VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$273M
2
Bank of America
2
Bank of America
North Carolina
$121M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
UBS Group
4
UBS Group
Switzerland
$42.6M
5
RAG
5
RIA Advisory Group
Iowa
$6.93M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$5.58M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20.4M
4
SIS
4
Strategic Investment Solutions
Illinois
$202K
5
HP
5
Hound Partners
New York
$38.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$273M 1,991,526 +1,185,626 +147%
Bank of America
2
Bank of America
North Carolina
$121M 884,807 +115,709 +15%
LPL Financial
3
LPL Financial
California
$77.8M 567,687 -31,259 -5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$53M 386,985 +10,286 +3%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$44.8M 326,908 -18,574 -5%
Wells Fargo
6
Wells Fargo
California
$43.6M 318,375 +35,520 +13%
UBS Group
7
UBS Group
Switzerland
$42.6M 311,149 +57,923 +23%
HP
8
Hound Partners
New York
$38.9M 283,813 -86,852 -23%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$32.7M 238,874 -10,407 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$30.9M 225,170 -490,472 -69%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$24.1M 175,898 -5,562 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$20.7M 150,923 -5,257 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$20.4M 148,408 -259,143 -64%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$20.1M 146,562 -10,951 -7%
Corient Private Wealth
15
Corient Private Wealth
Florida
$16.5M 120,308 -7,283 -6%
AIA
16
Allied Investment Advisors
Montana
$16M 116,808 +12,490 +12%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.8M 114,984 +29,944 +35%
Ameriprise
18
Ameriprise
Minnesota
$15.2M 110,910 -55,217 -33%
PIMG
19
Patriot Investment Management Group
Tennessee
$14.5M 106,135 -14,924 -12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14.3M 104,655 +58,602 +127%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$12.7M 92,862 +7,190 +8%
UI
22
Unconventional Investor
New Hampshire
$11.8M 85,745 +2,674 +3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$9.15M 66,730 -8,880 -12%
PCH
24
PGIM Custom Harvest
New Jersey
$9.01M 65,755 -3,153 -5%
Cerity Partners
25
Cerity Partners
New York
$8.52M 62,185 -1,444 -2%
1
2 3 4 5