We are live on ! Find out more
VPU

Vanguard Utilities ETF

621 hedge funds and large institutions have $2.39B invested in Vanguard Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 235 increasing their positions, 179 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

541% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $777K

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 179

6% more capital invested

Capital invested by funds: $2.25B → $2.39B (+$140M)

1% more funds holding

Funds holding: 617621 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1.36% less ownership

Funds ownership: 32.57%31.21% (-1.4%)

Holders
621
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
8.15%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
53
Increased
235
Reduced
179
Closed
37
Calls
$4.98M
Puts
$777K
Net Calls
+$4.2M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$210M -$11.6M -63,591 -5%
Bank of America
2
Bank of America
North Carolina
$191M +$5.86M +32,001 +3%
LPL Financial
3
LPL Financial
California
$158M +$17.9M +97,802 +13%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$125M +$2.34M +12,760 +2%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$121M -$17.9M -97,919 -13%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$98.2M +$1.26M +6,888 +1%
Empower Advisory Group
7
Empower Advisory Group
Colorado
$70.6M -$591K -3,225 -0.9%
Wells Fargo
8
Wells Fargo
California
$65.1M +$11.8M +64,426 +23%
Ameriprise
9
Ameriprise
Minnesota
$56.4M +$2.3M +12,566 +4%
UBS Group
10
UBS Group
Switzerland
$53.6M -$5.69M -31,048 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$43.3M +$8.27M +45,168 +24%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$43.3M -$68.1K -372 -0.2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$37.9M -$392K -2,138 -1%
Raymond James Financial
14
Raymond James Financial
Florida
$37.3M +$2.15M +11,742 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$37.1M -$4.49M -24,490 -11%
PCH
16
PGIM Custom Harvest
New Jersey
$37.1M +$1.01M +5,530 +3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$35.1M +$3.5M +19,095 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$34.2M +$577K +3,148 +2%
NSLI
19
Nan Shan Life Insurance
Taiwan
$28.9M +$8.91M +48,661 +47%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$22.3M +$2.33M +12,724 +12%
Stifel Financial
21
Stifel Financial
Missouri
$19.9M +$1.11M +6,046 +6%
CFD
22
Creative Financial Designs
Indiana
$18.9M +$950K +5,185 +5%
PIMG
23
Patriot Investment Management Group
Tennessee
$17.5M -$255K -1,394 -1%
AIA
24
Allied Investment Advisors
Montana
$16.8M -$9.18M -50,116 -36%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4M +$336K +1,833 +2%

VPU Hedge Fund Activity: Q3 2025 in Review

621 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2025, worth a combined $2.39B — up 6.2% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VPU positions and 37 closed out — a net gain of 16 holders — while 235 added to existing stakes and 179 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.9M. The largest seller was L.J. Altfest & Co, cutting an estimated $19.9M.

  • 621 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2025, up from 617 in Q2 2025.
  • Funds reported $2.39B of Vanguard Utilities ETF stock for Q3 2025, up 6.2% quarter-over-quarter.
  • 53 funds opened new Vanguard Utilities ETF positions in Q3 2025 and 37 closed out, a net change of +16 holders.
  • The largest Vanguard Utilities ETF buyer in Q3 2025 was LPL Financial, an estimated $17.9M added.
  • The largest Vanguard Utilities ETF seller in Q3 2025 was L.J. Altfest & Co, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2025.