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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 %
FFA
176
Farther Finance Advisors
California
$1.08M +$865K +4,972 +410%
BIA
177
Bigelow Investment Advisors
Maine
$1.07M +$264K +1,519 +33%
PSB
178
Piscataqua Savings Bank
New Hampshire
$1.07M – – –
IFO
179
Independent Family Office
New York
$1.06M – – –
SWA
180
Sax Wealth Advisors
New Jersey
$1.05M +$5.92K +34 +0.6%
Citadel Advisors
181
Citadel Advisors
Florida
$1.03M +$1.03M +5,924 New
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$178K +1,020 +21%
ACS
183
Archford Capital Strategies
Illinois
$1.02M +$16.1K +93 +2%
BNP Paribas Financial Markets
184
BNP Paribas Financial Markets
France
$1.02M +$1M +5,751 +6,687%
P
185
&Partners
Tennessee
$1.01M +$1.01M +5,821 New
NPFS
186
Novak & Powell Financial Services
Florida
$1.01M +$20.5K +118 +2%
FG
187
Foster Group
Iowa
$996K +$8.53K +49 +0.9%
AFG
188
Altiora Financial Group
Ohio
$983K – – –
FB
189
First Bancorp
Maine
$967K – – –
AIM
190
Anchor Investment Management
South Carolina
$961K +$64.9K +373 +7%
SWM
191
Spire Wealth Management
Virginia
$948K -$39.9K -229 -4%
SGCA
192
Steel Grove Capital Advisors
Tennessee
$948K +$190K +1,095 +25%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$947K +$593K +3,419 +167%
CSB
194
City State Bank
Iowa
$936K – – –
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$934K -$3.27M -18,791 -78%
Comerica Bank
196
Comerica Bank
Texas
$933K +$8.88K +51 +1%
MA
197
Mutual Advisors
Nebraska
$928K -$11.6K -66 -1%
ADL
198
Asset Dedication LLC
California
$922K -$238K -1,369 -21%
HNB
199
Huntington National Bank
Ohio
$911K -$529K – –
PA
200
PFG Advisors
Arizona
$908K +$60.9K +350 +7%
6 7
8
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