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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
CAMG
401
CWA Asset Management Group
Florida
$256K
MFS
402
Miller Financial Services
Michigan
$256K
NEPWA
403
New England Private Wealth Advisors
Massachusetts
$255K
KWA
404
Kingswood Wealth Advisors
California
$254K
OC
405
Oppenheimer & Co
New York
$253K
WPWM
406
Western Pacific Wealth Management
Illinois
$253K
KWA
407
Kellett Wealth Advisors
Ohio
$253K
FBB
408
Fulton Breakefield Broenniman
Maryland
$252K
MCCP
409
Mission Creek Capital Partners
California
$251K
AT
410
Avalon Trust
New Mexico
$249K
SMC
411
Smith, Moore & Co
Missouri
$249K
SWM
412
SeaCrest Wealth Management
New York
$241K
CAG
413
Curtis Advisory Group
California
$239K
GVAG
414
Great Valley Advisor Group
Delaware
$239K
ZRP
415
Zynergy Retirement Planning
New Jersey
$238K
KWM
416
Kingsview Wealth Management
Oregon
$238K
SB
417
Strategic Blueprint
Georgia
$237K
RWM
418
RBA Wealth Management
California
$236K
TIM
419
Tortoise Investment Management
New York
$235K
GIA
420
Gladstone Institutional Advisory
Florida
$234K
CW
421
CreativeOne Wealth
Kansas
$234K
DAS
422
Dynamic Advisor Solutions
Arizona
$230K
JFG
423
JMG Financial Group
Illinois
$229K
HR
424
Howe & Rusling
New York
$229K
CRI
425
Colonial River Investments
Virginia
$227K