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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
MAM
351
Meeder Asset Management
Ohio
$13K +$13.9K +97 New
SWM
352
Sugarloaf Wealth Management
Georgia
$12K -$198K -1,384 -94%
EI
353
Ellevest Inc
New York
$12K
TVWM
354
Tower View Wealth Management
Wisconsin
$10K +$143 +1 +1%
AA
355
Addison Advisors
Vermont
$10K +$10.7K +75 New
HF
356
Halpern Financial
Virginia
$9.02K
CI
357
CX Institutional
Indiana
$9K -$7.88K -55 -45%
ME
358
McIlrath & Eck
Washington
$8K
TC
359
Trust Company
Kansas
$8K
GI
360
Gradient Investments
Minnesota
$7K -$5.88K -41 -45%
SCA
361
Stonebridge Capital Advisors
Minnesota
$7K
AF
362
Allworth Financial
California
$7K +$287 +2 +4%
Barclays
363
Barclays
United Kingdom
$7K +$7.31K +51 New
Jones Financial Companies
364
Jones Financial Companies
Missouri
$6K +$6.31K +44 New
GWS
365
Glassman Wealth Services
Virginia
$5K +$143 +1 +3%
ACM
366
Anfield Capital Management
California
$5K +$4.87K +34 New
TPCW
367
TD Private Client Wealth
New York
$3.19K -$12.8K -89 -79%
AIA
368
Armor Investment Advisors
North Carolina
$3K
FF
369
FourThought Financial
Florida
$3K
FFG
370
Ford Financial Group
California
$3K +$3.15K +22 New
RMC
371
Resources Management Corp
Connecticut
$3K +$3.58K +25 New
SWA
372
Sutton Wealth Advisors
Florida
$2.77K
CFN
373
Cordasco Financial Network
Florida
$1K
HFA
374
Hoover Financial Advisors
Pennsylvania
$1K
JWM
375
Janiczek Wealth Management
Colorado
$1K