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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
GC
576
Gould Capital
Washington
$4.98K
ATC
577
Adirondack Trust Company
New York
$4.9K
GWP
578
Gen-Wealth Partners
Michigan
$4.74K -$21.6K -126 -81%
CPG
579
Cornerstone Planning Group
New Jersey
$3.4K
TWC
580
TD Waterhouse Canada
Ontario, Canada
$3.27K
GM
581
GeoWealth Management
Illinois
$3.27K
PFT
582
Providence First Trust
Arizona
$3.1K +$3.25K +19 New
PGAM
583
Princeton Global Asset Management
New Jersey
$2.47K
IBOK
584
Independence Bank of Kentucky
Kentucky
$2.45K
RPCA
585
Running Point Capital Advisors
California
$1.96K
MHIP
586
Mountain Hill Investment Partners
New Jersey
$1.96K +$2.05K +12 New
NWMP
587
Noble Wealth Management PBC
Colorado
$1.8K +$1.88K +11 New
WIM
588
Westside Investment Management
California
$1.63K +$1.71K +10 New
TFA
589
Transamerica Financial Advisors
Florida
$1K -$1.2K -7 -88%
SIS
590
Sound Income Strategies
Florida
$817
IF
591
Integrity Financial
Wyoming
$654
DFA
592
DHJJ Financial Advisors
Illinois
$491
WBC
593
West Branch Capital
Massachusetts
$327 +$342 +2 New
HCP
594
Hexagon Capital Partners
Arkansas
$141
LSA
595
L & S Advisors
California
-$6.15M -35,351 Closed
Prudential Financial
596
Prudential Financial
New Jersey
-$3.67M -21,065 Closed
CWG
597
Crown Wealth Group
North Carolina
-$2.76M -15,874 Closed
IOOF
598
Independent Order of Foresters
Ontario, Canada
-$1.81M -10,391 Closed
Macquarie Group
599
Macquarie Group
Australia
-$1.81M -10,391 Closed
MWM
600
Moran Wealth Management
Florida
-$1.65M -9,500 Closed