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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 %
BFG
176
Bleakley Financial Group
New Jersey
$998K -$161K -983 -14%
PSB
177
Piscataqua Savings Bank
New Hampshire
$995K -$13.6K -83 -1%
SWA
178
Sax Wealth Advisors
New Jersey
$995K +$8.83K +54 +0.9%
IFO
179
Independent Family Office
New York
$972K -$27.1K -166 -3%
OC
180
Optima Capital
Oregon
$968K +$968K +5,923 New
CP
181
Cornerstone Planning
North Carolina
$960K +$960K +5,873 New
Wealthfront Advisers
182
Wealthfront Advisers
California
$957K +$159K +971 +20%
FG
183
Foster Group
Iowa
$954K +$18.3K +112 +2%
NPFS
184
Novak & Powell Financial Services
Florida
$946K – – –
IAIM
185
International Assets Investment Management
Florida
$928K +$928K +5,641 New
AIM
186
Anchor Investment Management
South Carolina
$925K +$22.9K +140 +3%
AFG
187
Altiora Financial Group
Ohio
$923K – – –
TP
188
Tranquility Partners
Tennessee
$916K -$130K -797 -12%
FB
189
First Bancorp
Maine
$908K – – –
EH
190
Equitable Holdings
New York
$898K +$51.2K +313 +6%
CSB
191
City State Bank
Iowa
$895K +$16.3K +100 +2%
FWA
192
Flagship Wealth Advisors
Massachusetts
$895K +$895K +5,475 New
SWM
193
Spire Wealth Management
Virginia
$891K +$490 +3 +0.1%
SS
194
SBI Securities
Japan
$887K +$887K +5,425 New
SWM
195
Silverlake Wealth Management
Vermont
$883K +$182K +1,113 +26%
Comerica Bank
196
Comerica Bank
Texas
$874K -$2.62K -16 -0.3%
WCM
197
Winebrenner Capital Management
Kentucky
$861K +$861K +5,268 New
MA
198
Mutual Advisors
Nebraska
$857K -$42.5K -250 -5%
BA
199
Bluesphere Advisors
Pennsylvania
$852K -$209K -1,279 -20%
ACS
200
Archford Capital Strategies
Illinois
$850K -$114K -700 -12%
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