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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
CAS
351
Coppell Advisory Solutions
Texas
$447K +$35.3K +184 +8%
EWA
352
Elevate Wealth Advisory
Georgia
$444K +$51.3K +267 +13%
HAP
353
Harbor Asset Planning
Massachusetts
$439K +$103K +539 +29%
UBS AM
354
UBS AM
Illinois
$437K +$454K +2,364 New
FPW
355
Flagship Private Wealth
Massachusetts
$437K -$10.2K -53 -2%
BFAG
356
Blackston Financial Advisory Group
Florida
$434K -$3.07K -16 -0.7%
GAM
357
Gotham Asset Management
New York
$434K +$227K +1,185 +102%
UIM
358
Unified Investment Management
Georgia
$433K
CFG
359
Citizens Financial Group
Rhode Island
$430K +$113K +587 +34%
EAM
360
Everstar Asset Management
North Carolina
$426K
BWM
361
BCS Wealth Management
Tennessee
$424K +$220K +1,145 +100%
SMC
362
Smith, Moore & Co
Missouri
$422K +$32.8K +171 +8%
SFS
363
Sharp Financial Services
Pennsylvania
$421K
KWA
364
Kingswood Wealth Advisors
California
$418K +$768 +4 +0.2%
SFG
365
SNS Financial Group
Minnesota
$416K
PSCM
366
Per Stirling Capital Management
Texas
$416K +$31.3K +163 +8%
PA
367
Parallel Advisors
California
$411K +$12.3K +64 +3%
GRP
368
Global Retirement Partners
California
$408K -$1.92K -10 -0.5%
CAG
369
Csenge Advisory Group
Florida
$407K -$734K -3,825 -63%
ZAM
370
Zevin Asset Management
Massachusetts
$405K
FA
371
FSA Advisors
Michigan
$401K +$416K +2,166 New
HFRG
372
Houlihan Financial Resource Group
Virginia
$398K +$110K +575 +37%
CA
373
Continuum Advisory
Idaho
$391K
HA
374
Hegarty Advisors
New York
$390K +$405K +2,112 New
HH
375
Hilltop Holdings
Texas
$387K -$974K -5,076 -71%