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 $2.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,194
shares
|
$806,715
0.01% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,155
shares
|
$799,214
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
4,113
shares
|
$791,135
0.08% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
4,108
shares
|
$790,173
0.26% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,105
shares
|
$789,596
0.01% of portfolio
|
Q3 2025
Added 23.24%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,093
shares
|
$787,288
0.03% of portfolio
|
Q3 2025
Added 28.55%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
4,078
shares
|
$784,403
0.36% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
4,042
shares
|
$777,478
0.05% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,007
shares
|
$770,746
0.01% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
3,916
shares
|
$753,242
0.01% of portfolio
|
Q3 2025
Added 96.19%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
3,904
shares
|
$750,934
0.04% of portfolio
|
Q3 2025
Added 155.66%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,902
shares
|
$750,549
0.01% of portfolio
|
Q1 2022
Reduced 0.61%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
3,835
shares
|
$737,662
0.01% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
3,832
shares
|
$737,085
0.07% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
3,822
shares
|
$735,161
0.31% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
3,822
shares
|
$735,161
0.13% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,811
shares
|
$733,045
0.2% of portfolio
|
Q1 2024
Added 40.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,783
shares
|
$727,660
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
3,780
shares
|
$727,083
0.22% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
3,774
shares
|
$725,928
0.31% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,762
shares
|
$723,620
0.16% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,663
shares
|
$704,578
0.04% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
3,626
shares
|
$697,461
0.01% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,616
shares
|
$695,537
0.0% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
3,603
shares
|
$693,037
0.25% of portfolio
|
Q3 2025
Added 2.53%
|
|