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Vanguard Utilities ETF
VPU

Overview Fund Activity

108 hedge funds and large institutions have $272M invested in Vanguard Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
25
Increased
22
Reduced
40
Closed
7
Calls
$1.83M
Puts
$608K
Net Calls
+$1.22M
Net Calls Change
+$122K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$21.1M
2
DOA
2
D'Orazio & Associates
Virginia
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$6.3M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$6.38M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$761K
Name Market Value Shares Shares
Change 		Shares
Change %
FMI
1
Factory Mutual Insurance
Massachusetts
$45.8M 549,400 – –
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$21.1M 253,606 +253,606 New
Bank of America
3
Bank of America
North Carolina
$20.4M 245,403 +33,456 +16%
CPO
4
Cerity Partners OCIO
New York
$18M 204,381 +17,363 +9%
Morgan Stanley
5
Morgan Stanley
New York
$17.6M 211,075 +6,978 +3%
Wells Fargo
6
Wells Fargo
California
$13.8M 165,272 -76,286 -32%
U
7
UBS
Switzerland
$13.1M 157,057 -21,011 -12%
DOA
8
D'Orazio & Associates
Virginia
$11.5M 138,835 +138,835 New
LPL Financial
9
LPL Financial
California
$10M 120,494 +14,315 +13%
CCMD
10
Cypress Capital Management (Delaware)
Delaware
$9.68M 116,245 -933 -0.8%
TCM
11
TD Capital Management
Tennessee
$9.45M 113,430 -12,620 -10%
DY
12
Dowling & Yahnke
California
$7.96M 95,520 +3,587 +4%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$6.38M 76,658 -43,094 -36%
SG Americas Securities
14
SG Americas Securities
New York
$6.3M 75,591 -187,277 -71%
RJA
15
Raymond James & Associates
Florida
$4.53M 54,385 -2,183 -4%
AIS
16
American Investment Services
Massachusetts
$3.4M 40,784 +1,980 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.05M 36,642 +219 +0.6%
Goldman Sachs
18
Goldman Sachs
New York
$2.7M 32,469 +29,222 +900%
HW
19
Hancock Whitney
Mississippi
$2.7M 32,413 – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.7M 32,424 +32,424 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.7M 32,380 -7,458 -19%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2.3M 27,640 -354 -1%
FT
23
Fiduciary Trust
Massachusetts
$2.23M 26,806 +1,012 +4%
B
24
Bailard
California
$2.01M 24,160 -475 -2%
BEAM
25
Baker Ellis Asset Management
Washington
$1.83M 22,000 -248 -1%
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