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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
WA
126
Waverly Advisors
Alabama
$1.78M +$63.2K +369 +4%
VWA
127
Visionary Wealth Advisors
Illinois
$1.76M +$762K +4,451 +70%
CWM
128
Congress Wealth Management
Massachusetts
$1.74M +$1.35M +7,898 +285%
SG
129
Sharper & Granite
California
$1.72M -$35.6K -208 -2%
ORC
130
O'Rourke & Company
Massachusetts
$1.71M +$528K +3,087 +42%
CI
131
CX Institutional
Indiana
$1.7M +$669K +3,909 +60%
CRWM
132
Castle Rock Wealth Management
California
$1.69M -$131K -765 -7%
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$1.69M -$72.2K -422 -4%
CC
134
Callan Capital
California
$1.65M -$29.3K -171 -2%
AWM
135
Accel Wealth Management
Iowa
$1.64M +$27K +158 +2%
CFGS
136
Concourse Financial Group Securities
Alabama
$1.64M +$9.07K +53 +0.6%
UCFA
137
United Capital Financial Advisors
Texas
$1.63M -$315K -1,841 -16%
GPA
138
Guidance Point Advisors
Massachusetts
$1.58M +$37.7K +220 +2%
BA
139
Bard Associates
Illinois
$1.57M +$47.4K +277 +3%
CAM
140
Cresset Asset Management
Illinois
$1.56M -$899K -5,252 -35%
BPA
141
Beacon Pointe Advisors
California
$1.52M +$55.6K +325 +4%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$1.52M +$273K +1,596 +21%
FFA
143
Farther Finance Advisors
California
$1.51M +$519K +3,034 +49%
GEA
144
Glen Eagle Advisors
New Jersey
$1.5M -$81.8K -478 -5%
GWM
145
Geneos Wealth Management
Colorado
$1.49M +$1.03M +6,002 +192%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$1.49M +$621K +3,626 +66%
PPP
147
Private Portfolio Partners
New Jersey
$1.46M +$42.6K +249 +3%
OSNBOA
148
Old Second National Bank of Aurora
Illinois
$1.46M -$6.67K -39 -0.4%
WSFG
149
Wall Street Financial Group
Illinois
$1.44M +$243K +1,419 +19%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$441K +2,577 +44%