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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
BA
201
Bluesphere Advisors
Pennsylvania
$852K -$219K -1,279 -20%
ACS
202
Archford Capital Strategies
Illinois
$850K -$120K -700 -12%
Citadel Advisors
203
Citadel Advisors
Florida
$849K -$124K -726 -12%
QC
204
Quadrature Capital
United Kingdom
$837K +$876K +5,118 New
MECA
205
Miller Equity Capital Advisors
Texas
$834K
JWCA
206
J.W. Cole Advisors
Florida
$833K +$3.42K +20 +0.4%
MTC
207
Matrix Trust Company
Colorado
$829K +$44.7K +261 +5%
MSFS
208
Main Street Financial Solutions
Pennsylvania
$829K +$82K +479 +10%
NWA
209
Navis Wealth Advisors
New York
$817K
PA
210
PFG Advisors
Arizona
$809K -$45.5K -266 -5%
OIA
211
OneDigital Investment Advisors
Kansas
$808K -$5.82K -34 -0.7%
VFG
212
V2 Financial group
Illinois
$784K
NRI
213
NFP Retirement Inc
California
$784K +$43.5K +254 +6%
FFA
214
Founders Financial Alliance
North Carolina
$784K +$1.03K +6 +0.1%
PS
215
Principal Securities
Iowa
$784K +$103K +600 +14%
TIP
216
Tandem Investment Partners
New Jersey
$782K +$819K +4,785 New
EWA
217
EP Wealth Advisors
California
$765K -$382K -2,230 -32%
KPWS
218
Kestra Private Wealth Services
Texas
$761K +$30.8K +180 +4%
WLIM
219
White Lighthouse Investment Management
Massachusetts
$758K +$52.5K +307 +7%
IFA
220
Interactive Financial Advisors
Illinois
$754K -$27.7K -162 -3%
HNB
221
Huntington National Bank
Ohio
$749K
TIAA Trust, National Association
222
TIAA Trust, National Association
North Carolina
$742K -$295K -1,721 -27%
HW
223
Hancock Whitney
Mississippi
$730K +$68.5K +400 +10%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$728K +$120K +701 +19%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$726K -$20.9K -122 -3%