We are live on ! Find out more
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
HCM
501
Howard Capital Management
Georgia
$213K
WIC
502
Woodmont Investment Counsel
Tennessee
$212K
CCA
503
Carrera Capital Advisors
Michigan
$211K +$768 +4 +0.4%
MWP
504
Madison Wealth Partners
Wisconsin
$209K +$1.54K +8 +0.7%
EIP
505
Ellis Investment Partners
Pennsylvania
$209K -$4.8K -25 -2%
CIA
506
Cape Investment Advisory
Georgia
$208K +$56.6K +295 +35%
LA
507
Latitude Advisors
Florida
$207K
SFG
508
Sage Financial Group
Pennsylvania
$205K +$213K +1,110 New
IAN
509
Integrated Advisors Network
Texas
$205K +$213K +1,107 New
NSIM
510
North Star Investment Management
Illinois
$205K +$1.73K +9 +0.8%
MWM
511
Modern Wealth Management
Kansas
$201K +$3.46K +18 +2%
WS
512
Wedbush Securities
California
$201K +$192 +1 +0.1%
EW
513
Evoke Wealth
California
$200K
WT
514
Whittier Trust
California
$186K
MWA
515
Medallion Wealth Advisors
Connecticut
$186K
VWA
516
VSM Wealth Advisory
Maryland
$185K
CAL
517
Capital Advisors Ltd
Ohio
$174K
PCFFS
518
Pacific Center for Financial Services
California
$174K
CMP
519
Coston McIsaac & Partners
Maine
$172K -$9.02K -47 -5%
NEWAS
520
N.E.W. Advisory Services
Wisconsin
$172K
BTI
521
Blue Trust Inc
Georgia
$170K +$63.2K +329 +56%
BCM
522
Basso Capital Management
Connecticut
$167K
CT
523
Caldwell Trust
Florida
$165K
FP
524
Financial Perspectives
Minnesota
$153K
CFFP
525
Center for Financial Planning
Michigan
$145K