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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
FRA
76
FFG Retirement Advisors
Colorado
$3.91M -$225K -1,314 -5%
RFM
77
Royal Fund Management
Florida
$3.83M +$298K +1,744 +8%
IWC
78
Integrated Wealth Concepts
Massachusetts
$3.83M +$556K +3,247 +16%
ACA
79
Aspire Capital Advisors
Washington
$3.79M +$3.97M +23,213 New
ASN
80
Advisory Services Network
Georgia
$3.72M +$535K +3,127 +16%
WSFS
81
Wilmington Savings Fund Society
Delaware
$3.36M +$24.8K +145 +0.7%
DFG
82
Delta Financial Group
New Jersey
$3.17M +$126K +737 +4%
MAG
83
MRA Advisory Group
New Jersey
$3.14M +$3.29M +19,205 New
FAIM
84
Financial Advocates Investment Management
Washington
$3.14M -$464K -2,711 -12%
DFA
85
DHK Financial Advisors
New Hampshire
$3.13M +$50K +292 +2%
PCP
86
Proficio Capital Partners
Massachusetts
$3.12M
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$3.08M -$40.4K -236 -1%
SIAP
88
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.93M -$79.6K -465 -3%
SA
89
Shilanski & Associates
Alaska
$2.89M -$20.5K -120 -0.7%
AF
90
Allworth Financial
California
$2.82M +$2.72M +15,877 +1,953%
BRWA
91
B. Riley Wealth Advisors
Florida
$2.81M -$54.3K -317 -2%
FNC
92
First National Corp
Massachusetts
$2.8M -$1.98M -11,591 -40%
CMMS
93
Comprehensive Money Management Services
Florida
$2.71M +$2.84M +16,605 New
GA
94
Guerra Advisors
Florida
$2.71M +$2.84M +16,581 New
ASG
95
Ariston Services Group
California
$2.7M -$31.7K -185 -1%
WANY
96
Wealthspire Advisors (New York)
New York
$2.69M
FTS
97
Fifth Third Securities
Ohio
$2.65M +$1.05M +6,123 +61%
AF
98
Apollon Financial
South Carolina
$2.64M +$2.76M +16,131 New
SFCL
99
Strengthening Families & Communities LLC
Massachusetts
$2.63M +$99.3K +580 +4%
GMA
100
Glassy Mountain Advisors
Maryland
$2.62M +$265K +1,549 +11%