Institutional Ownership Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU). We have compiled data on the 670 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
1,456
shares
|
$267,554
0.02% of portfolio
|
Q1 2025
New holding
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
1,452
shares
|
$266,819
0.21% of portfolio
|
Q2 2025
New holding
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,443
shares
|
$265,165
0.09% of portfolio
|
Q2 2025
Added 4.64%
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,431
shares
|
$262,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,408
shares
|
$258,734
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,405
shares
|
$258,182
0.02% of portfolio
|
Q4 2024
Reduced 39.73%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
1,402
shares
|
$257,631
0.07% of portfolio
|
Q2 2024
Reduced 6.66%
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
1,399
shares
|
$257,080
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
1,396
shares
|
$256,528
0.01% of portfolio
|
Q1 2025
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,390
shares
|
$255,426
0.01% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,375
shares
|
$252,670
0.03% of portfolio
|
Q1 2025
Added 0.15%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,369
shares
|
$251,567
0.01% of portfolio
|
Q1 2025
Added 1.26%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,369
shares
|
$251,567
0.01% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,349
shares
|
$247,892
0.01% of portfolio
|
Q1 2025
New holding
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,342
shares
|
$246,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,340
shares
|
$246,238
0.02% of portfolio
|
Q1 2025
Added 210.19%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,337
shares
|
$245,687
0.04% of portfolio
|
Q3 2024
Added 710.3%
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,337
shares
|
$245,687
0.01% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,332
shares
|
$244,768
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
1,325
shares
|
$243,482
0.01% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
1,317
shares
|
$242,011
0.11% of portfolio
|
Q1 2025
Added 0.38%
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,314
shares
|
$241,460
0.02% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,313
shares
|
$241,276
0.01% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
1,307
shares
|
$240,174
0.08% of portfolio
|
Q4 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
1,277
shares
|
$234,661
0.03% of portfolio
|
Q1 2025
Reduced 6.03%
|