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Vanguard Utilities ETF
VPU

Overview Fund Activity

141 hedge funds and large institutions have $355M invested in Vanguard Utilities ETF in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
54
Reduced
38
Closed
18
Calls
$1.36M
Puts
$423K
Net Calls
+$941K
Net Calls Change
-$184K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.9M
2
Bank of America
2
Bank of America
North Carolina
$51.7M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$80.7M
4
FMLI
4
Fukoku Mutual Life Insurance
Japan
$7.05M
5
Ameriprise
5
Ameriprise
Minnesota
$2.73M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$9.9M
2
B
2
Bailard
California
$0
3
UBS Group
3
UBS Group
Switzerland
$8.41M
4
TH
4
Timber Hill
Connecticut
$0
5
FIM
5
Freedom Investment Management
Connecticut
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
76
Community Bank
New York
$263K 2,800 – –
PAS
77
Partnervest Advisory Services
California
$263K 2,797 +20 +0.7%
CAS
78
Cue Advisory Services
Arizona
$261K 2,775 – –
IA
79
IFP Advisors
Florida
$261K 2,777 +2,777 New
PCA
80
Personal Capital Advisors
California
$254K 2,708 +2,708 New
SPC
81
Sigma Planning Corp
Michigan
$246K 2,620 -189 -7%
HB
82
Homrich & Berg
Georgia
$241K 2,566 – –
LWM
83
LBA Wealth Management
Florida
$241K 2,562 +325 +15%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$216K 2,300 +5 +0.2%
CFA
85
CT Financial Advisors
Pennsylvania
$210K 2,236 +246 +12%
BCCM
86
Bridge Creek Capital Management
Massachusetts
$209K 2,225 +2,225 New
TYCC
87
Texas Yale Capital Corp
Florida
$207K 2,205 +5 +0.2%
CWM
88
Concert Wealth Management
California
$204K 2,160 +19 +0.9%
AIG
89
American International Group
New York
$202K 2,159 -661 -23%
GHA
90
GW Henssler & Associates
Georgia
$201K 2,145 +2,145 New
VCM
91
Versant Capital Management
Arizona
$199K 2,120 +2,120 New
WAM
92
Wealthspire Advisors (Maryland)
Maryland
$193K 2,056 +2,056 New
MCM
93
Manchester Capital Management
Vermont
$149K 1,581 +1,581 New
KTC
94
Kistler-Tiffany Companies
Pennsylvania
$131K 1,396 -200 -13%
WA
95
WFG Advisors
Texas
$129K 1,375 -337 -20%
CCS
96
Crosspoint Capital Strategies
California
$122K 1,194 +1,194 New
MA
97
MUFG Americas
New York
$103K 1,100 – –
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$103K 1,100 – –
VHAM
99
Van Hulzen Asset Management
California
$103K 1,100 – –
FHA
100
First Horizon Advisors
Tennessee
$100K 1,064 +26 +3%
2 3
4
5 6