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Vanguard Utilities ETF
VPU

Overview Fund Activity

118 hedge funds and large institutions have $295M invested in Vanguard Utilities ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
39
Reduced
27
Closed
11
Calls
$4.85M
Puts
$4.36M
Net Calls
+$489K
Net Calls Change
-$734K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$29.4M
2
QA
2
Quantitative Advantage
Minnesota
$6.08M
3
SG Americas Securities
3
SG Americas Securities
New York
$10.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.16M
5
RJA
5
Raymond James & Associates
Florida
$7.75M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$2.12M
2
TCM
2
TD Capital Management
Tennessee
$1.04M
3
U
3
UBS
Switzerland
$8.56M
4
Bank of America
4
Bank of America
North Carolina
$18.4M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.9M 21,008 -6,632 -24%
BEAM
27
Baker Ellis Asset Management
Washington
$1.76M 19,483 -2,517 -11%
AP
28
Advisors Preferred
Maryland
$1.73M 19,098 +19,098 New
DBIA
29
Dumont & Blake Investment Advisors
New Jersey
$1.58M 17,472 -38 -0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.44M 15,884 -16,496 -51%
WA
31
WBH Advisory
Maryland
$1.37M 15,121 +11,801 +355%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.25M 13,766 -5,333 -28%
PFS
33
Prospera Financial Services
Texas
$1.04M 11,484 +654 +6%
TCM
34
TD Capital Management
Tennessee
$1.04M 11,438 -101,992 -90%
TH
35
Timber Hill
Connecticut
$1.01M 11,115 +6,148 +124%
AIG
36
American International Group
New York
$974K 10,759 +8,550 +387%
NPC
37
National Planning Corporation
California
$958K 10,661 -5,045 -32%
GWM
38
Greenwich Wealth Management
Connecticut
$943K 10,415 +75 +0.7%
FAAS
39
First Allied Advisory Services
California
$885K 9,784 +3,002 +44%
EC
40
Estate Counselors
Wisconsin
$857K 9,470 – –
FIM
41
Freedom Investment Management
Connecticut
$820K 9,056 +285 +3%
VFS
42
VSR Financial Services
Kansas
$818K 9,042 -1,168 -11%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$778K 8,591 +2,120 +33%
ICOA
44
Investment Centers of America
North Dakota
$682K 8,403 +8,403 New
LIM
45
Leavell Investment Management
Alabama
$566K 6,250 – –
SI
46
SII Investments
Wisconsin
$500K 5,920 +798 +16%
BAC
47
Boys Arnold & Co
North Carolina
$499K 5,517 +5,517 New
Creative Planning
48
Creative Planning
Kansas
$459K 5,074 +631 +14%
CFS
49
Community Financial System
New York
$439K 4,850 +600 +14%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$431K 4,764 -4,371 -48%
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