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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 %
TYCC
51
Texas Yale Capital Corp
Florida
$368K -$86.2K -1,035 -19%
CFS
52
Community Financial System
New York
$354K – – –
BC
53
Bartlett & Co
Ohio
$323K – – –
V
54
Veritable
Delaware
$323K – – –
MA
55
MUFG Americas
New York
$322K – – –
IH
56
IFC Holdings
Florida
$316K -$257K -3,065 -45%
VC
57
Vicus Capital
Pennsylvania
$316K +$316K +3,796 New
Deutsche Bank
58
Deutsche Bank
Germany
$312K – – –
NSIM
59
North Star Investment Management
Illinois
$285K -$26.6K -319 -9%
WA
60
WBH Advisory
Maryland
$276K +$276K +3,320 New
CAN
61
Cetera Advisor Networks
California
$275K +$275K +3,307 New
Neuberger Berman Group
62
Neuberger Berman Group
New York
$269K – – –
KTC
63
Kistler-Tiffany Companies
Pennsylvania
$267K -$24.4K -293 -8%
AA
64
Ancora Advisors
Ohio
$258K -$3.25K -39 -1%
GA
65
Geneva Advisors
Illinois
$250K – – –
Bessemer Group
66
Bessemer Group
New Jersey
$250K +$250K +3,000 New
KFS
67
KMS Financial Services
Washington
$249K -$9.98K -120 -4%
EAM
68
Evanson Asset Management
California
$230K +$230K +2,765 New
PAG
69
Private Advisor Group
New Jersey
$223K +$223K +2,682 New
SHA
70
Smith Hayes Advisers
Nebraska
$217K -$4.5K -54 -2%
CCM
71
Covington Capital Management
California
$210K +$2.75K +33 +1%
SC
72
SouthState Corp
Florida
$209K – – –
IFWM
73
Institute for Wealth Management
Colorado
$207K +$207K +2,484 New
BRWA
74
B. Riley Wealth Advisors
Florida
$192K -$9.14K -110 -5%
AIG
75
American International Group
New York
$184K -$2.2M -26,442 -92%
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