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 699 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
40,811
shares
|
$7.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
40,505
shares
|
$7.79 Million
6.3% of portfolio
|
Q4 2022
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
39,504
shares
|
$7.6 Million
2.97% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
39,214
shares
|
$7.54 Million
0.38% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
37,062
shares
|
$7.13 Million
0.23% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
34,632
shares
|
$6.66 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,185
shares
|
$6.38 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
32,753
shares
|
$6.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
32,423
shares
|
$6.24 Million
0.96% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
30,449
shares
|
$5.86 Million
0.06% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
30,210
shares
|
$5.81 Million
0.09% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
29,890
shares
|
$5.75 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
29,698
shares
|
$5.71 Million
0.01% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
28,641
shares
|
$5.51 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
27,615
shares
|
$5.31 Million
0.25% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
27,500
shares
|
$5.29 Million
0.01% of portfolio
|
Q3 2025
Added 29.11%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
27,337
shares
|
$5.26 Million
0.11% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
27,218
shares
|
$5.24 Million
1.21% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
27,098
shares
|
$5.21 Million
0.0% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
27,003
shares
|
$5.19 Million
0.15% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
26,725
shares
|
$5.14 Million
1.36% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
26,647
shares
|
$5.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
25,761
shares
|
$4.96 Million
0.07% of portfolio
|
Q3 2025
Added 49.76%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
25,645
shares
|
$4.93 Million
0.38% of portfolio
|
Q2 2025
Added 25.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
24,345
shares
|
$4.68 Million
0.24% of portfolio
|
Q3 2025
Added 0.67%
|