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 612 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
1,709
shares
|
$287,214
0.06% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,700
shares
|
$285,702
0.14% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
1,700
shares
|
$285,702
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
1,693
shares
|
$284,525
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
1,684
shares
|
$283,013
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,683
shares
|
$282,844
0.02% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,679
shares
|
$282,172
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,667
shares
|
$280,156
0.15% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,662
shares
|
$279,315
0.03% of portfolio
|
Q2 2022
Added 12.22%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,661
shares
|
$279,147
0.03% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,655
shares
|
$278,139
0.09% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,645
shares
|
$276,458
0.04% of portfolio
|
Q4 2024
Reduced 21.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,632
shares
|
$274,273
0.01% of portfolio
|
Q4 2023
Added 196.19%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,626
shares
|
$273,265
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,622
shares
|
$272,593
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,620
shares
|
$272,257
0.02% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
1,619
shares
|
$272,089
0.17% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
1,603
shares
|
$269,400
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
1,601
shares
|
$269,064
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,584
shares
|
$266,207
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
1,584
shares
|
$266,207
0.08% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,578
shares
|
$265,198
0.01% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
1,544
shares
|
$259,484
0.02% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,535
shares
|
$257,972
0.01% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
1,533
shares
|
$257,635
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|