We are live on ! Find out more
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
CPFP
301
Clear Perspectives Financial Planning
Ohio
$83K +$21.5K +150 +33%
BW
302
Bison Wealth
Georgia
$80K -$2.87K -20 -3%
JGIA
303
Jackson Grant Investment Advisers
Connecticut
$74K +$573 +4 +0.8%
BWA
304
BDO Wealth Advisors
Florida
$69K -$7.17K -50 -9%
VNA
305
Valley National Advisers
Pennsylvania
$69K
JFA
306
JNBA Financial Advisors
Minnesota
$64K -$5.16K -36 -7%
JHCP
307
Jackson Hole Capital Partners
Oklahoma
$62K +$717 +5 +1%
NFSG
308
Newbridge Financial Services Group
Florida
$58K +$287 +2 +0.5%
JCM
309
Jacobi Capital Management
Pennsylvania
$58K +$430 +3 +0.7%
PA
310
Perennial Advisors
New York
$57K
LCM
311
Logan Capital Management
Pennsylvania
$56K
SSB
312
Sandy Spring Bank
Maryland
$56K +$573 +4 +1%
HR
313
Howe & Rusling
New York
$56K +$57.3K +400 New
PMFA
314
Plante Moran Financial Advisors
Michigan
$56K +$57.3K +400 New
CFFP
315
Center for Financial Planning
Michigan
$52K
GP
316
Greenline Partners
New York
$51K +$47.4K +331 +895%
IA
317
IFP Advisors
Florida
$48K -$717 -5 -1%
AAP
318
Arax Advisory Partners
Colorado
$47K +$48.7K +340 New
WP
319
WealthShield Partners
North Carolina
$46K +$17.3K +121 +44%
RDWM
320
Red Door Wealth Management
Tennessee
$46K +$47.6K +332 New
ST
321
Smithfield Trust
Pennsylvania
$45K
GWSG
322
GPS Wealth Strategies Group
Colorado
$42K
KTC
323
Kistler-Tiffany Companies
Pennsylvania
$41K
AIP
324
Ameritas Investment Partners
Nebraska
$40K -$8.6K -60 -17%
WQ
325
Wealth Quarterback
New Jersey
$36K +$36.7K +256 New