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VPU

Vanguard Utilities ETF

377 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 93

38% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.87M

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

2% more funds holding

Funds holding: 370377 (+7)

3% more capital invested

Capital invested by funds: $1.18B → $1.21B (+$31M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.93% less ownership

Funds ownership: 26%25.07% (-0.93%)

Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
146
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$1.91M -$116K -808 -6%
CPO
77
Cerity Partners OCIO
New York
$1.85M -$9.6K -67 -0.5%
SA
78
Shilanski & Associates
Alaska
$1.84M +$49.3K +344 +3%
DBIA
79
Dumont & Blake Investment Advisors
New Jersey
$1.78M +$38K +265 +2%
TC
80
Tatro Capital
Kentucky
$1.77M +$23.9K +167 +1%
SPC
81
Sigma Planning Corp
Michigan
$1.7M -$266K -1,854 -13%
AAS
82
Annex Advisory Services
Wisconsin
$1.68M +$35K +244 +2%
CA
83
Calton & Associates
Florida
$1.66M +$44.9K +313 +3%
CRWM
84
Castle Rock Wealth Management
California
$1.64M -$432K -3,016 -21%
AssetMark Inc
85
AssetMark Inc
California
$1.62M -$161K -1,125 -9%
OSNBOA
86
Old Second National Bank of Aurora
Illinois
$1.62M +$42.6K +297 +3%
SFPG
87
Stonebridge Financial Planning Group
Florida
$1.6M -$443K -3,092 -22%
GPA
88
Guidance Point Advisors
Massachusetts
$1.56M +$26.2K +183 +2%
Lido Advisors
89
Lido Advisors
California
$1.55M +$31.4K +219 +2%
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$1.47M +$23.2K +162 +2%
CCMD
91
Cypress Capital Management (Delaware)
Delaware
$1.45M -$28.7K -200 -2%
CC
92
Callan Capital
California
$1.44M +$124K +863 +9%
CIAS
93
Capital Investment Advisory Services
North Carolina
$1.38M +$94.4K +659 +7%
MGI
94
MayTech Global Investments
New York
$1.35M
VCM
95
Virtue Capital Management
Tennessee
$1.35M +$354K +2,468 +34%
GEA
96
Glen Eagle Advisors
New Jersey
$1.34M +$24.6K +172 +2%
ECM
97
Exchange Capital Management
Michigan
$1.33M +$1.72K +12 +0.1%
BCM
98
Brookstone Capital Management
Illinois
$1.29M -$653K -4,555 -33%
TLP
99
Trinity Legacy Partners
Texas
$1.27M -$280K -1,957 -18%
PA
100
PFG Advisors
Arizona
$1.23M -$323K -2,257 -20%