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Vanguard Utilities ETF

662 hedge funds and large institutions have $2.49B invested in Vanguard Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 254 increasing their positions, 169 reducing their positions, and 29 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:

4% more capital invested

Capital invested by funds: $2.39B → $2.49B (+$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
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.9M
Puts
$722K
Net Calls
Net Calls Change

Top Buyers

1 +$39.2M
2 +$22.2M
3 +$15.3M
4
UBS Group
UBS Group
Switzerland
+$11.8M
5
LPL Financial
LPL Financial
California
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
526
Center for Financial Planning
Michigan
$145K
MCM
527
MidAtlantic Capital Management
Virginia
$144K
HC
528
Hurley Capital
New York
$141K
PIM
529
Progressive Investment Management
Oregon
$130K
JWA
530
JFS Wealth Advisors
Pennsylvania
$130K
SAG
531
SageView Advisory Group
California
$118K
TCM
532
Triumph Capital Management
Colorado
$114K
NWM
533
Nova Wealth Management
Florida
$105K
OC
534
Optima Capital
Oregon
$103K
BWAM
535
Boyd Watterson Asset Management
Ohio
$102K
SWP
536
Strategic Wealth Partners
Ohio
$98.3K
BAM
537
Bellevue Asset Management
Washington
$97.9K
RF
538
Robbins Farley
New Hampshire
$97.3K
FC
539
Financial Consulate
Maryland
$96.1K
KFP
540
Kerr Financial Planning
California
$93.9K
S
541
SignatureFD
Georgia
$93.7K
VNA
542
Valley National Advisers
Pennsylvania
$92K
AWM
543
Angeles Wealth Management
California
$90.3K
SIS
544
Sound Income Strategies
Florida
$89.7K
EWA
545
EverSource Wealth Advisors
Alabama
$87.9K
DJSG
546
D.J. St. Germain
Massachusetts
$85.1K
Russell Investments Group
547
Russell Investments Group
United Kingdom
$83.8K
CFO
548
Colony Family Offices
North Carolina
$81.4K
MFP
549
Meramec Financial Planners
Missouri
$80K
DFA
550
DHJJ Financial Advisors
Illinois
$79.9K