VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

136 hedge funds and large institutions have $395M invested in Vanguard Utilities ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 21 closing their positions.

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
22
Increased
37
Reduced
42
Closed
21
Calls
$1.03M
Puts
$600K
Net Calls
+$426K
Net Calls Change
-$904K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$78.6M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$9.58M
3
SG Americas Securities
3
SG Americas Securities
New York
$7.27M
4
AIG
4
American International Group
New York
$5.81M
5
CPO
5
Cerity Partners OCIO
New York
$7.63M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
FMI
2
Factory Mutual Insurance
Massachusetts
$68.7M
3
CCMD
3
Cypress Capital Management (Delaware)
Delaware
$2.69M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$1.06M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VIA
101
Vantage Investment Advisors
Pennsylvania
$91K 944 +472 +100%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$90K 925 +925 New
PCM
103
Parsons Capital Management
Rhode Island
$78K 800 +800 New
KIG
104
Kessler Investment Group
Indiana
$73K 756 – –
NFG
105
Next Financial Group
Texas
$64K 670 -250 -27%
PFG
106
Piershale Financial Group
Illinois
$62K 641 -184 -22%
GWM
107
Gupta Wealth Management
California
$55K 570 +570 New
IWM
108
Integrated Wealth Management
California
$40K 415 +415 New
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K 406 – –
FWM
110
Focused Wealth Management
New York
$34K 353 -19 -5%
SF
111
Synovus Financial
Georgia
$34K 346 – –
ST
112
Smithfield Trust
Pennsylvania
$31K 325 – –
AP
113
Advisors Preferred
Maryland
$30.3K 313 +313 New
CHP
114
Cable Hill Partners
Oregon
$29K 300 – –
HCM
115
Horrell Capital Management
Arkansas
$28K 290 – –
LNB
116
Ledyard National Bank
$27K 275 – –
SIA
117
Stancorp Investment Advisers
Oregon
$25K 254 -58 -19%
PIA
118
Peachtree Investment Advisors
Georgia
$24K 250 – –
ZB
119
Zions Bancorporation
Utah
$24K 249 +249 New
WP
120
WealthPLAN Partners
Nebraska
$21K 220 +220 New
SIG
121
Stanford Investment Group
California
$19K 200 -200 -50%
TWA
122
TCI Wealth Advisors
Arizona
$17K 176 +176 New
GI
123
Gradient Investments
Minnesota
$14K 140 – –
First Manhattan
124
First Manhattan
New York
$14K 150 – –
WRM
125
Westport Resources Management
Connecticut
$13K 130 – –
3 4
5
6 7