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 13.1 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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
13,184
shares
|
$2.42 Million
0.02% of portfolio
|
Q1 2025
Added 274.76%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
13,140
shares
|
$2.41 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,763
shares
|
$2.35 Million
1.0% of portfolio
|
Q2 2025
Added 20.52%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
12,607
shares
|
$2.32 Million
2.23% of portfolio
|
Q1 2025
Added 42.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,398
shares
|
$2.28 Million
0.07% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
12,218
shares
|
$2.25 Million
0.24% of portfolio
|
Q1 2025
Reduced 47.18%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
12,088
shares
|
$2.22 Million
1.03% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
12,025
shares
|
$2.21 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
11,924
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
11,882
shares
|
$2.18 Million
0.03% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
11,529
shares
|
$2.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,424
shares
|
$2.1 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
11,376
shares
|
$2.09 Million
0.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,345
shares
|
$2.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 62.46%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
11,089
shares
|
$2.04 Million
1.6% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
10,901
shares
|
$2 Million
0.13% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
10,595
shares
|
$1.95 Million
0.75% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
10,390
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
9,934
shares
|
$1.83 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,877
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,828
shares
|
$1.81 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
9,780
shares
|
$1.8 Million
0.49% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
9,772
shares
|
$1.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
9,679
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,641
shares
|
$1.77 Million
0.02% of portfolio
|
Q1 2025
Added 3.53%
|