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 518 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
750
shares
|
$110,550
0.04% of portfolio
|
Q3 2023
Added 1.35%
|
|
Colony Family Offices, LLC
|
May 01, 2024 Q1 2024 |
740
shares
|
$109,076
0.04% of portfolio
|
Q4 2023
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
736
shares
|
$108,486
0.0% of portfolio
|
Q1 2024
Added 2.51%
|
|
Progressive Investment Management Corp
|
Apr 22, 2024 Q1 2024 |
700
shares
|
$103,180
0.03% of portfolio
|
Q4 2022
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
666
shares
|
$98,168
0.01% of portfolio
|
Q4 2021
Reduced 23.54%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
650
shares
|
$95,810
0.02% of portfolio
|
Q3 2021
Added 160.0%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
621
shares
|
$91,535
0.01% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$88,440
0.05% of portfolio
|
Q2 2021
Added 33.33%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
598
shares
|
$88,145
0.01% of portfolio
|
Q1 2022
Added 2292.0%
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 08, 2024 Q1 2024 |
584
shares
|
$86,081
0.03% of portfolio
|
Q1 2024
Added 0.69%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
561
shares
|
$82,691
0.0% of portfolio
|
Q1 2024
Added 490.53%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
525
shares
|
$77,385
0.04% of portfolio
|
Q1 2022
Reduced 12.5%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
511
shares
|
$75,321
0.01% of portfolio
|
Q4 2023
Added 71.48%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
510
shares
|
$75,174
0.0% of portfolio
|
Q1 2024
Added 598.63%
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
500
shares
|
$73,700
0.01% of portfolio
|
Q1 2024
Reduced 10.07%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
500
shares
|
$73,700
0.01% of portfolio
|
Q1 2024
Reduced 59.77%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 13, 2024 Q1 2024 |
475
shares
|
$70,015
0.02% of portfolio
|
Q1 2024
Added 29.43%
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 02, 2024 Q1 2024 |
460
shares
|
$67,804
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
450
shares
|
$66,330
0.0% of portfolio
|
Q1 2024
Added 7.14%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
450
shares
|
$66,330
0.02% of portfolio
|
Q4 2023
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
450
shares
|
$66,330
0.01% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
448
shares
|
$66,035
0.0% of portfolio
|
Q4 2023
Added 8860.0%
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
433
shares
|
$63,824
0.01% of portfolio
|
Q1 2023
New holding
|
|
City Holding CO
|
Apr 11, 2024 Q1 2024 |
423
shares
|
$62,350
0.01% of portfolio
|
Q2 2023
Reduced 3.42%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
420
shares
|
$61,908
0.01% of portfolio
|
Q4 2022
New holding
|