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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 %
MFIMFI
51
Mesirow Financial Investment Management - Fixed Income
Illinois
$418K 4,614 +4,614 New
CWM
52
Concert Wealth Management
California
$415K 4,646 -23 -0.5%
WA
53
WFG Advisors
Texas
$399K 4,410 -553 -11%
PAG
54
Private Advisor Group
New Jersey
$383K 4,231 +1,549 +58%
Ameriprise
55
Ameriprise
Minnesota
$366K 4,043 -10,001 -71%
V
56
Veritable
Delaware
$351K 3,882 – –
BC
57
Bartlett & Co
Ohio
$351K 3,882 – –
MA
58
MUFG Americas
New York
$350K 3,872 – –
Deutsche Bank
59
Deutsche Bank
Germany
$340K 3,761 – –
NSIM
60
North Star Investment Management
Illinois
$312K 3,450 +28 +0.8%
KFS
61
KMS Financial Services
Washington
$302K 3,340 +345 +12%
KTC
62
Kistler-Tiffany Companies
Pennsylvania
$299K 3,305 +103 +3%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$292K 3,229 – –
LS
64
Lattice Strategies
Pennsylvania
$288K 3,185 +3,185 New
AA
65
Ancora Advisors
Ohio
$280K 3,096 +1 +0%
NDSI
66
Newman Dignan & Sheerar Inc
Rhode Island
$264K 2,915 – –
CAN
67
Cetera Advisor Networks
California
$252K 2,807 -500 -15%
BRWA
68
B. Riley Wealth Advisors
Florida
$251K 2,777 +467 +20%
OWD
69
Osborn Williams & Donohoe
Ohio
$238K 2,629 +2,629 New
SHA
70
Smith Hayes Advisers
Nebraska
$236K 2,611 +8 +0.3%
HIS
71
Horizon Investment Services
Indiana
$235K 2,505 +2,505 New
MIM
72
Marco Investment Management
Georgia
$232K 2,566 +2,566 New
Jane Street
73
Jane Street
New York
$229K 2,530 +2,530 New
SC
74
SouthState Corp
Florida
$227K 2,510 – –
CCM
75
Covington Capital Management
California
$225K 2,483 -35 -1%
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3
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