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 592 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
7,859
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
7,725
shares
|
$1.34 Million
0.5% of portfolio
|
Q3 2024
Reduced 36.31%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
7,555
shares
|
$1.31 Million
0.29% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,520
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
7,457
shares
|
$1.3 Million
0.6% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
7,456
shares
|
$1.3 Million
0.69% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
7,398
shares
|
$1.29 Million
1.36% of portfolio
|
Q3 2024
Added 72.97%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
7,393
shares
|
$1.28 Million
0.66% of portfolio
|
Q3 2024
Added 57.03%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
7,387
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
7,350
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2023
Added 119.4%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
7,294
shares
|
$1.27 Million
0.51% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
7,289
shares
|
$1.27 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
7,199
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,127
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2023
Reduced 8.89%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,094
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
7,092
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
7,068
shares
|
$1.23 Million
0.61% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,045
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2023
Reduced 63.54%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
7,006
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
7,000
shares
|
$1.22 Million
0.18% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,953
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,912
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
6,891
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2024
Added 36.46%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
6,650
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,593
shares
|
$1.15 Million
1.16% of portfolio
|
Q3 2022
Reduced 49.92%
|