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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
NWMG
301
National Wealth Management Group
Ohio
$603K -$23.6K -123 -4%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$597K +$171K +889 +38%
BA
303
BCM Advisors
Louisiana
$594K +$192 +1 +0%
QFW
304
QTR Family Wealth
Florida
$590K -$19.6K -102 -3%
CSIA
305
Conrad Siegel Investment Advisors
Pennsylvania
$586K -$24.6K -128 -4%
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$579K +$248K +1,293 +71%
IAIM
307
International Assets Investment Management
Florida
$575K -$389K -2,026 -39%
NFA
308
Northwest Financial Advisors
Virginia
$574K -$15.6K -81 -3%
IA
309
Integrity Alliance
Iowa
$572K +$43.8K +228 +8%
CSI
310
Cross Staff Investments
New York
$567K
BPWM
311
Badgley Phelps Wealth Managers
Washington
$557K +$578K +3,010 New
PAS
312
Park Avenue Securities
New York
$557K +$31.5K +164 +6%
EAM
313
Evanson Asset Management
California
$552K
TF
314
Trek Financial
Arizona
$548K
ACS
315
Archford Capital Strategies
Illinois
$547K -$416K -2,165 -42%
FPAS
316
Focus Partners Advisor Solutions
Missouri
$546K +$286K +1,492 +102%
CG
317
Caprock Group
Idaho
$546K -$57.4K -299 -9%
FAB
318
First American Bank
Illinois
$546K -$1.6M -8,325 -74%
MWM
319
Mission Wealth Management
California
$542K +$4.99K +26 +0.9%
NG
320
Northstar Group
New York
$531K -$9.6K -50 -2%
MFP
321
Meridian Financial Partners
Virginia
$525K
KA
322
Kovack Advisors
Florida
$518K +$164K +856 +44%
KWM
323
Kingsview Wealth Management
Oregon
$516K +$384 +2 +0.1%
DADC
324
D.A. Davidson & Co
Montana
$514K +$58.9K +307 +12%
HHCP
325
Hilton Head Capital Partners
South Carolina
$513K +$533K +2,775 New