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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
BF
176
Bonfire Financial
Colorado
$1.03M +$1.08M +6,302 New
NFTC
177
North Forty Two & Co
Oregon
$1.03M +$1.07M +6,275 New
BFG
178
Bleakley Financial Group
New Jersey
$998K -$168K -983 -14%
PSB
179
Piscataqua Savings Bank
New Hampshire
$995K -$14.2K -83 -1%
SWA
180
Sax Wealth Advisors
New Jersey
$995K +$9.24K +54 +0.9%
IFO
181
Independent Family Office
New York
$972K -$28.4K -166 -3%
OC
182
Optima Capital
Oregon
$968K +$1.01M +5,923 New
CP
183
Cornerstone Planning
North Carolina
$960K +$1.01M +5,873 New
Wealthfront Advisers
184
Wealthfront Advisers
California
$957K +$166K +971 +20%
FG
185
Foster Group
Iowa
$954K +$19.2K +112 +2%
NPFS
186
Novak & Powell Financial Services
Florida
$946K
IAIM
187
International Assets Investment Management
Florida
$928K +$965K +5,641 New
AIM
188
Anchor Investment Management
South Carolina
$925K +$24K +140 +3%
AFG
189
Altiora Financial Group
Ohio
$923K
TP
190
Tranquility Partners
Tennessee
$916K -$136K -797 -12%
FB
191
First Bancorp
Maine
$908K
EH
192
Equitable Holdings
New York
$898K +$53.6K +313 +6%
CSB
193
City State Bank
Iowa
$895K +$17.1K +100 +2%
FWA
194
Flagship Wealth Advisors
Massachusetts
$895K +$937K +5,475 New
SWM
195
Spire Wealth Management
Virginia
$891K +$513 +3 +0.1%
SS
196
SBI Securities
Japan
$887K +$928K +5,425 New
SWM
197
Silverlake Wealth Management
Vermont
$883K +$190K +1,113 +26%
Comerica Bank
198
Comerica Bank
Texas
$874K -$2.74K -16 -0.3%
WCM
199
Winebrenner Capital Management
Kentucky
$861K +$902K +5,268 New
MA
200
Mutual Advisors
Nebraska
$857K -$42.8K -250 -5%