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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$161M
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Two Sigma Investments
Two Sigma Investments
New York
$17.5M
4
CFD
Creative Financial Designs
Indiana
$13.4M
5
Ameriprise
Ameriprise
Minnesota
$36.4M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$49.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.03M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.9M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Congress Wealth Management
Massachusetts
$1.74M +$1.29M +7,898 +285%
SG
127
Sharper & Granite
California
$1.72M -$34K -208 -2%
ORC
128
O'Rourke & Company
Massachusetts
$1.71M +$504K +3,087 +42%
CI
129
CX Institutional
Indiana
$1.7M +$639K +3,909 +60%
CRWM
130
Castle Rock Wealth Management
California
$1.69M -$131K -765 -7%
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$1.69M -$69K -422 -4%
CC
132
Callan Capital
California
$1.65M -$27.9K -171 -2%
AWM
133
Accel Wealth Management
Iowa
$1.64M +$25.8K +158 +2%
CFGS
134
Concourse Financial Group Securities
Alabama
$1.64M +$8.96K +53 +0.6%
UCFA
135
United Capital Financial Advisors
Texas
$1.63M -$301K -1,841 -16%
GPA
136
Guidance Point Advisors
Massachusetts
$1.58M +$36K +220 +2%
BA
137
Bard Associates
Illinois
$1.57M +$45.3K +277 +3%
CAM
138
Cresset Asset Management
Illinois
$1.56M -$858K -5,252 -35%
BPA
139
Beacon Pointe Advisors
California
$1.52M +$53.1K +325 +4%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$1.52M +$261K +1,596 +21%
FFA
141
Farther Finance Advisors
California
$1.51M +$496K +3,034 +49%
GEA
142
Glen Eagle Advisors
New Jersey
$1.5M -$78.1K -478 -5%
GWM
143
Geneos Wealth Management
Colorado
$1.49M +$981K +6,002 +192%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$1.49M +$593K +3,626 +66%
PPP
145
Private Portfolio Partners
New Jersey
$1.46M +$40.7K +249 +3%
OSNBOA
146
Old Second National Bank of Aurora
Illinois
$1.46M -$6.37K -39 -0.4%
WSFG
147
Wall Street Financial Group
Illinois
$1.44M +$232K +1,419 +19%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$421K +2,577 +44%
PCIA
149
Prime Capital Investment Advisors
Kansas
$1.38M -$169K -1,037 -11%
CTC
150
Central Trust Company
Missouri
$1.37M -$57.5K -352 -4%
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