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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
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$385K -$21.1K -110 -5%
SB
377
Simmons Bank
Arkansas
$385K
AWM
378
AE Wealth Management
Kansas
$385K +$12.1K +63 +3%
SFPG
379
Stonebridge Financial Planning Group
Florida
$385K +$35.5K +185 +10%
CJ
380
Caitlin John
Michigan
$384K +$192 +1 +0%
FC
381
Fulcrum Capital
Washington
$379K
AWM
382
Avior Wealth Management
Nebraska
$379K +$38.4K +200 +11%
OCM
383
One Capital Management
California
$379K
MCM
384
MontVue Capital Management
Virginia
$373K
WTA
385
Washington Trust Advisors
Massachusetts
$369K +$1.73K +9 +0.5%
PCA
386
Prosperity Capital Advisors
Ohio
$367K -$132K -688 -26%
YIH
387
Y-Intercept (HK)
Hong Kong
$366K +$380K +1,979 New
HIP
388
HUB Investment Partners
Texas
$364K +$378K +1,968 New
DAS
389
Dynamic Advisor Solutions
Arizona
$361K +$138K +720 +59%
MWM
390
Modera Wealth Management
New Jersey
$360K
AWA
391
Acorn Wealth Advisors
Michigan
$359K -$2.3K -12 -0.6%
ML
392
MLP3 LLC
New Jersey
$359K +$372K +1,940 New
GLLW
393
Graves Light Lenhart Wealth
Virginia
$356K +$960 +5 +0.3%
LFAS
394
Level Four Advisory Services
Texas
$351K +$60.9K +317 +20%
BP
395
Ballentine Partners
Massachusetts
$351K
CA
396
Clearstead Advisors
Ohio
$349K +$384 +2 +0.1%
DWM
397
Diversify Wealth Management
Utah
$346K -$5.18K -27 -1%
AFP
398
Ausdal Financial Partners
Iowa
$346K -$390K -2,033 -52%
MFA
399
McClarren Financial Advisors
Pennsylvania
$346K +$89.5K +466 +32%
SWM
400
Stronghold Wealth Management
Florida
$344K +$357K +1,860 New