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VPU

Vanguard Utilities ETF

602 hedge funds and large institutions have $2.08B invested in Vanguard Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 225 increasing their positions, 176 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,423% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $683K

51% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 41

28% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 176

1% more funds holding

Funds holding: 594602 (+8)

1% more capital invested

Capital invested by funds: $2.05B → $2.08B (+$29.8M)

1.09% less ownership

Funds ownership: 31.8%30.71% (-1.1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
602
Holders Change
+8
Holders Change %
+1.35%
% of All Funds
8.07%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
62
Increased
225
Reduced
176
Closed
41
Calls
$10.4M
Puts
$683K
Net Calls
+$9.72M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$203M +$12.4M +73,136 +7%
Bank of America
2
Bank of America
North Carolina
$157M -$10.4M -61,505 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$110M +$6.76M +40,025 +7%
LPL Financial
4
LPL Financial
California
$105M -$8.4M -49,754 -7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$104M +$7.84M +46,436 +8%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$65.1M +$2.84M +16,842 +5%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$47.4M -$123M -729,465 -73%
UBS Group
8
UBS Group
Switzerland
$47.1M -$4.74M -28,082 -9%
Wells Fargo
9
Wells Fargo
California
$46.9M +$192K +1,139 +0.4%
Ameriprise
10
Ameriprise
Minnesota
$44.9M +$6.76M +40,035 +18%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$38.3M +$4.71M +27,885 +14%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$37.3M +$2.39M +14,147 +7%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$34.8M -$457K -2,705 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$32.5M -$2.6M -15,416 -7%
PCH
15
PGIM Custom Harvest
New Jersey
$30.5M +$3.56M +21,102 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$28.9M +$1.76M +10,412 +7%
Raymond James Financial
17
Raymond James Financial
Florida
$28.3M +$2.49M +14,718 +10%
Osaic Holdings
18
Osaic Holdings
Arizona
$26.7M +$3.03M +17,937 +13%
AIA
19
Allied Investment Advisors
Montana
$23.4M +$982K +5,811 +4%
LJAC
20
L.J. Altfest & Co
New York
$20.6M +$684K +4,050 +3%
Corient Private Wealth
21
Corient Private Wealth
Florida
$20.4M +$784K +4,641 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$18.1M -$1.69M -9,994 -9%
NSLI
23
Nan Shan Life Insurance
Taiwan
$17.7M +$11M +64,880 +166%
TIAA Trust, National Association
24
TIAA Trust, National Association
North Carolina
$16.5M +$15.5M +91,900 +2,024%
PIMG
25
Patriot Investment Management Group
Tennessee
$16.2M -$363K -2,149 -2%

VPU Hedge Fund Activity: Q1 2025 in Review

602 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2025, worth a combined $2.08B — up 1.5% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VPU positions and 41 closed out — a net gain of 21 holders — while 225 added to existing stakes and 176 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $15.5M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $123M.

  • 602 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2025, up from 594 in Q4 2024.
  • Funds reported $2.08B of Vanguard Utilities ETF stock for Q1 2025, up 1.5% quarter-over-quarter.
  • 62 funds opened new Vanguard Utilities ETF positions in Q1 2025 and 41 closed out, a net change of +21 holders.
  • The largest Vanguard Utilities ETF buyer in Q1 2025 was TIAA Trust, National Association, an estimated $15.5M added.
  • The largest Vanguard Utilities ETF seller in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $123M sold.

Based on aggregated 13F filings for Q1 2025.