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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.

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
1
Bank of America
North Carolina
$161M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Raymond James Financial
3
Raymond James Financial
Florida
$24.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$17.5M
5
CFD
5
Creative Financial Designs
Indiana
$13.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$49.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$98.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.03M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.9M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$162M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$183M 1,117,016 +154,285 +16%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$162M 994,370 -40,077 -4%
Bank of America
3
Bank of America
North Carolina
$161M 982,880 +272,625 +38%
LPL Financial
4
LPL Financial
California
$109M 667,124 +52,348 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$98.5M 602,996 -68,436 -10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$92.3M 564,614 +21,834 +4%
Empower Advisory Group
7
Empower Advisory Group
Colorado
$59.5M 364,058 -218 -0.1%
UBS Group
8
UBS Group
Switzerland
$49.6M 303,809 -111,974 -27%
Wells Fargo
9
Wells Fargo
California
$44.7M 273,666 +38,478 +16%
Ameriprise
10
Ameriprise
Minnesota
$36.4M 223,006 +57,298 +35%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$33.7M 206,200 +1,809 +0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$33.6M 205,664 +10,240 +5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$33.4M 204,188 +5,971 +3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$32.1M 196,468 +706 +0.4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$26M 158,804 +5,969 +4%
PCH
16
PGIM Custom Harvest
New Jersey
$25.7M 157,189 +17,286 +12%
Raymond James Financial
17
Raymond James Financial
Florida
$24.7M 150,893 +150,893 New
Osaic Holdings
18
Osaic Holdings
Arizona
$22.6M 137,930 +8,563 +7%
AIA
19
Allied Investment Advisors
Montana
$21.5M 131,283 -966 -0.7%
LJAC
20
L.J. Altfest & Co
New York
$19.1M 116,704 +1,674 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$18.9M 115,867 -42,594 -27%
Corient Private Wealth
22
Corient Private Wealth
Florida
$18.8M 115,060 -4,618 -4%
Two Sigma Investments
23
Two Sigma Investments
New York
$17.5M 107,100 +107,100 New
AWS
24
Atria Wealth Solutions
New York
$16.2M 99,156 +5,765 +6%
PIMG
25
Patriot Investment Management Group
Tennessee
$15.9M 97,028 -2,828 -3%
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