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Vanguard Utilities ETF

589 hedge funds and large institutions have $2.04B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 225 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+40
Holders Change %
+7.29%
% of All Funds
7.84%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
96
Increased
225
Reduced
140
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
401
RWA Wealth Partners
Massachusetts
$245K
OCPWS
402
One Charles Private Wealth Services
Massachusetts
$244K +$8.66K +53 +4%
NEPWA
403
New England Private Wealth Advisors
Massachusetts
$243K +$3.45K +21 +1%
ACI
404
Alpha Cubed Investments
California
$243K -$20.4K -125 -8%
WPWM
405
Western Pacific Wealth Management
Illinois
$243K
FBB
406
Fulton Breakefield Broenniman
Maryland
$241K +$241K +1,473 New
WWM
407
Western Wealth Management
Colorado
$238K -$7.35K -45 -3%
CW
408
CreativeOne Wealth
Kansas
$234K +$14.9K +91 +7%
RWM
409
RBA Wealth Management
California
$232K +$26.8K +164 +13%
FPB
410
First PREMIER Bank
South Dakota
$230K -$5.24K -32 -2%
EWM
411
Executive Wealth Management
Michigan
$230K -$151K -926 -40%
CAG
412
Curtis Advisory Group
California
$229K
AWM
413
Apollon Wealth Management
South Carolina
$228K +$228K +1,393 New
GVAG
414
Great Valley Advisor Group
Delaware
$227K -$23.9K -146 -10%
Betterment LLC
415
Betterment LLC
New York
$227K +$227K +1,390 New
CIA
416
Concurrent Investment Advisors
Florida
$227K -$10.3K -63 -4%
MOS
417
MGO One Seven
Ohio
$227K -$981 -6 -0.4%
TIM
418
Tortoise Investment Management
New York
$224K +$11.4K +70 +5%
CAS
419
Coppell Advisory Solutions
Texas
$222K +$17.2K +105 +8%
GIA
420
Gladstone Institutional Advisory
Florida
$221K
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$219K
MPCL
422
My Personal CFO LLC
Washington
$217K
HFS
423
Heritage Financial Services
Massachusetts
$216K +$216K +1,324 New
AWM
424
Axxcess Wealth Management
California
$215K +$12.1K +74 +6%
ORG
425
Optimist Retirement Group
Washington
$214K +$1.8K +11 +0.8%