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VPU

Vanguard Utilities ETF

661 hedge funds and large institutions have $2.48B invested in Vanguard Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 254 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,686% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $722K

183% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 29

51% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 168

6% more funds holding

Funds holding: 621661 (+40)

4% more capital invested

Capital invested by funds: $2.39B → $2.48B (+$92.1M)

0.66% more ownership

Funds ownership: 31.21%31.87% (+0.66%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
661
Holders Change
+40
Holders Change %
+6.44%
% of All Funds
8.04%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.1%
New
82
Increased
254
Reduced
168
Closed
29
Calls
$12.9M
Puts
$722K
Net Calls
+$12.2M
Net Calls Change
+$7.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$212M +$7.19M +37,431 +3%
Bank of America
2
Bank of America
North Carolina
$186M -$457K -2,383 -0.2%
LPL Financial
3
LPL Financial
California
$165M +$11.6M +60,554 +7%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$126M +$3.96M +20,615 +3%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$104M -$14.4M -75,190 -12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$85.1M -$11.2M -58,571 -11%
Empower Advisory Group
7
Empower Advisory Group
Colorado
$76.2M +$7.49M +39,004 +10%
Wells Fargo
8
Wells Fargo
California
$74.1M +$10.9M +56,972 +17%
UBS Group
9
UBS Group
Switzerland
$63.7M +$11.8M +61,687 +22%
Ameriprise
10
Ameriprise
Minnesota
$63.2M +$8.43M +43,896 +15%
Osaic Holdings
11
Osaic Holdings
Arizona
$42.7M -$429K -2,236 -1%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$42M -$272K -1,419 -0.6%
Raymond James Financial
13
Raymond James Financial
Florida
$40.6M +$4.34M +22,624 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$39.2M +$3.06M +15,958 +8%
PCH
15
PGIM Custom Harvest
New Jersey
$39.2M +$3.06M +15,925 +8%
Corient Private Wealth
16
Corient Private Wealth
Florida
$39M +$39.2M +204,020 +1,005%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$37.6M +$592K +3,084 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$34.3M +$23.8K +124 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$34.1M +$751K +3,910 +2%
AAS
20
Ameritas Advisory Services
Nebraska
$22.6M +$22.2M +115,773 +1,820%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$22.2M +$434K +2,261 +2%
Stifel Financial
22
Stifel Financial
Missouri
$19.6M +$120K +624 +0.6%
CFD
23
Creative Financial Designs
Indiana
$19.2M +$777K +4,047 +4%
MML Investors Services
24
MML Investors Services
Massachusetts
$19.1M +$3.48M +18,104 +21%
PIMG
25
Patriot Investment Management Group
Tennessee
$17.2M +$147K +766 +0.8%