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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 %
IWM
201
IHT Wealth Management
Illinois
$907K +$114K +657 +14%
EH
202
Equitable Holdings
New York
$901K -$2.79K -16 -0.3%
OPS
203
Orion Portfolio Solutions
Nebraska
$894K -$251K -1,443 -22%
BCI
204
Brinker Capital Investments
Pennsylvania
$894K -$251K -1,443 -22%
MECA
205
Miller Equity Capital Advisors
Texas
$889K – – –
JWCA
206
J.W. Cole Advisors
Florida
$884K -$435K -2,502 -33%
NWA
207
Navis Wealth Advisors
New York
$870K +$43.3K +249 +5%
CCFM
208
Clear Creek Financial Management
Washington
$869K -$84.8K -487 -9%
OIA
209
OneDigital Investment Advisors
Kansas
$866K +$69.6K +400 +9%
TF
210
Tudor Financial
Ohio
$852K +$852K +4,895 New
Wealthfront Advisers
211
Wealthfront Advisers
California
$851K +$696 +4 +0.1%
MTC
212
Matrix Trust Company
Colorado
$838K +$539K +3,096 +180%
VFG
213
V2 Financial group
Illinois
$835K – – –
FFA
214
Founders Financial Alliance
North Carolina
$834K +$522 +3 +0.1%
IFA
215
Interactive Financial Advisors
Illinois
$832K +$870 +5 +0.1%
SM
216
Sweeney & Michel
California
$828K +$3K +17 +0.4%
CIA
217
Choate Investment Advisors
Massachusetts
$825K +$62.1K +357 +8%
MSFS
218
Main Street Financial Solutions
Pennsylvania
$799K +$1.22K +7 +0.2%
NRI
219
NFP Retirement Inc
California
$791K -$4.52K -26 -0.6%
KPWS
220
Kestra Private Wealth Services
Texas
$779K +$213K +1,223 +38%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$777K +$108K +619 +16%
LIM
222
Leavell Investment Management
Alabama
$771K +$57.5K +328 +8%
FFC
223
First Financial Corp
Indiana
$757K -$141K -808 -16%
WLIM
224
White Lighthouse Investment Management
Massachusetts
$754K +$249K +1,432 +49%
RSA
225
River Street Advisors
Illinois
$748K +$46.8K +269 +7%
7 8
9
10 11