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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
CBT
551
Crews Bank & Trust
Florida
$16.3K +$17.1K +100 New
BONH
552
Bank of New Hampshire
New Hampshire
$14.7K -$2.57K -15 -14%
FUBT
553
First United Bank & Trust
Maryland
$14.7K
MEG
554
Millstone Evans Group
Colorado
$14.5K +$15.2K +89 New
JHCP
555
Jackson Hole Capital Partners
Oklahoma
$14.4K
DWM
556
Dogwood Wealth Management
Kansas
$14.1K +$14.7K +86 New
PIS
557
POM Investment Strategies
North Carolina
$13.2K
CAL
558
Capital Analysts LLC
Pennsylvania
$13K
TVWM
559
Tower View Wealth Management
Wisconsin
$12.9K +$171 +1 +1%
GCM
560
Gables Capital Management
Florida
$12.9K
AA
561
Addison Advisors
Vermont
$12.3K
ADL
562
Asset Dedication LLC
California
$11.4K -$895K -5,229 -99%
MMG
563
Monetary Management Group
Missouri
$11.1K
CB
564
Community Bank
New York
$10.6K
TCM
565
TD Capital Management
Tennessee
$9.83K
Deutsche Bank
566
Deutsche Bank
Germany
$9.64K
FWM
567
FSA Wealth Management
Massachusetts
$8.94K +$171 +1 +2%
BTI
568
Blue Trust Inc
Georgia
$8.17K +$8.56K +50 New
MMCM
569
Murphy & Mullick Capital Management
New York
$8.01K +$8.39K +49 New
SAM
570
Synergy Asset Management
Washington
$7.31K +$7.19K +42 New
NMG
571
New Millennium Group
Utah
$7.14K +$171 +1 +2%
KFI
572
Key Financial Inc
Pennsylvania
$6.7K +$685 +4 +11%
AWM
573
AllSquare Wealth Management
New York
$6.54K
BCA
574
Bray Capital Advisors
Florida
$5.72K
IHWM
575
Iron Horse Wealth Management
Iowa
$5.23K