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Vanguard Utilities ETF

495 hedge funds and large institutions have $1.45B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 184 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+17
Holders Change %
+3.56%
% of All Funds
7.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
143
Reduced
184
Closed
58
Calls
$7.23M
Puts
$3.15M
Net Calls
+$4.07M
Net Calls Change
+$1.77M
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$657K -$1.21M -8,800 -65%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$657K -$62.1K -453 -9%
NWA
203
Navis Wealth Advisors
New York
$651K
MSFS
204
Main Street Financial Solutions
Pennsylvania
$647K -$26.7K -195 -4%
EWA
205
EP Wealth Advisors
California
$644K -$193K -1,406 -23%
NA
206
NewEdge Advisors
Louisiana
$641K +$31.7K +238 +5%
IFA
207
Interactive Financial Advisors
Illinois
$638K +$29.3K +214 +5%
BW
208
Bison Wealth
Georgia
$629K +$51.8K +378 +9%
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$623K -$54.6K -398 -8%
SFPG
210
Stonebridge Financial Planning Group
Florida
$617K -$795K -5,801 -56%
LIM
211
Leavell Investment Management
Alabama
$604K -$15.5K -113 -2%
CFO
212
CVA Family Office
Colorado
$588K -$3.7K -27 -0.6%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$583K +$425K +3,098 +268%
EFS
214
Essex Financial Services
Connecticut
$567K +$65.1K +475 +13%
CKAIS
215
Christensen King & Associates Investment Services
Washington
$563K +$563K +4,108 New
IAS
216
Investment Advisory Services
Texas
$563K -$20.1K -147 -3%
HW
217
Hancock Whitney
Mississippi
$557K
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
$553K +$553K +4,031 New
MPCL
219
My Personal CFO LLC
Washington
$552K +$55.7K +406 +11%
CCB
220
Country Club Bank
Missouri
$550K
CSIA
221
Conrad Siegel Investment Advisors
Pennsylvania
$549K +$9.46K +69 +2%
EAM
222
Evanson Asset Management
California
$543K
BC
223
Bartlett & Co
Ohio
$536K
BCWM
224
Bartlett & Co Wealth Management
Ohio
$536K
RSA
225
River Street Advisors
Illinois
$531K +$33.6K +245 +7%