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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 %
Wealthfront Advisers
201
Wealthfront Advisers
California
$722K +$122K +825 +20%
PA
202
PFG Advisors
Arizona
$720K -$59.6K -403 -8%
FFA
203
Founders Financial Alliance
North Carolina
$708K -$251K -1,696 -26%
Jane Street
204
Jane Street
New York
$708K +$708K +4,787 New
IFA
205
Interactive Financial Advisors
Illinois
$706K +$2.22K +15 +0.3%
NWA
206
Navis Wealth Advisors
New York
$703K – – –
SM
207
Sweeney & Michel
California
$697K +$2.68K +18 +0.4%
ORC
208
O'Rourke & Company
Massachusetts
$696K +$300K +2,029 +76%
BIA
209
Bigelow Investment Advisors
Maine
$689K +$95.9K +648 +16%
MSFS
210
Main Street Financial Solutions
Pennsylvania
$678K -$297K -2,005 -30%
VCM
211
Virtue Capital Management
Tennessee
$677K +$155K +1,011 +30%
OIA
212
OneDigital Investment Advisors
Kansas
$677K -$34.9K -236 -5%
NRI
213
NFP Retirement Inc
California
$676K +$9.47K +64 +1%
IWM
214
IHT Wealth Management
Illinois
$674K -$86.4K -583 -11%
MPCL
215
My Personal CFO LLC
Washington
$668K -$21.9K -148 -3%
EFS
216
Essex Financial Services
Connecticut
$658K – – –
CIA
217
Choate Investment Advisors
Massachusetts
$648K -$222K -1,500 -26%
SGCA
218
Steel Grove Capital Advisors
Tennessee
$647K +$647K +4,375 New
BW
219
Bison Wealth
Georgia
$644K – – –
WSFG
220
Wall Street Financial Group
Illinois
$633K +$633K +4,277 New
NWMG
221
National Wealth Management Group
Ohio
$627K -$39.5K -267 -6%
RIL
222
Rothschild Investment LLC
Illinois
$626K +$3.11K +21 +0.5%
PS
223
Principal Securities
Iowa
$624K +$271K +1,835 +77%
DWM
224
Diversify Wealth Management
Utah
$618K +$618K +3,942 New
VA
225
Valmark Advisers
Ohio
$609K -$58K -392 -9%
7 8
9
10 11