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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
SEIA
276
Signature Estate & Investment Advisors
California
$509K +$44.3K +259 +9%
MFP
277
Meridian Financial Partners
Virginia
$505K +$68.6K +401 +15%
CSI
278
Cross Staff Investments
New York
$494K +$4.62K +27 +0.9%
NG
279
Northstar Group
New York
$494K
RPGK
280
Retirement Planning Group (Kansas)
Kansas
$492K +$2.57K +15 +0.5%
DWM
281
Diversify Wealth Management
Utah
$491K -$94.6K -553 -16%
IHL
282
Investment House LLC
California
$490K
MWM
283
Meridian Wealth Management
Kentucky
$489K +$15.7K +92 +3%
IAA
284
Independent Advisor Alliance
North Carolina
$488K +$511K +2,983 New
TF
285
Trek Financial
Arizona
$484K
MCM
286
MAI Capital Management
Ohio
$480K +$83.9K +490 +20%
TFP
287
Tilia Fiduciary Partners
North Carolina
$465K +$14.4K +84 +3%
BCCM
288
Bridge Creek Capital Management
Massachusetts
$453K +$105K +611 +28%
US Bancorp
289
US Bancorp
Minnesota
$452K +$2.91K +17 +0.6%
TFS
290
Thoroughbred Financial Services
Tennessee
$449K +$4.28K +25 +0.9%
DADC
291
D.A. Davidson & Co
Montana
$448K -$139K -810 -23%
VHAM
292
Van Hulzen Asset Management
California
$447K +$3.77K +22 +0.8%
RBFC
293
Roman Butler Fullerton & Co
Missouri
$446K
EAM
294
Everstar Asset Management
North Carolina
$441K -$99.3K -580 -18%
FPW
295
Flagship Private Wealth
Massachusetts
$439K
UIM
296
Unified Investment Management
Georgia
$437K +$458K +2,675 New
AGP
297
Autumn Glory Partners
Texas
$437K -$5.65K -33 -1%
YIH
298
Y-Intercept (HK)
Hong Kong
$433K +$454K +2,652 New
PTC
299
Private Trust Company
Ohio
$432K
PA
300
Parallel Advisors
California
$431K -$60.8K -355 -12%