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Vanguard Utilities ETF
VPU

Overview Fund Activity

595 hedge funds and large institutions have $2.07B invested in Vanguard Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
8.08%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
60
Increased
223
Reduced
175
Closed
40
Calls
$10.4M
Puts
$683K
Net Calls
+$9.72M
Net Calls Change
+$143K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$15.7M
2
Morgan Stanley
Morgan Stanley
New York
+$12.5M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$11.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.93M
5
Ameriprise
Ameriprise
Minnesota
+$6.84M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$130M
2
Bank of America
Bank of America
North Carolina
-$10.5M
3
LPL Financial
LPL Financial
California
-$8.5M
4
Two Sigma Investments
Two Sigma Investments
New York
-$7.26M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$203M +$12.5M +73,136 +7%
Bank of America
2
Bank of America
North Carolina
$157M -$10.5M -61,505 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$110M +$6.84M +40,025 +7%
LPL Financial
4
LPL Financial
California
$105M -$8.5M -49,754 -7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$104M +$7.93M +46,436 +8%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$65.1M +$2.88M +16,842 +5%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$47.4M -$130M -729,465 -73%
UBS Group
8
UBS Group
Switzerland
$47.1M -$4.8M -28,082 -9%
Wells Fargo
9
Wells Fargo
California
$46.9M +$195K +1,139 +0.4%
Ameriprise
10
Ameriprise
Minnesota
$44.9M +$6.84M +40,035 +18%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$38.3M +$4.76M +27,885 +14%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$37.3M +$2.42M +14,147 +7%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$34.8M -$462K -2,705 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$32.5M -$2.63M -15,416 -7%
PCH
15
PGIM Custom Harvest
New Jersey
$30.5M +$3.6M +21,102 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$28.9M +$1.78M +10,412 +7%
Raymond James Financial
17
Raymond James Financial
Florida
$28.3M +$2.51M +14,718 +10%
Osaic Holdings
18
Osaic Holdings
Arizona
$26.7M +$3.07M +17,937 +13%
AIA
19
Allied Investment Advisors
Montana
$23.4M +$993K +5,811 +4%
LJAC
20
L.J. Altfest & Co
New York
$20.6M +$692K +4,050 +3%
Corient Private Wealth
21
Corient Private Wealth
Florida
$20.4M +$793K +4,641 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$18.1M -$1.71M -9,994 -9%
NSLI
23
Nan Shan Life Insurance
Taiwan
$17.7M +$11.1M +64,880 +166%
TIAA Trust, National Association
24
TIAA Trust, National Association
North Carolina
$16.5M +$15.7M +91,900 +2,024%
PIMG
25
Patriot Investment Management Group
Tennessee
$16.2M -$367K -2,149 -2%
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