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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$166M 1,169,917 +1,129,186 +2,772%
Morgan Stanley
2
Morgan Stanley
New York
$137M 958,643 -1,032,883 -52%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$105M 736,851 +511,681 +227%
Bank of America
4
Bank of America
North Carolina
$87.4M 612,772 -272,035 -31%
LPL Financial
5
LPL Financial
California
$78.6M 551,149 -16,538 -3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$73.2M 513,156 +126,171 +33%
Empower Advisory Group
7
Empower Advisory Group
Colorado
$52.3M 366,691 +39,783 +12%
UBS Group
8
UBS Group
Switzerland
$41.8M 293,168 -17,981 -6%
Wells Fargo
9
Wells Fargo
California
$38.6M 270,796 -47,579 -15%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$32M 224,473 -14,401 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.1M 203,762 +99,107 +95%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$28.3M 198,388 +177,422 +846%
Ameriprise
13
Ameriprise
Minnesota
$25.2M 176,612 +65,702 +59%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$23.6M 165,176 -10,722 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$22.8M 159,546 +11,138 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$22.2M 155,778 +4,855 +3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$21.4M 150,235 +3,673 +3%
AIA
18
Allied Investment Advisors
Montana
$18.1M 126,907 +10,099 +9%
Corient Private Wealth
19
Corient Private Wealth
Florida
$17.1M 120,039 -269 -0.2%
PCH
20
PGIM Custom Harvest
New Jersey
$15.5M 108,647 +42,892 +65%
DIA
21
Davidson Investment Advisors
Montana
$15.2M 106,898 +51,841 +94%
AWS
22
Atria Wealth Solutions
New York
$14.8M 103,732 +61,165 +144%
PIMG
23
Patriot Investment Management Group
Tennessee
$14.7M 102,825 -3,310 -3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$12.9M 90,601 -2,261 -2%
CAN
25
Cetera Advisor Networks
California
$12.7M 89,146 +58,975 +195%
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