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Vanguard Utilities ETF
VPU

Overview Fund Activity

108 hedge funds and large institutions have $272M invested in Vanguard Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
25
Increased
22
Reduced
40
Closed
7
Calls
$1.83M
Puts
$608K
Net Calls
+$1.22M
Net Calls Change
+$122K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.7M
4
CS
4
Credit Suisse
Switzerland
$1.61M
5
CPO
5
Cerity Partners OCIO
New York
$18M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$6.3M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$6.38M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$1.61M +$1.61M +19,337 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.59M +$112K +1,341 +8%
CWM
28
Cabot Wealth Management
Massachusetts
$1.59M -$1.26M -15,188 -44%
DBIA
29
Dumont & Blake Investment Advisors
New Jersey
$1.46M -$63.7K -765 -4%
Citigroup
30
Citigroup
New York
$1.39M +$180K +2,160 +15%
VKH
31
Virtu KCG Holdings
New York
$1.39M +$1.39M +16,752 New
NPC
32
National Planning Corporation
California
$1.31M -$186K -2,238 -12%
Ameriprise
33
Ameriprise
Minnesota
$1.17M -$695K -8,312 -37%
TRCT
34
Tower Research Capital (TRC)
New York
$1.04M +$1.04M +12,533 New
PFS
35
Prospera Financial Services
Texas
$902K +$293K +3,512 +48%
GWM
36
Greenwich Wealth Management
Connecticut
$861K +$91.6K +1,100 +12%
VFS
37
VSR Financial Services
Kansas
$850K +$169K +2,025 +25%
AssetMark Inc
38
AssetMark Inc
California
$819K -$774K -9,292 -49%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$807K +$27.5K +330 +4%
EC
40
Estate Counselors
Wisconsin
$789K -$425K -5,100 -35%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$761K -$2.34M -28,057 -75%
FIM
42
Freedom Investment Management
Connecticut
$730K +$16.6K +199 +2%
FAAS
43
First Allied Advisory Services
California
$560K +$285K +3,447 +103%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$539K -$50.2K -603 -9%
LIM
45
Leavell Investment Management
Alabama
$520K -$283K -3,400 -35%
SI
46
SII Investments
Wisconsin
$423K -$207K -2,508 -33%
TH
47
Timber Hill
Connecticut
$414K -$542K -6,507 -57%
WA
48
WFG Advisors
Texas
$413K -$65.5K -787 -14%
CWM
49
Concert Wealth Management
California
$389K -$154K -1,847 -28%
Creative Planning
50
Creative Planning
Kansas
$370K +$113K +1,359 +44%
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