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VPU

Vanguard Utilities ETF

670 hedge funds and large institutions have $2.66B invested in Vanguard Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 248 increasing their positions, 194 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 194

7% more capital invested

Capital invested by funds: $2.48B → $2.66B (+$180M)

1% more funds holding

Funds holding: 661670 (+9)

0.72% less ownership

Funds ownership: 31.87%31.15% (-0.72%)

19% less call options, than puts

Call options by funds: $5.83M | Put options by funds: $7.21M

Holders
670
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
8.25%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.16%
New
66
Increased
248
Reduced
194
Closed
46
Calls
$5.83M
Puts
$7.21M
Net Calls
-$1.39M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$7.29M +$1.36M +7,008 +24%
KAS
52
Kestra Advisory Services
Texas
$7.25M +$2.06M +10,578 +41%
ETC
53
Exchange Traded Concepts
Oklahoma
$7.25M -$76.8K -395 -1%
RB
54
Richmond Brothers
Michigan
$7.12M -$150K -770 -2%
KIA
55
KCM Investment Advisors
California
$7.06M -$189K -972 -3%
Creative Planning
56
Creative Planning
Kansas
$6.53M +$488K +2,509 +8%
FIA
57
Foundations Investment Advisors
Arizona
$6.38M +$318K +1,636 +5%
BMCM
58
Bryn Mawr Capital Management
Pennsylvania
$6.31M -$144K -742 -2%
HW
59
Hamilton Wealth
California
$6.3M +$623K +3,206 +11%
FFA
60
Farther Finance Advisors
California
$6.07M +$279K +1,435 +5%
PWIA
61
Porter White Investment Advisors
Alabama
$5.67M -$32.6K -168 -0.6%
BPA
62
Beacon Pointe Advisors
California
$5.59M +$356K +1,833 +7%
NA
63
NewEdge Advisors
Louisiana
$5.42M +$2.49M +12,808 +88%
AF
64
Apollon Financial
South Carolina
$5.37M +$629K +3,235 +14%
BA
65
Bard Associates
Illinois
$5.32M -$7.97K -41 -0.2%
DWM
66
Dakota Wealth Management
Florida
$5.25M -$64.5K -332 -1%
Nomura Asset Management
67
Nomura Asset Management
Japan
$5.15M -$2.12M -10,900 -30%
IWC
68
Integrated Wealth Concepts
Massachusetts
$5.13M +$706K +3,635 +16%
MAWA
69
Moss Adams Wealth Advisors
Washington
$5.07M -$14.8K -76 -0.3%
VWA
70
Visionary Wealth Advisors
Illinois
$4.88M -$10.7K -55 -0.2%
NEPWA
71
New England Private Wealth Advisors
Massachusetts
$4.83M +$30.7K +158 +0.7%
MAG
72
MRA Advisory Group
New Jersey
$4.82M +$448K +2,308 +10%
VWM
73
Venturi Wealth Management
Texas
$4.71M
MWM
74
Mittelman Wealth Management
Massachusetts
$4.63M +$500K +2,572 +12%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$4.56M -$93.7K -482 -2%