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 687 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $2.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,260
shares
|
$788,824
0.01% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
4,180
shares
|
$774,010
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
4,172
shares
|
$772,529
0.05% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,138
shares
|
$766,233
0.05% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,119
shares
|
$762,715
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
4,115
shares
|
$761,974
0.41% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
4,108
shares
|
$760,678
0.25% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
4,090
shares
|
$757,345
0.37% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,077
shares
|
$754,938
0.02% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
4,027
shares
|
$745,679
0.01% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,027
shares
|
$745,679
0.01% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
4,003
shares
|
$741,235
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,001
shares
|
$740,865
0.08% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
3,927
shares
|
$727,162
0.04% of portfolio
|
Q2 2025
Added 16.91%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,902
shares
|
$722,533
0.01% of portfolio
|
Q1 2022
Reduced 0.61%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
3,885
shares
|
$719,385
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
3,857
shares
|
$714,200
0.49% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
3,812
shares
|
$705,868
0.31% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,811
shares
|
$705,682
0.2% of portfolio
|
Q1 2024
Added 40.32%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
3,781
shares
|
$700,127
0.15% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
3,773
shares
|
$698,646
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
3,772
shares
|
$698,461
0.32% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,762
shares
|
$696,609
0.16% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
3,718
shares
|
$688,462
0.13% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,716
shares
|
$688,091
0.42% of portfolio
|
Q1 2025
Reduced 8.13%
|