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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
PCIA
151
Prime Capital Investment Advisors
Kansas
$1.38M -$177K -1,037 -11%
CTC
152
Central Trust Company
Missouri
$1.37M -$60.2K -352 -4%
P
153
&Partners
Tennessee
$1.36M +$398K +2,328 +40%
GWM
154
Gray Wealth Management
Maine
$1.35M +$170K +995 +14%
CA
155
CoreCap Advisors
Michigan
$1.35M +$131K +765 +10%
GJIA
156
Glass Jacobson Investment Advisors
Maryland
$1.34M +$6.67K +39 +0.5%
BCM
157
Brookstone Capital Management
Illinois
$1.33M +$176K +1,028 +14%
SFG
158
Sovereign Financial Group
Connecticut
$1.32M -$3.94K -23 -0.3%
CPRC
159
Consolidated Portfolio Review Corp
New York
$1.28M +$46.9K +274 +4%
B
160
Bailard
California
$1.27M -$16.3K -95 -1%
BAM
161
BOS Asset Management
Illinois
$1.26M
CPSC
162
Carl P. Sherr & Co
Massachusetts
$1.26M +$42.8K +250 +3%
KIG
163
Kennedy Investment Group
New Jersey
$1.25M +$32.9K +192 +3%
TLP
164
Trinity Legacy Partners
Texas
$1.23M -$92.8K -542 -7%
SF
165
Summit Financial
New Jersey
$1.22M +$46.2K +270 +4%
SGCA
166
Steel Grove Capital Advisors
Tennessee
$1.22M +$339K +1,980 +36%
SI
167
Saxon Interests
Texas
$1.21M +$15.7K +92 +1%
COCM
168
Charter Oak Capital Management
New Hampshire
$1.2M -$12.7K -74 -1%
FAB
169
First American Bank
Illinois
$1.19M +$71.9K +420 +6%
FGWP
170
Founders Grove Wealth Partners
Virginia
$1.19M +$1.24M +7,256 New
CF
171
Centaurus Financial
California
$1.18M +$156K +911 +14%
SCA
172
Sulzberger Capital Advisors
Florida
$1.17M +$1.23M +7,188 New
JIC
173
Johnson Investment Counsel
Ohio
$1.15M +$4.96K +29 +0.4%
BIA
174
Bigelow Investment Advisors
Maine
$1.13M +$129K +752 +12%
BEAM
175
Baker Ellis Asset Management
Washington
$1.11M -$34.2K -200 -3%