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Vanguard Utilities ETF
VPU

Overview Fund Activity

549 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+38
Holders Change %
+7.44%
% of All Funds
7.94%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
79
Increased
188
Reduced
156
Closed
32
Calls
$6.82M
Puts
$3.55M
Net Calls
+$3.27M
Net Calls Change
-$796K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$124M
2
I
INVST
Indiana
$8.65M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
RB
Richmond Brothers
Michigan
$7.3M
5
UBS Group
UBS Group
Switzerland
$72.4M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$94.5M
2
DIA
Davidson Investment Advisors
Montana
$0
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$180M
4
FNC
First National Corp
Massachusetts
$5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORC
151
O'Rourke & Company
Massachusetts
$1.29M +$467K +2,685 +57%
COCM
152
Charter Oak Capital Management
New Hampshire
$1.29M -$46.6K -268 -4%
Bessemer Group
153
Bessemer Group
New Jersey
$1.28M – – –
GWM
154
Gray Wealth Management
Maine
$1.27M +$217K +1,248 +21%
SI
155
Saxon Interests
Texas
$1.27M +$1.27M +7,289 New
SF
156
Summit Financial
New Jersey
$1.26M +$66.1K +377 +6%
BCM
157
Brookstone Capital Management
Illinois
$1.23M +$67.5K +388 +6%
BFG
158
Bleakley Financial Group
New Jersey
$1.23M -$191K -1,096 -13%
KC
159
Kinloch Capital
Virginia
$1.23M -$363K -2,083 -23%
JIC
160
Johnson Investment Counsel
Ohio
$1.22M +$29.6K +170 +2%
BEAM
161
Baker Ellis Asset Management
Washington
$1.22M – – –
DAS
162
Dynamic Advisor Solutions
Arizona
$1.21M -$472K -2,713 -28%
EWA
163
EP Wealth Advisors
California
$1.2M +$12.4K +71 +1%
FAB
164
First American Bank
Illinois
$1.2M +$320K +1,841 +36%
RIA
165
Regal Investment Advisors
Michigan
$1.16M -$262K -1,508 -18%
GIM
166
Guild Investment Management
California
$1.15M – – –
CI
167
CX Institutional
Indiana
$1.13M -$297K -1,708 -21%
BA
168
Bluesphere Advisors
Pennsylvania
$1.13M +$1.13M +6,495 New
CAG
169
Csenge Advisory Group
Florida
$1.12M +$5.12K +30 +0.5%
TP
170
Tranquility Partners
Tennessee
$1.11M -$131K -752 -11%
VWA
171
Visionary Wealth Advisors
Illinois
$1.1M -$499K -2,866 -31%
WDC
172
Woodward Diversified Capital
California
$1.1M -$82K -471 -7%
CF
173
Centaurus Financial
California
$1.09M -$75.7K -435 -6%
TIAA Trust, National Association
174
TIAA Trust, National Association
North Carolina
$1.09M +$107K +617 +11%
FPFS
175
First Personal Financial Services
North Carolina
$1.08M +$8.18K +47 +0.8%
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