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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.

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
1
Bank of America
North Carolina
$124M
2
I
2
INVST
Indiana
$8.65M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$34.1M
4
RB
4
Richmond Brothers
Michigan
$7.3M
5
UBS Group
5
UBS Group
Switzerland
$72.4M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$94.5M
2
DIA
2
Davidson Investment Advisors
Montana
$0
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$180M
4
FNC
4
First National Corp
Massachusetts
$5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$180M 1,034,447 -69,880 -6%
Morgan Stanley
2
Morgan Stanley
New York
$168M 962,731 -19,246 -2%
Bank of America
3
Bank of America
North Carolina
$124M 710,255 +89,690 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$117M 671,432 -34,020 -5%
LPL Financial
5
LPL Financial
California
$107M 614,776 +28,320 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$94.5M 542,780 -515,554 -49%
UBS Group
7
UBS Group
Switzerland
$72.4M 415,783 +39,104 +10%
Empower Advisory Group
8
Empower Advisory Group
Colorado
$63.4M 364,276 -2,850 -0.8%
Wells Fargo
9
Wells Fargo
California
$40.9M 235,188 -29,439 -11%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$35.6M 204,391 -7,357 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$34.5M 198,217 +762 +0.4%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$34.1M 195,762 +46,299 +31%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$34M 195,424 +33,916 +21%
Ameriprise
14
Ameriprise
Minnesota
$28.8M 165,708 +2,786 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$27.6M 158,461 -832 -0.5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$26.6M 152,835 +11,277 +8%
PCH
17
PGIM Custom Harvest
New Jersey
$24.4M 139,903 -4,513 -3%
AIA
18
Allied Investment Advisors
Montana
$23M 132,249 +1,324 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$22.5M 129,367 -1,934 -1%
Corient Private Wealth
20
Corient Private Wealth
Florida
$20.8M 119,678 +2,060 +2%
LJAC
21
L.J. Altfest & Co
New York
$20M 115,030 +961 +0.8%
PIMG
22
Patriot Investment Management Group
Tennessee
$17.4M 99,856 -2,193 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$17.2M 99,069 +19,249 +24%
AWS
24
Atria Wealth Solutions
New York
$16.3M 93,391 -10,293 -10%
UI
25
Unconventional Investor
New Hampshire
$14.4M 82,913 -4,151 -5%
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