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Vanguard Utilities ETF
VPU

Overview Fund Activity

137 hedge funds and large institutions have $579M invested in Vanguard Utilities ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
31
Increased
37
Reduced
36
Closed
8
Calls
$2.27M
Puts
$942K
Net Calls
+$1.33M
Net Calls Change
+$1.48M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$157M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$83.9M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$64M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$17.7M
5
QA
5
Quantitative Advantage
Minnesota
$6.64M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.67M
5
RJA
5
Raymond James & Associates
Florida
$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$568K +$12.5K +122 +2%
SI
52
SII Investments
Wisconsin
$534K -$22K -215 -4%
AIG
53
American International Group
New York
$510K -$183K -1,786 -26%
VFS
54
VSR Financial Services
Kansas
$498K -$183K -1,790 -27%
OWD
55
Osborn Williams & Donohoe
Ohio
$445K – – –
PSI
56
Pinnacle Summer Investments
Virginia
$435K +$108K +1,038 +33%
DBT
57
Dubuque Bank & Trust
Iowa
$424K +$385K +3,761 +977%
Ameriprise
58
Ameriprise
Minnesota
$405K +$1.84K +18 +0.5%
PAG
59
Private Advisor Group
New Jersey
$403K +$2.25K +22 +0.6%
Millennium Management
60
Millennium Management
New York
$403K +$403K +3,941 New
BC
61
Bartlett & Co
Ohio
$397K – – –
V
62
Veritable
Delaware
$397K – – –
BAC
63
Boys Arnold & Co
North Carolina
$387K – – –
CB
64
Community Bank
New York
$376K +$376K +3,675 New
ALA
65
Atherton Lane Advisers
California
$368K -$3.07K -30 -0.8%
WA
66
WFG Advisors
Texas
$361K -$91.8K -897 -20%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$360K +$19.4K +190 +6%
LS
68
Lattice Strategies
Pennsylvania
$354K -$49.1K -480 -12%
SPC
69
Sigma Planning Corp
Michigan
$327K +$327K +3,199 New
HIS
70
Horizon Investment Services
Indiana
$325K -$3.59K -35 -1%
TC
71
Toews Corporation
New Jersey
$322K +$322K +3,145 New
AA
72
Ancora Advisors
Ohio
$317K +$102 +1 +0%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$315K +$85.3K +834 +37%
NSIM
74
North Star Investment Management
Illinois
$310K -$48.6K -475 -14%
Deutsche Bank
75
Deutsche Bank
Germany
$309K – – –
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3
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