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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 %
SWM
101
Stapp Wealth Management
Washington
$2.53M +$134K +822 +6%
WA
102
WBH Advisory
Maryland
$2.34M -$11.9K -73 -0.5%
SPIA
103
Steward Partners Investment Advisory
New York
$2.34M -$35K -214 -1%
CIAS
104
Capital Investment Advisory Services
North Carolina
$2.28M +$43.8K +268 +2%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$2.21M -$11.6K -71 -0.5%
RMAM
106
Raab & Moskowitz Asset Management
New Jersey
$2.2M +$137K +836 +7%
DBIA
107
Dumont & Blake Investment Advisors
New Jersey
$2.15M +$1.63K +10 +0.1%
MAS
108
Madden Advisory Services
Florida
$2.13M +$49.2K +301 +2%
JF
109
Joule Financial
Kentucky
$2.08M +$147K +899 +8%
SPC
110
Sigma Planning Corp
Michigan
$2.06M +$450K +2,752 +28%
Citigroup
111
Citigroup
New York
$2.06M +$697K +4,266 +51%
BBL
112
Beck Bode LLC
Massachusetts
$2.05M – – –
AAS
113
Ameritas Advisory Services
Nebraska
$2.04M +$313K +1,916 +18%
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$2.04M -$37.6K -230 -2%
USCWA
115
U.S. Capital Wealth Advisors
Texas
$2.04M -$368K -2,250 -15%
FT
116
Fiduciary Trust
Massachusetts
$1.9M -$170K -1,041 -8%
HI
117
Harbour Investments
Wisconsin
$1.9M -$1.49M -9,139 -44%
FA
118
Flagstar Advisors
New York
$1.9M +$7.19K +44 +0.4%
Mariner
119
Mariner
Kansas
$1.85M +$73K +447 +4%
HT
120
Heritage Trust
Oklahoma
$1.85M +$1.85M +11,317 New
CIA
121
Compass Ion Advisors
Pennsylvania
$1.83M +$494K +3,024 +37%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$1.82M +$5.72K +35 +0.3%
HFA
123
Hershey Financial Advisers
Pennsylvania
$1.81M +$1.81M +11,089 New
WA
124
Waverly Advisors
Alabama
$1.78M +$60.3K +369 +4%
VWA
125
Visionary Wealth Advisors
Illinois
$1.76M +$727K +4,451 +70%
3 4
5
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