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VPU

Vanguard Utilities ETF

593 hedge funds and large institutions have $2.05B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4.35M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

58% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 551593 (+42)

1.43% more ownership

Funds ownership: 30.37%31.8% (+1.4%)

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$22.2M)

Holders
593
Holders Change
+42
Holders Change %
+7.62%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
225
Reduced
142
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$721K +$30.8K +180 +4%
FFC
227
First Financial Corp
Indiana
$717K +$5.82K +34 +0.8%
CIA
228
Choate Investment Advisors
Massachusetts
$716K -$61.1K -357 -8%
MCC
229
Money Concepts Capital
Florida
$707K +$96.7K +565 +15%
CSP
230
Cary Street Partners
Virginia
$704K +$737K +4,307 New
Renaissance Technologies
231
Renaissance Technologies
New York
$703K +$736K +4,300 New
MWM
232
Maltin Wealth Management
New Jersey
$694K +$10.4K +61 +1%
TF
233
Tudor Financial
Ohio
$693K -$112K -653 -13%
FEM
234
Fulcrum Equity Management
Texas
$693K +$725K +4,238 New
RSA
235
River Street Advisors
Illinois
$685K -$17.5K -102 -2%
EFS
236
Essex Financial Services
Connecticut
$676K +$81.3K +475 +13%
VA
237
Valmark Advisers
Ohio
$675K
IWM
238
IHT Wealth Management
Illinois
$672K -$186K -1,089 -21%
IAS
239
Investment Advisory Services
Texas
$671K
OC
240
Oppenheimer & Co
New York
$663K +$48.9K +286 +8%
NWMG
241
National Wealth Management Group
Ohio
$661K -$3.08K -18 -0.4%
IFWM
242
Institute for Wealth Management
Colorado
$657K -$24.3K -142 -3%
CCB
243
Country Club Bank
Missouri
$656K
BCWM
244
Bartlett & Co Wealth Management
Ohio
$655K
FHC
245
First Heartland Consultants
Missouri
$652K +$20.2K +118 +3%
ML
246
McAdam LLC
Pennsylvania
$649K +$3.94K +23 +0.6%
PSFG
247
Park Square Financial Group
Georgia
$646K +$677K +3,956 New
PNC
248
Park National Corp
Ohio
$638K +$1.71K +10 +0.3%
BCI
249
Blue Capital Inc
Nebraska
$637K +$667K +3,896 New
ACM
250
Advisors Capital Management
New Jersey
$626K +$13.5K +79 +2%