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VPU

Vanguard Utilities ETF

661 hedge funds and large institutions have $2.48B invested in Vanguard Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 254 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,686% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $722K

183% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 29

51% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 168

6% more funds holding

Funds holding: 621661 (+40)

4% more capital invested

Capital invested by funds: $2.39B → $2.48B (+$92.1M)

0.66% more ownership

Funds ownership: 31.21%31.87% (+0.66%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
661
Holders Change
+40
Holders Change %
+6.44%
% of All Funds
8.04%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.1%
New
82
Increased
254
Reduced
168
Closed
29
Calls
$12.9M
Puts
$722K
Net Calls
+$12.2M
Net Calls Change
+$7.97M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Choate Investment Advisors
Massachusetts
$811K
PCIA
252
Prime Capital Investment Advisors
Kansas
$810K -$25K -130 -3%
IFWM
253
Institute for Wealth Management
Colorado
$801K +$41.9K +218 +5%
CP
254
Cornerstone Planning
North Carolina
$801K +$830K +4,325 New
SWMG
255
Stillwater Wealth Management Group
Florida
$800K +$831K +4,326 New
CL
256
Choreo LLC
Illinois
$800K +$36.7K +191 +5%
CWA
257
Crusonia Wealth Advisors
Colorado
$795K +$825K +4,296 New
AWA
258
Arkadios Wealth Advisors
Georgia
$791K +$549K +2,858 +202%
IFA
259
Interactive Financial Advisors
Illinois
$789K -$40.3K -210 -5%
US Bancorp
260
US Bancorp
Minnesota
$781K +$297K +1,546 +58%
EWA
261
EP Wealth Advisors
California
$780K +$810K +4,217 New
IWM
262
IHT Wealth Management
Illinois
$777K -$22.1K -115 -3%
RSA
263
River Street Advisors
Illinois
$773K -$19K -99 -2%
MWM
264
Meridian Wealth Management
Kentucky
$768K +$11.5K +60 +1%
ML
265
McAdam LLC
Pennsylvania
$760K +$102K +531 +15%
IAS
266
Investment Advisory Services
Texas
$760K
CIA
267
Concurrent Investment Advisors
Florida
$759K -$17.5K -91 -2%
TRCT
268
Tower Research Capital (TRC)
New York
$746K -$450K -2,343 -37%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$741K
MTC
270
Matrix Trust Company
Colorado
$741K -$139K -724 -15%
FHC
271
First Heartland Consultants
Missouri
$739K -$105K -546 -12%
MCC
272
Money Concepts Capital
Florida
$737K -$10.8K -56 -1%
SFG
273
Seamount Financial Group
Colorado
$726K -$29.6K -154 -4%
CCM
274
Coldstream Capital Management
Washington
$725K
BAM
275
BOS Asset Management
Illinois
$723K -$599K -3,120 -44%