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VPU

Vanguard Utilities ETF

661 hedge funds and large institutions have $2.48B invested in Vanguard Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 254 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,686% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $722K

183% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 29

51% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 168

6% more funds holding

Funds holding: 621661 (+40)

4% more capital invested

Capital invested by funds: $2.39B → $2.48B (+$92.1M)

0.66% more ownership

Funds ownership: 31.21%31.87% (+0.66%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
661
Holders Change
+40
Holders Change %
+6.44%
% of All Funds
8.04%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.1%
New
82
Increased
254
Reduced
168
Closed
29
Calls
$12.9M
Puts
$722K
Net Calls
+$12.2M
Net Calls Change
+$7.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4.35M +$3.64M +18,986 +421%
AI
77
Atria Investments
North Carolina
$4.31M -$646K -3,364 -13%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$4.21M +$293K +1,525 +7%
M&T Bank
79
M&T Bank
New York
$4.14M -$33K -172 -0.8%
IWC
80
Integrated Wealth Concepts
Massachusetts
$4.12M -$19.2K -100 -0.4%
MAG
81
MRA Advisory Group
New Jersey
$4.07M +$50.1K +261 +1%
Mariner
82
Mariner
Kansas
$3.97M +$363K +1,893 +10%
Legacy Financial Group (Iowa)
83
Legacy Financial Group (Iowa)
Iowa
$3.87M +$3.97M +20,687 New
MWM
84
Mittelman Wealth Management
Massachusetts
$3.85M +$981K +5,108 +33%
WSFS
85
Wilmington Savings Fund Society
Delaware
$3.74M -$68.7K -358 -2%
TFA
86
Tranquilli Financial Advisor
New Jersey
$3.66M -$138K -720 -4%
DAS
87
DMKC Advisory Services
Iowa
$3.66M +$370K +1,926 +11%
Pathstone Holdings
88
Pathstone Holdings
New Jersey
$3.53M -$30.9K -161 -0.8%
SIAP
89
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.51M
JWCA
90
J.W. Cole Advisors
Florida
$3.5M -$55.7K -290 -1%
WLIM
91
White Lighthouse Investment Management
Massachusetts
$3.46M -$11.1K -58 -0.3%
SFCL
92
Strengthening Families & Communities LLC
Massachusetts
$3.38M +$259K +1,351 +8%
ASG
93
Ariston Services Group
California
$3.35M -$6.53K -34 -0.2%
CIAS
94
Capital Investment Advisory Services
North Carolina
$3.28M +$131K +682 +4%
RFPS
95
Reality Financial Planning Services
Florida
$3.25M +$3.38M +17,584 New
SPC
96
Sigma Planning Corp
Michigan
$3.2M +$339K +1,766 +7%
ORC
97
O'Rourke & Company
Massachusetts
$3.09M +$727K +3,789 +29%
WANY
98
Wealthspire Advisors (New York)
New York
$3.08M
CMMS
99
Comprehensive Money Management Services
Florida
$3.04M -$25.7K -134 -0.8%
QCM
100
Quantinno Capital Management
New York
$3.04M +$131K +684 +4%