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Vanguard Utilities ETF

596 hedge funds and large institutions have $2.07B invested in Vanguard Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $2.04B → $2.07B (+$28.5M)

1.1% less ownership

Funds ownership: 31.64%30.54% (-1.1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
596
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4M
Puts
$683K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
376
Financial Freedom LLC
Ohio
$288K
LPT
377
Legacy Private Trust
Wisconsin
$288K
EAM
378
Evanson Asset Management
California
$287K
CIA
379
Cape Investment Advisory
Georgia
$286K
RPCONE
380
Retirement Planning Company of New England
Rhode Island
$285K
EGWAG
381
Elwood & Goetz Wealth Advisory Group
Georgia
$284K
MA
382
MONECO Advisors
Connecticut
$283K
RWM
383
Rialto Wealth Management
New York
$282K
CFO
384
CVA Family Office
Colorado
$281K
RWA
385
Roberts Wealth Advisors
California
$279K
MA
386
Montag & Associates
Georgia
$279K
PIA
387
Panoramic Investment Advisors
Colorado
$278K
GT
388
Glenmede Trust
Pennsylvania
$278K
PP
389
PDS Planning
Ohio
$275K
KPWM
390
KDK Private Wealth Management
Texas
$274K
SW
391
Solidarity Wealth
Utah
$274K
OCPWS
392
One Charles Private Wealth Services
Massachusetts
$273K
SFS
393
Sharp Financial Services
Pennsylvania
$273K
PWM
394
Praetorian Wealth Management
California
$272K
MWM
395
Modern Wealth Management
Kansas
$270K
WWM
396
Western Wealth Management
Colorado
$266K
JFGLC
397
Johnson Financial Group LLC (Colorado)
Colorado
$264K
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$262K
DC
399
Davenport & Co
Virginia
$262K
JIP
400
Jaffetilchin Investment Partners
Florida
$261K