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Vanguard Utilities ETF

375 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
145
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Shares
Change %
I2I
226
Insight 2811 Inc
Illinois
$280K +$280K +2,020 New
PD
227
Planning Directions
Pennsylvania
$279K +$11K +79 +4%
JIC
228
Joel Isaacson & Co
New York
$278K
PCM
229
Poehling Capital Management
Wisconsin
$271K
DWM
230
Doyle Wealth Management
Florida
$269K -$27.6K -199 -9%
CANC
231
Culbertson A N & Co
Virginia
$267K
EGWAG
232
Elwood & Goetz Wealth Advisory Group
Georgia
$265K +$25.3K +182 +11%
SI
233
Stephens Inc
Arkansas
$264K -$1.8K -13 -0.7%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K +$7.63K +55 +3%
AWA
235
Acorn Wealth Advisors
Michigan
$261K -$28.2K -203 -10%
FRA
236
Front Row Advisors
California
$259K -$3.45K -23 -1%
SIAP
237
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K
OL
238
Optas LLC
Texas
$256K
AWM
239
Aevitas Wealth Management
Massachusetts
$255K +$7.35K +53 +3%
WLIM
240
White Lighthouse Investment Management
Massachusetts
$246K +$4.3K +31 +2%
MOS
241
MGO One Seven
Ohio
$246K +$246K +1,775 New
LWM
242
Loveless Wealth Management
Montana
$244K
GWM
243
Geneos Wealth Management
Colorado
$241K -$1.03M -7,343 -81%
LIM
244
Leavell Investment Management
Alabama
$241K
CBFP
245
Cedar Brook Financial Partners
Ohio
$238K -$121K -869 -34%
SB
246
Strategic Blueprint
Georgia
$238K
OC
247
Oppenheimer & Co
New York
$238K +$34.6K +249 +17%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$238K +$165K +1,176 +225%
HWMA
249
Heritage Wealth Management (Arizona)
Arizona
$236K +$236K +1,700 New
MIM
250
Moseley Investment Management
Florida
$235K