We are live on ! Find out more
VPU

Vanguard Utilities ETF

377 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, 146 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 93

38% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.87M

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

2% more funds holding

Funds holding: 370377 (+7)

3% more capital invested

Capital invested by funds: $1.18B → $1.21B (+$31M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.93% less ownership

Funds ownership: 26%25.07% (-0.93%)

Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
146
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
Change in
Stake
GLLW
226
Graves Light Lenhart Wealth
Virginia
$280K +$717 +5 +0.2%
I2I
227
Insight 2811 Inc
Illinois
$280K +$289K +2,020 New
PD
228
Planning Directions
Pennsylvania
$279K +$11.3K +79 +4%
JIC
229
Joel Isaacson & Co
New York
$278K
PCM
230
Poehling Capital Management
Wisconsin
$271K
DWM
231
Doyle Wealth Management
Florida
$269K -$28.5K -199 -9%
CANC
232
Culbertson A N & Co
Virginia
$267K
EGWAG
233
Elwood & Goetz Wealth Advisory Group
Georgia
$265K +$26.1K +182 +11%
SI
234
Stephens Inc
Arkansas
$264K -$1.86K -13 -0.7%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K +$7.88K +55 +3%
AWA
236
Acorn Wealth Advisors
Michigan
$261K -$29.1K -203 -10%
FRA
237
Front Row Advisors
California
$259K -$3.3K -23 -1%
SIAP
238
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K
OL
239
Optas LLC
Texas
$256K
AWM
240
Aevitas Wealth Management
Massachusetts
$255K +$7.6K +53 +3%
WLIM
241
White Lighthouse Investment Management
Massachusetts
$246K +$4.44K +31 +2%
MOS
242
MGO One Seven
Ohio
$246K +$254K +1,775 New
LWM
243
Loveless Wealth Management
Montana
$244K
GWM
244
Geneos Wealth Management
Colorado
$241K -$1.05M -7,343 -81%
LIM
245
Leavell Investment Management
Alabama
$241K
CBFP
246
Cedar Brook Financial Partners
Ohio
$238K -$125K -869 -34%
SB
247
Strategic Blueprint
Georgia
$238K
OC
248
Oppenheimer & Co
New York
$238K +$35.7K +249 +17%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$238K +$169K +1,176 +225%
HWMA
250
Heritage Wealth Management (Arizona)
Arizona
$236K +$244K +1,700 New