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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
IFO
126
Independent Family Office
New York
$849K
APA
127
American Portfolios Advisors
New York
$842K -$278K -1,943 -24%
FTUS
128
Flow Traders U.S.
New York
$834K +$861K +6,009 New
SF
129
Synovus Financial
Georgia
$816K +$5.02K +35 +0.6%
TP
130
Tranquility Partners
Tennessee
$779K +$1.58K +11 +0.2%
BRWM
131
B. Riley Wealth Management
Tennessee
$775K +$144K +1,006 +22%
CPSC
132
Carl P. Sherr & Co
Massachusetts
$771K -$10.9K -76 -1%
WDC
133
Woodward Diversified Capital
California
$769K +$3.15K +22 +0.4%
APP
134
Avantax Planning Partners
Iowa
$763K +$287 +2 +0%
HW
135
Hancock Whitney
Mississippi
$757K
BRWA
136
B. Riley Wealth Advisors
Florida
$742K +$67.6K +472 +10%
IAS
137
Investment Advisory Services
Texas
$728K +$752K +5,245 New
BSW
138
Buckingham Strategic Wealth
Missouri
$706K +$73.1K +510 +11%
FFC
139
First Financial Corp
Indiana
$703K +$4.44K +31 +0.6%
TF
140
Trek Financial
Arizona
$698K
RFC
141
Regions Financial Corp
Alabama
$697K +$92.3K +644 +15%
HB
142
Homrich & Berg
Georgia
$694K -$35.3K -246 -5%
GRP
143
Global Retirement Partners
California
$684K -$53.9K -376 -7%
VFG
144
V2 Financial group
Illinois
$667K +$1K +7 +0.1%
NWA
145
Navis Wealth Advisors
New York
$659K +$860 +6 +0.1%
BCA
146
Bay Colony Advisors
Massachusetts
$655K -$1.86K -13 -0.3%
WS
147
Wedbush Securities
California
$645K +$666K +4,650 New
RJT
148
Raymond James Trust
Florida
$644K
GWM
149
Gray Wealth Management
Maine
$641K +$1.15K +8 +0.2%
FWM
150
Frontier Wealth Management
Missouri
$639K +$430 +3 +0.1%