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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 %
ACS
176
Archford Capital Strategies
Illinois
$828K -$97K -680 -10%
TCWM
177
Total Clarity Wealth Management
Illinois
$821K +$55.9K +392 +7%
JIC
178
Johnson Investment Counsel
Ohio
$814K -$135K -945 -14%
BCV
179
Banque Cantonale Vaudoise
Switzerland
$812K +$713K +5,000 +723%
KWA
180
Kellett Wealth Advisors
Ohio
$812K +$7.13K +50 +0.9%
FG
181
Foster Group
Iowa
$809K +$43.2K +303 +6%
AFG
182
Altiora Financial Group
Ohio
$806K – – –
PSB
183
Piscataqua Savings Bank
New Hampshire
$805K +$805K +5,647 +282,350%
SCM
184
Steele Capital Management
Iowa
$805K -$128K -897 -14%
PI
185
PFG Investments
New York
$800K +$800K +5,609 New
CSB
186
City State Bank
Iowa
$779K +$84.9K +595 +12%
BCI
187
Brinker Capital Investments
Pennsylvania
$777K +$777K +5,451 New
OPS
188
Orion Portfolio Solutions
Nebraska
$777K +$777K +5,451 New
EH
189
Equitable Holdings
New York
$776K -$105K -734 -12%
MA
190
Mutual Advisors
Nebraska
$776K -$35.9K -252 -4%
FHA
191
Flagship Harbor Advisors
Massachusetts
$772K +$55K +386 +8%
FFC
192
First Financial Corp
Indiana
$772K -$35.8K -251 -4%
PA
193
PFG Advisors
Arizona
$752K -$61K -428 -8%
TIAA Trust, National Association
194
TIAA Trust, National Association
North Carolina
$750K -$101K -707 -12%
JF
195
Joule Financial
Kentucky
$750K +$16.8K +118 +2%
PFS
196
Prospera Financial Services
Texas
$742K -$56.5K -396 -7%
Comerica Bank
197
Comerica Bank
Texas
$732K +$10.1K +71 +1%
IWM
198
IHT Wealth Management
Illinois
$731K -$5.99K -42 -0.8%
MECA
199
Miller Equity Capital Advisors
Texas
$728K – – –
SWM
200
Spire Wealth Management
Virginia
$724K -$25.2K -177 -3%
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8
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