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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 %
HI
76
Harbour Investments
Wisconsin
$3.62M 20,782 +549 +3%
WSFS
77
Wilmington Savings Fund Society
Delaware
$3.55M 20,400 +20,400 New
IWC
78
Integrated Wealth Concepts
Massachusetts
$3.51M 20,169 +6,990 +53%
AAS
79
Avantax Advisory Services
Texas
$3.34M 19,178 -760 -4%
PCP
80
Proficio Capital Partners
Massachusetts
$3.32M 19,095 +140 +0.7%
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$3.32M 19,069 -16,297 -46%
DFA
82
DHK Financial Advisors
New Hampshire
$3.31M 18,879 +158 +0.8%
DFG
83
Delta Financial Group
New Jersey
$3.25M 18,645 +1,148 +7%
SIAP
84
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.2M 18,370 -800 -4%
SA
85
Shilanski & Associates
Alaska
$3.11M 17,795 -656 -4%
BRWA
86
B. Riley Wealth Advisors
Florida
$3.07M 17,524 -960 -5%
ASN
87
Advisory Services Network
Georgia
$2.91M 19,648 – –
ASG
88
Ariston Services Group
California
$2.91M 16,695 -120 -0.7%
WANY
89
Wealthspire Advisors (New York)
New York
$2.87M 16,470 -406 -2%
CWG
90
Crown Wealth Group
North Carolina
$2.76M 15,874 +15,874 New
SFCL
91
Strengthening Families & Communities LLC
Massachusetts
$2.7M 15,527 +635 +4%
BCV
92
Banque Cantonale Vaudoise
Switzerland
$2.67M 15,324 +4,632 +43%
CAM
93
Cresset Asset Management
Illinois
$2.59M 14,810 +603 +4%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$2.56M 14,704 +9,186 +166%
SWM
95
Stapp Wealth Management
Washington
$2.55M 14,673 +581 +4%
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$2.54M 14,615 +136 +0.9%
SPIA
97
Steward Partners Investment Advisory
New York
$2.53M 14,527 +2,018 +16%
GMA
98
Glassy Mountain Advisors
Maryland
$2.52M 14,485 +439 +3%
WA
99
WBH Advisory
Maryland
$2.51M 14,409 -133 -0.9%
CIAS
100
Capital Investment Advisory Services
North Carolina
$2.38M 13,655 +698 +5%
2 3
4
5 6