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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 %
TRCT
126
Tower Research Capital (TRC)
New York
$1.36M +$960K +6,730 +239%
GPA
127
Guidance Point Advisors
Massachusetts
$1.33M -$135K -945 -9%
B
128
Bailard
California
$1.3M -$144K -1,007 -10%
CFP
129
Curran Financial Partners
South Carolina
$1.27M -$4.14K -29 -0.3%
TLP
130
Trinity Legacy Partners
Texas
$1.27M +$459K +3,221 +57%
CAG
131
Csenge Advisory Group
Florida
$1.26M +$31.8K +223 +3%
CTC
132
Central Trust Company
Missouri
$1.24M – – –
RMAM
133
Raab & Moskowitz Asset Management
New Jersey
$1.23M +$153K +1,074 +14%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$1.23M -$1.14K -8 -0.1%
RIA
135
Regal Investment Advisors
Michigan
$1.23M +$1.23M +8,638 New
CIA
136
Compass Ion Advisors
Pennsylvania
$1.22M -$20.8K -146 -2%
CI
137
CX Institutional
Indiana
$1.18M +$146K +1,026 +14%
COCM
138
Charter Oak Capital Management
New Hampshire
$1.18M -$47.6K -334 -4%
SFG
139
Sovereign Financial Group
Connecticut
$1.17M -$17K -119 -1%
BA
140
Bard Associates
Illinois
$1.16M +$1.16M +8,170 New
PPP
141
Private Portfolio Partners
New Jersey
$1.15M +$161K +1,130 +16%
IAIM
142
International Assets Investment Management
Florida
$1.13M +$736K +5,191 +186%
GJIA
143
Glass Jacobson Investment Advisors
Maryland
$1.12M +$48.3K +339 +4%
WWM
144
Whalen Wealth Management
Nevada
$1.09M +$1.09M +7,659 New
BEAM
145
Baker Ellis Asset Management
Washington
$1.08M -$85.5K -600 -7%
CF
146
Centaurus Financial
California
$1.07M -$165K -1,158 -13%
TP
147
Tranquility Partners
Tennessee
$1.07M +$8.7K +61 +0.8%
Bessemer Group
148
Bessemer Group
New Jersey
$1.05M – – –
AFS
149
Axiom Financial Strategies
Indiana
$1.03M -$17.7K -124 -2%
WDC
150
Woodward Diversified Capital
California
$1.02M +$1.02M +7,163 New
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