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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 %
Citadel Advisors
201
Citadel Advisors
Florida
$849K -$119K -726 -12%
QC
202
Quadrature Capital
United Kingdom
$837K +$837K +5,118 New
MECA
203
Miller Equity Capital Advisors
Texas
$834K – – –
JWCA
204
J.W. Cole Advisors
Florida
$833K +$3.27K +20 +0.4%
MTC
205
Matrix Trust Company
Colorado
$829K +$42.6K +261 +5%
MSFS
206
Main Street Financial Solutions
Pennsylvania
$829K +$78.3K +479 +10%
NWA
207
Navis Wealth Advisors
New York
$817K – – –
PA
208
PFG Advisors
Arizona
$809K -$43.5K -266 -5%
OIA
209
OneDigital Investment Advisors
Kansas
$808K -$5.56K -34 -0.7%
VFG
210
V2 Financial group
Illinois
$784K – – –
NRI
211
NFP Retirement Inc
California
$784K +$41.5K +254 +6%
FFA
212
Founders Financial Alliance
North Carolina
$784K +$980 +6 +0.1%
PS
213
Principal Securities
Iowa
$784K +$98.1K +600 +14%
TIP
214
Tandem Investment Partners
New Jersey
$782K +$782K +4,785 New
EWA
215
EP Wealth Advisors
California
$765K -$364K -2,230 -32%
KPWS
216
Kestra Private Wealth Services
Texas
$761K +$29.4K +180 +4%
WLIM
217
White Lighthouse Investment Management
Massachusetts
$758K +$50.2K +307 +7%
IFA
218
Interactive Financial Advisors
Illinois
$754K -$26.5K -162 -3%
HNB
219
Huntington National Bank
Ohio
$749K -$911K – –
TIAA Trust, National Association
220
TIAA Trust, National Association
North Carolina
$742K -$281K -1,721 -27%
HW
221
Hancock Whitney
Mississippi
$730K +$65.4K +400 +10%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$728K +$115K +701 +19%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$726K -$20.5K -122 -3%
RIL
224
Rothschild Investment LLC
Illinois
$721K +$29.4K +180 +4%
FFC
225
First Financial Corp
Indiana
$717K +$5.56K +34 +0.8%
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