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Vanguard Utilities ETF

596 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $2.04B → $2.07B (+$28.5M)

1.1% less ownership

Funds ownership: 31.64%30.54% (-1.1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
596
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4M
Puts
$683K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DK
51
David Kennon
Florida
$6.86M
SWA
52
Stratos Wealth Advisors
Ohio
$6.75M
I
53
INVST
Indiana
$6.61M
KIA
54
KCM Investment Advisors
California
$6.27M
GFG
55
Goldstone Financial Group
Illinois
$6.22M
GP
56
Greenline Partners
New York
$6.01M
ETC
57
Exchange Traded Concepts
Oklahoma
$5.81M
BMCM
58
Bryn Mawr Capital Management
Pennsylvania
$5.73M
TFA
59
Tranquilli Financial Advisor
New Jersey
$5.58M
ECM
60
Exchange Capital Management
Michigan
$5.31M
AI
61
Atria Investments
North Carolina
$4.99M
PWIA
62
Porter White Investment Advisors
Alabama
$4.91M
Lido Advisors
63
Lido Advisors
California
$4.91M
FIM
64
Freedom Investment Management
Connecticut
$4.88M
M&T Bank
65
M&T Bank
New York
$4.87M
DWM
66
Dakota Wealth Management
Florida
$4.79M
DAS
67
DMKC Advisory Services
Iowa
$4.77M
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.74M
GWM
69
Geneos Wealth Management
Colorado
$4.66M
IA
70
IFG Advisory
Georgia
$4.65M
FIA
71
Foundations Investment Advisors
Arizona
$4.59M
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$4.41M
Creative Planning
73
Creative Planning
Kansas
$4.4M
GB
74
Gunma Bank
Japan
$4.27M
VWA
75
Visionary Wealth Advisors
Illinois
$3.96M