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VPU

Vanguard Utilities ETF

593 hedge funds and large institutions have $2.05B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4.35M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

58% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 551593 (+42)

1.43% more ownership

Funds ownership: 30.37%31.8% (+1.4%)

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$22.2M)

Holders
593
Holders Change
+42
Holders Change %
+7.62%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
225
Reduced
142
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
376
NewEdge Wealth
Pennsylvania
$273K +$286K +1,673 New
CIA
377
Cape Investment Advisory
Georgia
$272K +$26.4K +154 +10%
RWM
378
Rialto Wealth Management
New York
$271K +$284K +1,660 New
WAM
379
WNY Asset Management
New York
$271K -$342 -2 -0.1%
RPCONE
380
Retirement Planning Company of New England
Rhode Island
$271K -$1.88K -11 -0.7%
CFO
381
CVA Family Office
Colorado
$269K -$77.9K -455 -22%
MA
382
Montag & Associates
Georgia
$267K
MWM
383
Modern Wealth Management
Kansas
$266K +$3.77K +22 +1%
MAWA
384
Moss Adams Wealth Advisors
Washington
$265K +$278K +1,622 New
PIA
385
Panoramic Investment Advisors
Colorado
$265K +$3.08K +18 +1%
KPWM
386
KDK Private Wealth Management
Texas
$264K +$277K +1,617 New
KWA
387
Kellett Wealth Advisors
Ohio
$262K -$128K -750 -32%
SW
388
Solidarity Wealth
Utah
$262K
PP
389
PDS Planning
Ohio
$261K +$274K +1,599 New
KWA
390
Kingswood Wealth Advisors
California
$259K +$271K +1,584 New
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$258K -$70.5K -412 -21%
SIS
392
Strategic Investment Solutions
Illinois
$256K +$28.1K +164 +12%
ZRP
393
Zynergy Retirement Planning
New Jersey
$254K
SB
394
Strategic Blueprint
Georgia
$252K +$22.4K +131 +9%
DC
395
Davenport & Co
Virginia
$251K -$3.42K -20 -1%
BlackRock
396
BlackRock
New York
$250K +$262K +1,528 New
JIP
397
Jaffetilchin Investment Partners
Florida
$250K +$342 +2 +0.1%
GT
398
Glenmede Trust
Pennsylvania
$248K
AssetMark Inc
399
AssetMark Inc
California
$247K +$130K +761 +101%
MFS
400
Miller Financial Services
Michigan
$247K +$258K +1,510 New