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Vanguard Utilities ETF

595 hedge funds and large institutions have $2.07B invested in Vanguard Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
8.08%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
60
Increased
223
Reduced
175
Closed
40
Calls
$10.4M
Puts
$683K
Net Calls
+$9.72M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Shares
Change %
DK
51
David Kennon
Florida
$6.86M +$156K +911 +2%
SWA
52
Stratos Wealth Advisors
Ohio
$6.75M +$231K +1,350 +4%
I
53
INVST
Indiana
$6.61M -$1.43M -8,384 -18%
KIA
54
KCM Investment Advisors
California
$6.27M +$91.2K +534 +1%
GFG
55
Goldstone Financial Group
Illinois
$6.22M +$947K +5,545 +18%
GP
56
Greenline Partners
New York
$6.01M -$494K -2,893 -8%
ETC
57
Exchange Traded Concepts
Oklahoma
$5.81M -$105K -616 -2%
BMCM
58
Bryn Mawr Capital Management
Pennsylvania
$5.73M -$31.8K -186 -0.6%
TFA
59
Tranquilli Financial Advisor
New Jersey
$5.58M +$42K +246 +0.8%
ECM
60
Exchange Capital Management
Michigan
$5.31M +$463K +2,709 +10%
AI
61
Atria Investments
North Carolina
$4.99M +$143K +836 +3%
PWIA
62
Porter White Investment Advisors
Alabama
$4.91M +$32.1K +188 +0.7%
Lido Advisors
63
Lido Advisors
California
$4.91M -$37.9K -222 -0.8%
FIM
64
Freedom Investment Management
Connecticut
$4.88M -$555K -3,252 -10%
M&T Bank
65
M&T Bank
New York
$4.87M -$19.5K -114 -0.4%
DWM
66
Dakota Wealth Management
Florida
$4.79M -$107K -627 -2%
DAS
67
DMKC Advisory Services
Iowa
$4.77M +$40.3K +236 +0.9%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.74M -$512K -2,995 -10%
GWM
69
Geneos Wealth Management
Colorado
$4.66M +$3.1M +18,157 +199%
IA
70
IFG Advisory
Georgia
$4.65M +$34K +199 +0.7%
FIA
71
Foundations Investment Advisors
Arizona
$4.59M +$81.6K +478 +2%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$4.41M -$740K -4,335 -14%
Creative Planning
73
Creative Planning
Kansas
$4.4M +$31.3K +183 +0.7%
GB
74
Gunma Bank
Japan
$4.27M -$5.4M -31,624 -56%
VWA
75
Visionary Wealth Advisors
Illinois
$3.96M +$2.11M +12,361 +114%