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Vanguard Utilities ETF
VPU

Overview Fund Activity

119 hedge funds and large institutions have $506M invested in Vanguard Utilities ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
13
Increased
44
Reduced
25
Closed
11
Calls
$1.25M
Puts
$387K
Net Calls
+$861K
Net Calls Change
+$372K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$95.2M
2
Bank of America
2
Bank of America
North Carolina
$83.2M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$40.4M
4
DBT
4
Dubuque Bank & Trust
Iowa
$6.61M
5
Wells Fargo
5
Wells Fargo
California
$24.9M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$4.72M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.61M
3
VC
3
Vicus Capital
Pennsylvania
$1.04M
4
AP
4
Advisors Preferred
Maryland
$41.1K
5
RJA
5
Raymond James & Associates
Florida
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
51
Boys Arnold & Co
North Carolina
$533K – – –
Creative Planning
52
Creative Planning
Kansas
$530K +$39.6K +410 +8%
MFS
53
MSI Financial Services
Massachusetts
$506K +$408K +4,222 +418%
CFS
54
Community Financial System
New York
$459K -$9.66K -100 -2%
WA
55
WFG Advisors
Texas
$458K +$31.4K +325 +7%
VFS
56
VSR Financial Services
Kansas
$425K -$449K -4,646 -51%
OWD
57
Osborn Williams & Donohoe
Ohio
$410K +$164K +1,750 +67%
Ameriprise
58
Ameriprise
Minnesota
$387K -$3.57K -37 -0.9%
BC
59
Bartlett & Co
Ohio
$375K – – –
V
60
Veritable
Delaware
$375K – – –
MA
61
MUFG Americas
New York
$374K – – –
PAG
62
Private Advisor Group
New Jersey
$369K -$40.3K -417 -10%
KFS
63
KMS Financial Services
Washington
$355K +$31.7K +327 +10%
NSIM
64
North Star Investment Management
Illinois
$336K +$2.61K +27 +0.8%
PFG
65
Pacific Financial Group
Washington
$317K +$317K +3,276 New
LS
66
Lattice Strategies
Pennsylvania
$315K +$7.25K +75 +2%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$312K – – –
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$301K -$160K -1,653 -35%
AA
69
Ancora Advisors
Ohio
$299K +$97 +1 +0%
Deutsche Bank
70
Deutsche Bank
Germany
$292K -$69.8K -726 -19%
HIS
71
Horizon Investment Services
Indiana
$288K +$45.8K +474 +19%
EAM
72
Evanson Asset Management
California
$274K +$41.1K +425 +18%
ALA
73
Atherton Lane Advisers
California
$270K +$270K +2,793 New
BRWA
74
B. Riley Wealth Advisors
Florida
$269K +$134K +2,777 +100%
SHA
75
Smith Hayes Advisers
Nebraska
$253K +$676 +7 +0.3%
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