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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
LWANC
326
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K
RPCA
327
Running Point Capital Advisors
California
$33K
SWA
328
SOA Wealth Advisors
New York
$33K
RCA
329
Ranch Capital Advisors
Florida
$33K +$287 +2 +0.8%
FCA
330
FinTrust Capital Advisors
South Carolina
$32K
EDRH
331
Edmond de Rothschild Holding
Switzerland
$31K
CHC
332
City Holding Co
West Virginia
$30K
FA
333
Faithward Advisors
Pennsylvania
$29K
DOA
334
D'Orazio & Associates
Virginia
$29K +$430 +3 +1%
LWM
335
Liberty Wealth Management
California
$29K +$573 +4 +2%
PGWM
336
Parisi Gray Wealth Management
New Jersey
$28K +$28.7K +200 New
CIA
337
Cascade Investment Advisors
Oregon
$27.8K
FNBOSM
338
First National Bank of South Miami
Florida
$26K
TWA
339
TCI Wealth Advisors
Arizona
$24K
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$13.9K -97 -39%
IBOK
341
Independence Bank of Kentucky
Kentucky
$20K
FWP
342
FAS Wealth Partners
Kansas
$20K +$143 +1 +0.7%
SBL
343
Sargent Bickham Lagudis
Colorado
$18K +$18.3K +128 New
FFA
344
Freedman Financial Associates
Massachusetts
$17K
EBA
345
Eagle Bay Advisors
New York
$16K +$15.8K +110 New
CA
346
Clearstead Advisors
Ohio
$15K
IFAM
347
Institutional & Family Asset Management
Colorado
$15K +$15K +105 New
AIC
348
Archer Investment Corporation
Indiana
$14.2K
SL
349
Savior LLC
Massachusetts
$14K +$143 +1 +1%
ECM
350
ExodusPoint Capital Management
New York
$14K +$14.3K +100 New