We are live on ! Find out more
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
PFS
251
Prospera Financial Services
Texas
$626K +$207K +1,210 +46%
CSIA
252
Conrad Siegel Investment Advisors
Pennsylvania
$623K -$10.3K -60 -2%
CP
253
Creekside Partners
California
$616K +$1.03K +6 +0.2%
Jane Street
254
Jane Street
New York
$615K +$644K +3,764 New
SFA
255
Sequoia Financial Advisors
Ohio
$615K +$644K +3,763 New
BW
256
Bison Wealth
Georgia
$615K +$685 +4 +0.1%
CKAIS
257
Christensen King & Associates Investment Services
Washington
$611K +$3.94K +23 +0.6%
ISFAN
258
Investor's Fiduciary Advisor Network
Washington
$605K +$634K +3,704 New
CL
259
Choreo LLC
Illinois
$597K +$132K +771 +27%
ACA
260
Atlas Capital Advisors
Wyoming
$597K +$11K +64 +2%
PWG
261
Private Wealth Group
Florida
$587K
BA
262
BCM Advisors
Louisiana
$584K
BCI
263
Brinker Capital Investments
Pennsylvania
$575K -$277K -1,620 -32%
OPS
264
Orion Portfolio Solutions
Nebraska
$575K -$277K -1,620 -32%
IPA
265
Investment Planning Advisors
Georgia
$572K +$62.6K +366 +12%
CJ
266
Caitlin John
Michigan
$568K +$171 +1 +0%
FCFC
267
First Commonwealth Financial Corp
Pennsylvania
$561K
SFG
268
Seamount Financial Group
Colorado
$561K -$4.11K -24 -0.7%
ACM
269
Arlington Capital Management
Illinois
$556K +$43.3K +253 +8%
Bessemer Group
270
Bessemer Group
New Jersey
$547K -$685K -4,000 -54%
PI
271
PFG Investments
New York
$546K +$368K +2,149 +180%
AA
272
Ancora Advisors
Ohio
$528K
TCM
273
Tradewinds Capital Management
Washington
$523K +$548K +3,203 New
CTWM
274
Cherry Tree Wealth Management
Minnesota
$514K
NFA
275
Northwest Financial Advisors
Virginia
$511K