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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
PCG
376
Private Capital Group
Connecticut
$1K
BBHC
377
Brown Brothers Harriman & Co
New York
$3
TF
378
TIAA FSB
Florida
-$1.86M -13,227 Closed
PWS
379
Precision Wealth Strategies
Missouri
-$1.16M -8,271 Closed
APW
380
Aurora Private Wealth
New Jersey
-$999K -7,112 Closed
AFS
381
Axiom Financial Strategies
Indiana
-$994K -7,076 Closed
SFS
382
Sowell Financial Services
Arkansas
-$878K -6,090 Closed
MAFM
383
Mid Atlantic Financial Management
Pennsylvania
-$800K -5,694 Closed
VFA
384
Voya Financial Advisors
Connecticut
-$600K -4,302 Closed
IOOF
385
Independent Order of Foresters
Ontario, Canada
-$518K -3,684 Closed
WANY
386
Wealthspire Advisors (New York)
New York
-$517K -3,677 Closed
EF
387
Empirical Finance
Pennsylvania
-$449K -3,275 Closed
MHS
388
M Holdings Securities
Oregon
-$296K -2,108 Closed
SCM
389
Southport Capital Management
Tennessee
-$280K -1,994 Closed
YIH
390
Y-Intercept (HK)
Hong Kong
-$272K -1,951 Closed
DI
391
DAGCO Inc
Ohio
-$208K -1,480 Closed
Kovitz Investment Group Partners
392
Kovitz Investment Group Partners
Illinois
-$202K -1,438 Closed
ACP
393
Ashfield Capital Partners
California
-$201K -1,430 Closed
ETC
394
Exchange Traded Concepts
Oklahoma
-$174K -1,235 Closed
WAP
395
Wealthcare Advisory Partners
Pennsylvania
-$168K -1,193 Closed
GC
396
Grace Capital
Massachusetts
-$124K -882 Closed
PCIA
397
Prime Capital Investment Advisors
Kansas
-$107K -761 Closed
RWB
398
RMR Wealth Builders
New Jersey
-$89K -631 Closed
ACM
399
Allred Capital Management
Texas
-$41.2K -294 Closed
GAM
400
Grandview Asset Management
Pennsylvania
-$29K -204 Closed