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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 %
KIG
151
Kennedy Investment Group
New Jersey
$1.02M +$22.4K +157 +2%
CPSC
152
Carl P. Sherr & Co
Massachusetts
$1.02M +$143 +1 +0%
EWA
153
EP Wealth Advisors
California
$975K +$305K +2,140 +46%
ADL
154
Asset Dedication LLC
California
$974K -$310K -2,184 -24%
SW
155
Simplicity Wealth
New Jersey
$973K +$973K +6,826 New
BFG
156
Bleakley Financial Group
New Jersey
$973K +$973K +6,826 New
BCM
157
Brookstone Capital Management
Illinois
$957K -$41.3K -290 -4%
MSFS
158
Main Street Financial Solutions
Pennsylvania
$939K +$266K +1,866 +40%
AWM
159
Accel Wealth Management
Iowa
$938K +$93.4K +655 +11%
SF
160
Summit Financial
New Jersey
$926K +$576K +4,043 +165%
GIM
161
Guild Investment Management
California
$925K -$54.2K -380 -6%
FFA
162
Founders Financial Alliance
North Carolina
$924K +$428 +3 +0%
PNC
163
Park National Corp
Ohio
$913K -$47.8K -335 -5%
FPFS
164
First Personal Financial Services
North Carolina
$899K -$36.4K -255 -4%
Citigroup
165
Citigroup
New York
$897K -$1.09M -7,672 -55%
FB
166
First Bancorp
Maine
$892K -$7.84K -55 -0.9%
SPC
167
Sigma Planning Corp
Michigan
$891K +$570K +3,997 +178%
GWM
168
Gray Wealth Management
Maine
$879K +$46.3K +325 +6%
IFO
169
Independent Family Office
New York
$872K – – –
ICG
170
InterOcean Capital Group
Tennessee
$872K – – –
ASN
171
Advisory Services Network
Georgia
$859K +$39.9K +280 +5%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$852K +$42.5K +298 +5%
CA
173
CoreCap Advisors
Michigan
$843K +$139K +977 +20%
CIA
174
Choate Investment Advisors
Massachusetts
$839K +$839K +5,882 New
SWA
175
Sax Wealth Advisors
New Jersey
$832K +$76.4K +536 +10%
5 6
7
8 9