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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.

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 %
RFM
76
Royal Fund Management
Florida
$3.83M +$289K +1,744 +8%
IWC
77
Integrated Wealth Concepts
Massachusetts
$3.83M +$531K +3,247 +16%
ACA
78
Aspire Capital Advisors
Washington
$3.79M +$3.79M +23,213 New
ASN
79
Advisory Services Network
Georgia
$3.72M +$511K +3,127 +16%
WSFS
80
Wilmington Savings Fund Society
Delaware
$3.36M +$23.7K +145 +0.7%
DFG
81
Delta Financial Group
New Jersey
$3.17M +$120K +737 +4%
MAG
82
MRA Advisory Group
New Jersey
$3.14M +$3.14M +19,205 New
FAIM
83
Financial Advocates Investment Management
Washington
$3.14M -$443K -2,711 -12%
DFA
84
DHK Financial Advisors
New Hampshire
$3.13M +$47.7K +292 +2%
PCP
85
Proficio Capital Partners
Massachusetts
$3.12M – – –
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$3.08M -$38.6K -236 -1%
SIAP
87
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.93M -$76K -465 -3%
SA
88
Shilanski & Associates
Alaska
$2.89M -$19.6K -120 -0.7%
AF
89
Allworth Financial
California
$2.82M +$2.68M +15,877 +1,953%
BRWA
90
B. Riley Wealth Advisors
Florida
$2.81M -$51.8K -317 -2%
FNC
91
First National Corp
Massachusetts
$2.8M -$1.89M -11,591 -40%
CMMS
92
Comprehensive Money Management Services
Florida
$2.71M +$2.71M +16,605 New
GA
93
Guerra Advisors
Florida
$2.71M +$2.71M +16,581 New
ASG
94
Ariston Services Group
California
$2.7M -$30.2K -185 -1%
WANY
95
Wealthspire Advisors (New York)
New York
$2.69M – – –
FTS
96
Fifth Third Securities
Ohio
$2.65M +$1M +6,123 +61%
AF
97
Apollon Financial
South Carolina
$2.64M +$2.64M +16,131 New
SFCL
98
Strengthening Families & Communities LLC
Massachusetts
$2.63M +$94.8K +580 +4%
GMA
99
Glassy Mountain Advisors
Maryland
$2.62M +$253K +1,549 +11%
RL
100
Retireful LLC
Michigan
$2.55M +$366K +2,240 +17%
2 3
4
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