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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.

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
1
Northwestern Mutual Wealth Management
Wisconsin
$157M
2
LJAC
2
L.J. Altfest & Co
New York
$16.9M
3
UBS Group
3
UBS Group
Switzerland
$55.7M
4
SC
4
Swan Capital
Florida
$8.13M
5
PCH
5
PGIM Custom Harvest
New Jersey
$21.4M

Top Sellers

1
HP
1
Hound Partners
New York
$0
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$163M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$23.9M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$0
5
GB
5
Gunma Bank
Japan
$5.18M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$163M 1,104,327 -65,590 -6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$157M 1,058,334 +545,178 +106%
Morgan Stanley
3
Morgan Stanley
New York
$145M 981,977 +23,334 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$104M 705,452 -31,399 -4%
Bank of America
5
Bank of America
North Carolina
$91.8M 620,565 +7,793 +1%
LPL Financial
6
LPL Financial
California
$86.7M 586,456 +35,307 +6%
UBS Group
7
UBS Group
Switzerland
$55.7M 376,679 +83,511 +28%
Empower Advisory Group
8
Empower Advisory Group
Colorado
$54.3M 367,126 +435 +0.1%
Wells Fargo
9
Wells Fargo
California
$39.1M 264,627 -6,169 -2%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$31.3M 211,748 -12,725 -6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$29.2M 197,455 -933 -0.5%
Ameriprise
12
Ameriprise
Minnesota
$24.1M 162,922 -13,690 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$23.9M 161,508 -42,254 -21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$23.6M 159,293 +3,515 +2%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$22.1M 149,463 -772 -0.5%
PCH
16
PGIM Custom Harvest
New Jersey
$21.4M 144,416 +35,769 +33%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$20.9M 141,558 -23,618 -14%
Osaic Holdings
18
Osaic Holdings
Arizona
$19.4M 131,301 -28,245 -18%
AIA
19
Allied Investment Advisors
Montana
$19.4M 130,925 +4,018 +3%
Corient Private Wealth
20
Corient Private Wealth
Florida
$17.4M 117,618 -2,421 -2%
LJAC
21
L.J. Altfest & Co
New York
$16.9M 114,069 +114,069 New
DIA
22
Davidson Investment Advisors
Montana
$16.1M 108,762 +1,864 +2%
AWS
23
Atria Wealth Solutions
New York
$15.4M 103,684 -48 -0%
PIMG
24
Patriot Investment Management Group
Tennessee
$15.1M 102,049 -776 -0.8%
UI
25
Unconventional Investor
New Hampshire
$12.9M 87,064 +518 +0.6%
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