VPU icon

Vanguard Utilities ETF

652 hedge funds and large institutions have $2.46B invested in Vanguard Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 252 increasing their positions, 168 reducing their positions, and 29 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:

3% more capital invested

Capital invested by funds: $2.39B → $2.46B (+$70.9M)

0.39% more ownership

Funds ownership: 31.16%31.55% (+0.39%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
652
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.9M
Puts
$722K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4.35M
AI
77
Atria Investments
North Carolina
$4.31M
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$4.21M
M&T Bank
79
M&T Bank
New York
$4.14M
IWC
80
Integrated Wealth Concepts
Massachusetts
$4.12M
MAG
81
MRA Advisory Group
New Jersey
$4.07M
Mariner
82
Mariner
Kansas
$3.97M
Legacy Financial Group (Iowa)
83
Legacy Financial Group (Iowa)
Iowa
$3.87M
MWM
84
Mittelman Wealth Management
Massachusetts
$3.85M
WSFS
85
Wilmington Savings Fund Society
Delaware
$3.74M
TFA
86
Tranquilli Financial Advisor
New Jersey
$3.66M
DAS
87
DMKC Advisory Services
Iowa
$3.66M
Pathstone Holdings
88
Pathstone Holdings
New Jersey
$3.53M
SIAP
89
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.51M
JWCA
90
J.W. Cole Advisors
Florida
$3.5M
WLIM
91
White Lighthouse Investment Management
Massachusetts
$3.46M
SFCL
92
Strengthening Families & Communities LLC
Massachusetts
$3.38M
ASG
93
Ariston Services Group
California
$3.35M
CIAS
94
Capital Investment Advisory Services
North Carolina
$3.28M
RFPS
95
Reality Financial Planning Services
Florida
$3.25M
SPC
96
Sigma Planning Corp
Michigan
$3.2M
ORC
97
O'Rourke & Company
Massachusetts
$3.09M
WANY
98
Wealthspire Advisors (New York)
New York
$3.08M
CMMS
99
Comprehensive Money Management Services
Florida
$3.04M
QCM
100
Quantinno Capital Management
New York
$3.04M