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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
MIM
251
Moseley Investment Management
Florida
$235K
WHG
252
Westwood Holdings Group
Texas
$235K
CWM
253
Cabot Wealth Management
Massachusetts
$232K
PP
254
Patten & Patten
Tennessee
$229K +$7.45K +52 +3%
GT
255
Glenmede Trust
Pennsylvania
$228K
SCI
256
Stableford Capital II
Arizona
$225K
EH
257
Equitable Holdings
New York
$225K +$17.1K +119 +8%
CAG
258
Curtis Advisory Group
California
$222K
MC
259
Moors & Cabot
Massachusetts
$222K
CSPIA
260
Cary Street Partners Investment Advisory
Virginia
$217K +$224K +1,565 New
WIA
261
World Investment Advisors
California
$216K -$1.43K -10 -0.6%
TSS
262
Two Sigma Securities
New York
$214K -$209K -1,461 -49%
BRC
263
BHF RG Capital
Arizona
$213K +$6.74K +47 +3%
OPS
264
Orion Portfolio Solutions
Nebraska
$212K +$9.89K +69 +5%
AF
265
Advisornet Financial
Minnesota
$210K -$34.1K -238 -14%
ACP
266
Aveo Capital Partners
Colorado
$210K +$217K +1,517 New
SAS
267
Stelac Advisory Services
New York
$206K -$28.5K -199 -12%
William Blair & Company
268
William Blair & Company
Illinois
$206K +$13.3K +93 +7%
FI
269
Financial Insights
Washington
$203K +$20.9K +146 New
FHA
270
First Horizon Advisors
Tennessee
$195K +$24.1K +168 +14%
FPB
271
First PREMIER Bank
South Dakota
$179K
RIM
272
Rockbridge Investment Management
New York
$177K -$5.88K -41 -3%
NSIM
273
North Star Investment Management
Illinois
$171K +$1.29K +9 +0.7%
Bessemer Group
274
Bessemer Group
New Jersey
$169K +$175K +1,220 New
BWM
275
BerganKDV Wealth Management
Minnesota
$159K +$2.29K +16 +1%