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
MFG
301
Merit Financial Group
Georgia
$430K +$67.3K +393 +18%
DPW
302
DiNuzzo Private Wealth
Pennsylvania
$430K +$6.85K +40 +2%
PAMG
303
Patton Albertson Miller Group
Tennessee
$429K
PAS
304
Park Avenue Securities
New York
$428K +$449K +2,621 New
QCM
305
Quantinno Capital Management
New York
$427K +$146K +851 +48%
WEG
306
World Equity Group
Illinois
$426K +$223K +1,302 +100%
BFAG
307
Blackston Financial Advisory Group
Florida
$425K -$207K -1,212 -32%
Susquehanna International Group
308
Susquehanna International Group
Pennsylvania
$421K -$477K -2,788 -52%
CAG
309
Csenge Advisory Group
Florida
$419K -$681K -3,977 -61%
MWM
310
Mission Wealth Management
California
$418K -$10.8K -63 -2%
SCA
311
Snowden Capital Advisors
New York
$412K -$9.07K -53 -2%
First Manhattan
312
First Manhattan
New York
$409K
LIM
313
Leavell Investment Management
Alabama
$409K -$324K -1,893 -43%
NIM
314
Northeast Investment Management
Massachusetts
$408K
M
315
MYeCFO
California
$404K +$44.5K +260 +12%
AFG
316
Atomi Financial Group
New York
$403K +$8.9K +52 +2%
CP
317
Clarendon Private
Massachusetts
$403K +$422K +2,463 New
SFG
318
SNS Financial Group
Minnesota
$395K
CWM
319
Chemistry Wealth Management
New York
$395K +$342 +2 +0.1%
WDC
320
Woodward Diversified Capital
California
$394K -$669K -3,907 -62%
HFRG
321
Houlihan Financial Resource Group
Virginia
$394K +$2.05K +12 +0.5%
KA
322
Kovack Advisors
Florida
$394K +$44.8K +262 +12%
WE
323
Wealth Effects
Massachusetts
$393K
Bank of Montreal
324
Bank of Montreal
Ontario, Canada
$380K -$41.9K -245 -10%
AWM
325
AE Wealth Management
Kansas
$378K -$19.5K -114 -5%