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 %
FMI
1
Factory Mutual Insurance
Massachusetts
$49.7M 549,400 – –
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$29.4M 324,663 +71,057 +28%
Morgan Stanley
3
Morgan Stanley
New York
$19.4M 214,713 +3,638 +2%
Bank of America
4
Bank of America
North Carolina
$18.4M 203,605 -41,798 -17%
Wells Fargo
5
Wells Fargo
California
$17.8M 196,253 +30,981 +19%
LPL Financial
6
LPL Financial
California
$13M 143,552 +23,058 +19%
DOA
7
D'Orazio & Associates
Virginia
$12.5M 138,253 -582 -0.4%
CCMD
8
Cypress Capital Management (Delaware)
Delaware
$12.2M 135,025 +18,780 +16%
SG Americas Securities
9
SG Americas Securities
New York
$10.3M 113,608 +38,017 +50%
DY
10
Dowling & Yahnke
California
$8.78M 96,981 +1,461 +2%
U
11
UBS
Switzerland
$8.56M 94,597 -62,460 -40%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$8.26M 91,246 +14,588 +19%
RJA
13
Raymond James & Associates
Florida
$7.75M 85,574 +31,189 +57%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$6.16M 68,000 +35,576 +110%
QA
15
Quantitative Advantage
Minnesota
$6.08M 67,206 +67,206 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.6M 61,888 +25,246 +69%
Goldman Sachs
17
Goldman Sachs
New York
$4.89M 53,967 +21,498 +66%
AIS
18
American Investment Services
Massachusetts
$3.64M 40,221 -563 -1%
HW
19
Hancock Whitney
Mississippi
$2.93M 32,413 – –
VC
20
Vicus Capital
Pennsylvania
$2.67M 29,467 +25,671 +676%
FT
21
Fiduciary Trust
Massachusetts
$2.43M 26,854 +48 +0.2%
SMM
22
Stadion Money Management
Georgia
$2.35M 26,010 +26,010 New
Citigroup
23
Citigroup
New York
$2.33M 25,786 +9,032 +54%
B
24
Bailard
California
$2.2M 24,345 +185 +0.8%
CPO
25
Cerity Partners OCIO
New York
$2.12M 23,453 -180,928 -89%
1
2 3 4 5