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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 %
SM
201
Sweeney & Michel
California
$723K +$723K +4,663 New
CCFM
202
Clear Creek Financial Management
Washington
$699K +$2.28K +16 +0.3%
HNB
203
Huntington National Bank
Ohio
$695K -$758K – –
OIA
204
OneDigital Investment Advisors
Kansas
$686K -$313K -2,196 -31%
VFG
205
V2 Financial group
Illinois
$684K – – –
IFA
206
Interactive Financial Advisors
Illinois
$678K +$14.8K +104 +2%
NWA
207
Navis Wealth Advisors
New York
$677K – – –
MPCL
208
My Personal CFO LLC
Washington
$665K +$91.5K +642 +16%
BW
209
Bison Wealth
Georgia
$644K -$10.4K -73 -2%
VA
210
Valmark Advisers
Ohio
$643K -$51.2K -359 -7%
NRI
211
NFP Retirement Inc
California
$643K -$67.9K -476 -10%
NWMG
212
National Wealth Management Group
Ohio
$642K -$46.9K -329 -7%
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$635K -$12.8K -90 -2%
RIL
214
Rothschild Investment LLC
Illinois
$600K +$107K +750 +22%
ML
215
McAdam LLC
Pennsylvania
$598K -$110K -769 -15%
EFS
216
Essex Financial Services
Connecticut
$590K – – –
RSA
217
River Street Advisors
Illinois
$587K +$34.4K +241 +6%
IAS
218
Investment Advisory Services
Texas
$586K – – –
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$581K -$26K -182 -4%
HW
220
Hancock Whitney
Mississippi
$579K – – –
Wealthfront Advisers
221
Wealthfront Advisers
California
$579K +$236K +1,655 +69%
CPRC
222
Consolidated Portfolio Review Corp
New York
$577K -$1.14M -7,980 -66%
CKAIS
223
Christensen King & Associates Investment Services
Washington
$575K -$11K -77 -2%
CSIA
224
Conrad Siegel Investment Advisors
Pennsylvania
$573K +$2.28K +16 +0.4%
BIA
225
Bigelow Investment Advisors
Maine
$571K +$322K +2,258 +129%
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9
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