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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
SWA
51
Stratos Wealth Advisors
Ohio
$6.24M +$2.27M +13,236 +53%
GP
52
Greenline Partners
New York
$6.22M +$130K +761 +2%
KIA
53
KCM Investment Advisors
California
$5.91M +$70.5K +412 +1%
ETC
54
Exchange Traded Concepts
Oklahoma
$5.65M +$998K +5,832 +20%
William Blair & Company
55
William Blair & Company
Illinois
$5.56M +$1.69M +9,893 +41%
BMCM
56
Bryn Mawr Capital Management
Pennsylvania
$5.51M -$101K -592 -2%
TFA
57
Tranquilli Financial Advisor
New Jersey
$5.3M -$13.7K -80 -0.2%
FIM
58
Freedom Investment Management
Connecticut
$5.2M +$698K +4,078 +15%
KAS
59
Kestra Advisory Services
Texas
$5.12M +$721K +4,212 +16%
GFG
60
Goldstone Financial Group
Illinois
$5.05M +$515K +3,012 +11%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$5.03M -$7.95M -46,473 -60%
SWP
62
Stratos Wealth Partners
Ohio
$4.94M +$533K +3,117 +11%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$4.93M +$139K +811 +3%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$4.84M +$5.07M +29,633 New
Lido Advisors
65
Lido Advisors
California
$4.73M +$211K +1,232 +4%
DWM
66
Dakota Wealth Management
Florida
$4.69M -$118K -692 -2%
M&T Bank
67
M&T Bank
New York
$4.68M -$39K -228 -0.8%
PWIA
68
Porter White Investment Advisors
Alabama
$4.67M -$83.5K -488 -2%
AI
69
Atria Investments
North Carolina
$4.64M -$77.7K -454 -2%
ECM
70
Exchange Capital Management
Michigan
$4.63M +$273K +1,597 +6%
DAS
71
DMKC Advisory Services
Iowa
$4.53M +$4.74M +27,719 New
IA
72
IFG Advisory
Georgia
$4.42M +$31.1K +182 +0.7%
FIA
73
Foundations Investment Advisors
Arizona
$4.32M +$173K +1,009 +4%
HighTower Advisors
74
HighTower Advisors
Illinois
$4.31M -$272K -1,588 -6%
Creative Planning
75
Creative Planning
Kansas
$4.18M +$197K +1,152 +5%