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Vanguard Utilities ETF
VPU

Overview Fund Activity

606 hedge funds and large institutions have $2.25B invested in Vanguard Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 227 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+11
Holders Change %
+1.85%
% of All Funds
8.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
60
Increased
227
Reduced
171
Closed
35
Calls
$7.73M
Puts
$1.69M
Net Calls
+$6.04M
Net Calls Change
-$3.68M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$130M
2
LPL Financial
LPL Financial
California
$130M
3
Corient Private Wealth
Corient Private Wealth
Florida
$40.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.6M
5
Bank of America
Bank of America
North Carolina
$172M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.3M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.75M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.3M
5
SC
Swan Capital
Florida
$5.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$207M -$3.19M -18,069 -2%
Bank of America
2
Bank of America
North Carolina
$172M +$9.33M +52,880 +6%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$130M +$83.3M +472,113 +178%
LPL Financial
4
LPL Financial
California
$130M +$20.7M +117,437 +19%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$114M +$6.12M +34,674 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$90.3M -$23.2M -131,520 -20%
Empower Advisory Group
7
Empower Advisory Group
Colorado
$66.4M -$870K -4,927 -1%
UBS Group
8
UBS Group
Switzerland
$55.4M +$6.72M +38,073 +14%
Ameriprise
9
Ameriprise
Minnesota
$50.3M +$3.84M +21,735 +8%
Wells Fargo
10
Wells Fargo
California
$49.3M +$797K +4,515 +2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$40.4M +$810K +4,591 +2%
Corient Private Wealth
12
Corient Private Wealth
Florida
$40.3M +$19.1M +108,479 +91%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$38.9M +$5.33M +30,203 +16%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$35.7M -$195K -1,107 -0.5%
PCH
15
PGIM Custom Harvest
New Jersey
$33.6M +$2.09M +11,850 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$32.7M +$3.46M +19,574 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$31.3M +$1.4M +7,943 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$29.3M -$9.21M -52,172 -24%
AIA
19
Allied Investment Advisors
Montana
$24.5M +$295K +1,671 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$23.6M -$2.22M -13,408 -9%
LJAC
21
L.J. Altfest & Co
New York
$21.8M +$466K +2,640 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$18.5M -$162K -917 -0.9%
NSLI
23
Nan Shan Life Insurance
Taiwan
$18.3M – – –
Stifel Financial
24
Stifel Financial
Missouri
$17.5M +$2.07M +11,724 +13%
CFD
25
Creative Financial Designs
Indiana
$16.7M +$988K +5,595 +6%
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