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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
RL
101
Retireful LLC
Michigan
$2.55M +$383K +2,240 +17%
SWM
102
Stapp Wealth Management
Washington
$2.53M +$141K +822 +6%
WA
103
WBH Advisory
Maryland
$2.34M -$12.5K -73 -0.5%
SPIA
104
Steward Partners Investment Advisory
New York
$2.34M -$36.6K -214 -1%
CIAS
105
Capital Investment Advisory Services
North Carolina
$2.28M +$45.9K +268 +2%
IFG
106
Independent Financial Group
California
$2.23M -$80.1K -468 -3%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$2.21M -$12.2K -71 -0.5%
RMAM
108
Raab & Moskowitz Asset Management
New Jersey
$2.2M +$143K +836 +7%
DBIA
109
Dumont & Blake Investment Advisors
New Jersey
$2.15M +$1.71K +10 +0.1%
MAS
110
Madden Advisory Services
Florida
$2.13M +$51.5K +301 +2%
JF
111
Joule Financial
Kentucky
$2.08M +$154K +899 +8%
SPC
112
Sigma Planning Corp
Michigan
$2.06M +$471K +2,752 +28%
Citigroup
113
Citigroup
New York
$2.06M +$730K +4,266 +51%
BBL
114
Beck Bode LLC
Massachusetts
$2.05M
AAS
115
Ameritas Advisory Services
Nebraska
$2.04M +$328K +1,916 +18%
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$2.04M -$39.4K -230 -2%
USCWA
117
U.S. Capital Wealth Advisors
Texas
$2.04M -$385K -2,250 -15%
FT
118
Fiduciary Trust
Massachusetts
$1.9M -$178K -1,041 -8%
HI
119
Harbour Investments
Wisconsin
$1.9M -$1.56M -9,139 -44%
FA
120
Flagstar Advisors
New York
$1.9M +$7.53K +44 +0.4%
Mariner
121
Mariner
Kansas
$1.85M +$76.5K +447 +4%
HT
122
Heritage Trust
Oklahoma
$1.85M +$1.94M +11,317 New
CIA
123
Compass Ion Advisors
Pennsylvania
$1.83M +$518K +3,024 +37%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$1.82M +$5.99K +35 +0.3%
HFA
125
Hershey Financial Advisers
Pennsylvania
$1.81M +$1.9M +11,089 New