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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 %
P
151
&Partners
Tennessee
$1.36M +$389K +2,328 +40%
GWM
152
Gray Wealth Management
Maine
$1.35M +$163K +995 +14%
CA
153
CoreCap Advisors
Michigan
$1.35M +$125K +765 +10%
GJIA
154
Glass Jacobson Investment Advisors
Maryland
$1.34M +$6.37K +39 +0.5%
BCM
155
Brookstone Capital Management
Illinois
$1.33M +$168K +1,028 +14%
SFG
156
Sovereign Financial Group
Connecticut
$1.32M -$3.76K -23 -0.3%
CPRC
157
Consolidated Portfolio Review Corp
New York
$1.28M +$44.8K +274 +4%
B
158
Bailard
California
$1.27M -$15.5K -95 -1%
BAM
159
BOS Asset Management
Illinois
$1.26M – – –
CPSC
160
Carl P. Sherr & Co
Massachusetts
$1.26M +$40.9K +250 +3%
KIG
161
Kennedy Investment Group
New Jersey
$1.25M +$31.4K +192 +3%
TLP
162
Trinity Legacy Partners
Texas
$1.23M -$88.6K -542 -7%
SF
163
Summit Financial
New Jersey
$1.22M +$44.1K +270 +4%
SGCA
164
Steel Grove Capital Advisors
Tennessee
$1.22M +$324K +1,980 +36%
SI
165
Saxon Interests
Texas
$1.21M +$15K +92 +1%
COCM
166
Charter Oak Capital Management
New Hampshire
$1.2M -$12.1K -74 -1%
FAB
167
First American Bank
Illinois
$1.19M +$68.6K +420 +6%
FGWP
168
Founders Grove Wealth Partners
Virginia
$1.19M +$1.19M +7,256 New
CF
169
Centaurus Financial
California
$1.18M +$149K +911 +14%
SCA
170
Sulzberger Capital Advisors
Florida
$1.17M +$1.17M +7,188 New
JIC
171
Johnson Investment Counsel
Ohio
$1.15M +$4.74K +29 +0.4%
BIA
172
Bigelow Investment Advisors
Maine
$1.13M +$123K +752 +12%
BEAM
173
Baker Ellis Asset Management
Washington
$1.11M -$32.7K -200 -3%
BF
174
Bonfire Financial
Colorado
$1.03M +$1.03M +6,302 New
NFTC
175
North Forty Two & Co
Oregon
$1.03M +$1.03M +6,275 New
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