VPU icon

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 %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$885K +$1.63K +11 +0.2%
Citigroup
177
Citigroup
New York
$885K -$45.7K -309 -5%
ACS
178
Archford Capital Strategies
Illinois
$859K – – –
SWM
179
Spire Wealth Management
Virginia
$840K +$88.7K +600 +12%
FG
180
Foster Group
Iowa
$839K – – –
NPFS
181
Novak & Powell Financial Services
Florida
$839K – – –
AFG
182
Altiora Financial Group
Ohio
$836K – – –
TIAA Trust, National Association
183
TIAA Trust, National Association
North Carolina
$835K +$56.5K +382 +7%
MA
184
Mutual Advisors
Nebraska
$833K -$12.6K -81 -1%
SCM
185
Steele Capital Management
Iowa
$826K -$14.6K -98 -2%
FB
186
First Bancorp
Maine
$822K -$104K -700 -11%
USCWA
187
U.S. Capital Wealth Advisors
Texas
$816K +$405K +2,735 +98%
CCFM
188
Clear Creek Financial Management
Washington
$810K +$85.2K +576 +12%
CSB
189
City State Bank
Iowa
$795K -$12.6K -85 -2%
JF
190
Joule Financial
Kentucky
$788K +$3.43K +23 +0.4%
Comerica Bank
191
Comerica Bank
Texas
$785K +$25.7K +174 +3%
EH
192
Equitable Holdings
New York
$768K -$36.5K -247 -5%
PFS
193
Prospera Financial Services
Texas
$765K -$4.74K -32 -0.6%
FFC
194
First Financial Corp
Indiana
$763K -$37.6K -254 -5%
AIM
195
Anchor Investment Management
South Carolina
$762K +$181K +1,223 +31%
MECA
196
Miller Equity Capital Advisors
Texas
$755K – – –
FAB
197
First American Bank
Illinois
$747K +$747K +5,050 New
VFG
198
V2 Financial group
Illinois
$746K – – –
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$725K +$153K +1,033 +27%
PNC
200
Park National Corp
Ohio
$725K -$222K -1,503 -23%
6 7
8
9 10