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VPU

Vanguard Utilities ETF

670 hedge funds and large institutions have $2.66B invested in Vanguard Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 248 increasing their positions, 194 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 194

7% more capital invested

Capital invested by funds: $2.48B → $2.66B (+$180M)

1% more funds holding

Funds holding: 661670 (+9)

0.72% less ownership

Funds ownership: 31.87%31.15% (-0.72%)

19% less call options, than puts

Call options by funds: $5.83M | Put options by funds: $7.21M

Holders
670
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
8.25%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.16%
New
66
Increased
248
Reduced
194
Closed
46
Calls
$5.83M
Puts
$7.21M
Net Calls
-$1.39M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$240M +$13M +66,848 +6%
Bank of America
2
Bank of America
North Carolina
$207M +$7.47M +38,435 +4%
LPL Financial
3
LPL Financial
California
$177M +$179K +923 +0.1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$141M +$6.61M +34,009 +5%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$104M -$7.96M -40,942 -7%
Wells Fargo
6
Wells Fargo
California
$103M +$23.6M +121,523 +30%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$95.7M +$4.47M +22,983 +5%
Empower Advisory Group
8
Empower Advisory Group
Colorado
$75.8M -$5.68M -29,222 -7%
UBS Group
9
UBS Group
Switzerland
$71.6M +$3.31M +17,018 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$62.8M +$16.7M +86,084 +37%
Ameriprise
11
Ameriprise
Minnesota
$62.1M -$5.36M -27,593 -8%
Raymond James Financial
12
Raymond James Financial
Florida
$55.3M +$11.6M +59,507 +27%
PCH
13
PGIM Custom Harvest
New Jersey
$42.3M +$326K +1,680 +0.8%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$40.9M +$621K +3,198 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$37.3M +$511K +2,631 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$36.2M -$5.7M -29,341 -14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$36.1M -$421K -2,165 -1%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$31.8M -$12.9M -66,513 -29%
AAS
19
Ameritas Advisory Services
Nebraska
$22.7M -$1.44M -7,420 -6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$22.1M -$1.62M -8,320 -7%
CFD
21
Creative Financial Designs
Indiana
$21.2M +$597K +3,073 +3%
NSLI
22
Nan Shan Life Insurance
Taiwan
$21M +$20.6M +105,964 New
Stifel Financial
23
Stifel Financial
Missouri
$20.2M -$727K -3,742 -4%
Corient Private Wealth
24
Corient Private Wealth
Florida
$20.1M -$23.8M -122,517 -55%
MML Investors Services
25
MML Investors Services
Massachusetts
$19.5M -$936K -4,815 -5%