VPU icon

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 %
GA
76
Geneva Advisors
Illinois
$220K 2,430 -570 -19%
EAM
77
Evanson Asset Management
California
$218K 2,411 -354 -13%
SCA
78
Stillwater Capital Advisors
Pennsylvania
$218K 2,403 +2,403 New
PI
79
Placemark Investments
Illinois
$214K 2,370 +2,370 New
CWM
80
Cabot Wealth Management
Massachusetts
$211K 2,326 -16,707 -88%
CFA
81
CT Financial Advisors
Pennsylvania
$192K 1,979 +1,979 New
IFWM
82
Institute for Wealth Management
Colorado
$191K 2,110 -374 -15%
PAS
83
Partnervest Advisory Services
California
$172K 1,904 -120 -6%
LWM
84
LBA Wealth Management
Florida
$165K 1,820 – –
FHA
85
First Horizon Advisors
Tennessee
$158K 1,745 – –
GT
86
Glenmede Trust
Pennsylvania
$135K 1,500 – –
CFN
87
Cordasco Financial Network
Florida
$127K 1,400 – –
1IC
88
1919 Investment Counsel
Maryland
$106K 1,162 +85 +8%
CAL
89
Capital Advisors Ltd
Ohio
$92K 1,020 – –
MFS
90
MSI Financial Services
Massachusetts
$91K 1,009 -1,123 -53%
TIM
91
Tortoise Investment Management
New York
$91K 1,000 – –
PSI
92
Pinnacle Summer Investments
Virginia
$91K 964 +587 +156%
RIA
93
Regal Investment Advisors
Michigan
$83K 913 +913 New
KIG
94
Kessler Investment Group
Indiana
$68K 756 – –
PFG
95
Piershale Financial Group
Illinois
$57K 630 +5 +0.8%
DADC
96
D.A. Davidson & Co
Montana
$45K 500 – –
VIA
97
Vantage Investment Advisors
Pennsylvania
$43K 472 – –
LNB
98
Ledyard National Bank
$38K 425 -470 -53%
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K 406 – –
FWM
100
Focused Wealth Management
New York
$34K 381 +3 +0.8%
2 3
4
5 6