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Vanguard Utilities ETF
VPU

Overview Fund Activity

511 hedge funds and large institutions have $1.78B invested in Vanguard Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 149 increasing their positions, 172 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+21
Holders Change %
+4.29%
% of All Funds
7.43%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
57
Increased
149
Reduced
172
Closed
26
Calls
$5.53M
Puts
$1.46M
Net Calls
+$4.07M
Net Calls Change
-$908K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$157M
2
LJAC
L.J. Altfest & Co
New York
$16.9M
3
UBS Group
UBS Group
Switzerland
$55.7M
4
SC
Swan Capital
Florida
$8.13M
5
PCH
PGIM Custom Harvest
New Jersey
$21.4M

Top Sellers

1
HP
Hound Partners
New York
$0
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$163M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.9M
4
NSLI
Nan Shan Life Insurance
Taiwan
$0
5
GB
Gunma Bank
Japan
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
151
Bessemer Group
New Jersey
$1.09M – – –
CA
152
CoreCap Advisors
Michigan
$1.08M +$209K +1,413 +24%
KIG
153
Kennedy Investment Group
New Jersey
$1.07M +$14.5K +98 +1%
AFS
154
Axiom Financial Strategies
Indiana
$1.07M +$5.62K +38 +0.5%
CPSC
155
Carl P. Sherr & Co
Massachusetts
$1.06M +$8.14K +55 +0.8%
TP
156
Tranquility Partners
Tennessee
$1.06M -$47.3K -320 -4%
BEAM
157
Baker Ellis Asset Management
Washington
$1.04M -$88.8K -600 -8%
BCM
158
Brookstone Capital Management
Illinois
$1.02M -$458 -3 -0%
SF
159
Summit Financial
New Jersey
$1.02M +$48.5K +325 +5%
EWA
160
EP Wealth Advisors
California
$1.01M – – –
JIC
161
Johnson Investment Counsel
Ohio
$1.01M +$166K +1,125 +20%
WDC
162
Woodward Diversified Capital
California
$1M -$55.2K -373 -5%
WWM
163
Whalen Wealth Management
Nevada
$1M -$130K -877 -11%
CF
164
Centaurus Financial
California
$994K -$117K -793 -11%
ADL
165
Asset Dedication LLC
California
$986K -$27.8K -188 -3%
GIM
166
Guild Investment Management
California
$976K +$7.46K +50 +0.8%
BCI
167
Brinker Capital Investments
Pennsylvania
$973K +$167K +1,130 +21%
OPS
168
Orion Portfolio Solutions
Nebraska
$973K +$167K +1,130 +21%
CAG
169
Csenge Advisory Group
Florida
$963K -$343K -2,319 -26%
IAIM
170
International Assets Investment Management
Florida
$949K -$231K -1,562 -20%
FPFS
171
First Personal Financial Services
North Carolina
$915K -$17.8K -120 -2%
PSB
172
Piscataqua Savings Bank
New Hampshire
$913K +$77.7K +525 +9%
IFO
173
Independent Family Office
New York
$905K – – –
GWM
174
Gray Wealth Management
Maine
$894K -$17.8K -120 -2%
SWA
175
Sax Wealth Advisors
New Jersey
$888K +$24.6K +166 +3%
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