%
SWM
93
Stapp Wealth Management
Washington
$2.08M -$170K -1,140 -7%
GMA
94
Glassy Mountain Advisors
Maryland
$2.08M +$33.7K +226 +2%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$2.03M +$15.5K +104 +0.8%
UCFA
96
United Capital Financial Advisors
Texas
$1.96M -$132K -887 -6%
IWC
97
Integrated Wealth Concepts
Massachusetts
$1.95M -$5.21K -35 -0.3%
FT
98
Fiduciary Trust
Massachusetts
$1.94M -$57.4K -385 -3%
CIAS
99
Capital Investment Advisory Services
North Carolina
$1.92M -$29.7K -199 -2%
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$1.87M +$1.88M +12,649 New

VPU Hedge Fund Activity: Q2 2024 in Review

514 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2024, worth a combined $1.78B — up 8% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VPU positions and 26 closed out — a net gain of 31 holders — while 150 added to existing stakes and 173 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $81.2M. The largest seller was Hound Partners, exiting entirely with an estimated $12.4M sold.

  • 514 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2024, up from 492 in Q1 2024.
  • Funds reported $1.78B of Vanguard Utilities ETF stock for Q2 2024, up 8% quarter-over-quarter.
  • 57 funds opened new Vanguard Utilities ETF positions in Q2 2024 and 26 closed out, a net change of +31 holders.
  • The largest Vanguard Utilities ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $81.2M added.
  • The largest Vanguard Utilities ETF seller in Q2 2024 was Hound Partners, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2024.