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VPU

Vanguard Utilities ETF

593 hedge funds and large institutions have $2.05B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4.35M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

58% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 551593 (+42)

1.43% more ownership

Funds ownership: 30.37%31.8% (+1.4%)

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$22.2M)

Holders
593
Holders Change
+42
Holders Change %
+7.62%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
225
Reduced
142
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
526
Golden State Wealth Management
California
$27.8K +$29.1K +170 New
ATS
527
Ashton Thomas Securities
New York
$27.3K
Q1WB
528
Quest 10 Wealth Builders
Virginia
$26.6K +$27.9K +163 New
TPCW
529
TD Private Client Wealth
New York
$26.5K -$856 -5 -3%
ACA
530
Aptus Capital Advisors
Alabama
$26.5K +$6.16K +36 +29%
GWANC
531
Guardian Wealth Advisors (North Carolina)
North Carolina
$24K +$6.16K +36 +32%
BIG
532
Brooklyn Investment Group
New York
$22.9K +$24.1K +141 New
LFG
533
Larson Financial Group
Missouri
$22.7K +$23.8K +139 New
Russell Investments Group
534
Russell Investments Group
United Kingdom
$22.4K +$23.4K +137 New
MDA
535
Minot DeBlois Advisors
Massachusetts
$22.2K +$23.3K +136 New
PIP
536
Peachtree Investment Partners
Florida
$21.2K -$82.1K -480 -79%
BCMLT
537
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.2K +$171 +1 +0.8%
National Bank of Canada
538
National Bank of Canada
Quebec, Canada
$20.8K
AIP
539
Ameritas Investment Partners
Nebraska
$20.4K
TAM
540
Tucker Asset Management
Colorado
$20.1K +$21.1K +123 New
NFSG
541
Newbridge Financial Services Group
Florida
$19.5K
MCM
542
Mainstream Capital Management
California
$19K +$19.9K +116 New
AAG
543
Armstrong Advisory Group
Massachusetts
$18.3K -$5.48K -32 -22%
OLVIG
544
Oliver Lagore Vanvalin Investment Group
Michigan
$18.2K +$1.71K +10 +10%
HDIM
545
Hanson & Doremus Investment Management
Vermont
$18K
HT
546
Headlands Technologies
Illinois
$18K -$170K -994 -90%
CAM
547
Clarity Asset Management
Iowa
$17.5K +$171 +1 +0.9%
NP
548
NorthRock Partners
Minnesota
$17.5K +$856 +5 +5%
CT
549
Clearstead Trust
Maine
$17.3K
BL
550
BFSG LLC
California
$16.3K