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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 %
CIAS
101
Capital Investment Advisory Services
North Carolina
$1.88M +$35.9K +252 +2%
DBIA
102
Dumont & Blake Investment Advisors
New Jersey
$1.87M +$17.1K +120 +0.9%
BAM
103
BOS Asset Management
Illinois
$1.86M -$428K -3,003 -19%
Creative Planning
104
Creative Planning
Kansas
$1.82M +$61.7K +433 +4%
DFG
105
Delta Financial Group
New Jersey
$1.76M +$502K +3,521 +40%
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$1.75M +$38.4K +269 +2%
William Blair & Company
107
William Blair & Company
Illinois
$1.72M +$1.39M +9,778 +422%
FA
108
Flagstar Advisors
New York
$1.71M +$255K +1,785 +17%
HT
109
Heritage Trust
Oklahoma
$1.69M -$116K -816 -6%
SPIA
110
Steward Partners Investment Advisory
New York
$1.68M +$37.2K +261 +2%
JWCA
111
J.W. Cole Advisors
Florida
$1.67M -$722K -5,061 -30%
MAS
112
Madden Advisory Services
Florida
$1.63M +$71.1K +499 +5%
Mariner
113
Mariner
Kansas
$1.57M +$151K +1,062 +11%
SG
114
Sharper & Granite
California
$1.54M +$160K +1,130 +12%
MWM
115
Moran Wealth Management
Florida
$1.52M +$1.52M +10,661 New
CFD
116
Creative Financial Designs
Indiana
$1.5M +$57K +400 +4%
RFM
117
Royal Fund Management
Florida
$1.48M +$183K +1,282 +14%
Macquarie Group
118
Macquarie Group
Australia
$1.48M +$1.48M +10,391 New
IOOF
119
Independent Order of Foresters
Ontario, Canada
$1.48M +$1.48M +10,391 New
CC
120
Callan Capital
California
$1.47M -$5.56K -39 -0.4%
CFGS
121
Concourse Financial Group Securities
Alabama
$1.45M +$58.5K +410 +4%
GEA
122
Glen Eagle Advisors
New Jersey
$1.44M +$2K +14 +0.1%
PCIA
123
Prime Capital Investment Advisors
Kansas
$1.4M -$34.5K -242 -2%
CRWM
124
Castle Rock Wealth Management
California
$1.38M -$79.7K -544 -5%
OSNBOA
125
Old Second National Bank of Aurora
Illinois
$1.37M -$65.4K -459 -5%
3 4
5
6 7