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 $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,324
shares
|
$219,373
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
1,312
shares
|
$217,385
0.1% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
1,307
shares
|
$216,556
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,303
shares
|
$215,894
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
1,302
shares
|
$215,728
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
1,264
shares
|
$209,432
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
1,258
shares
|
$208,438
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,254
shares
|
$207,775
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,254
shares
|
$207,775
0.02% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,252
shares
|
$207,443
0.1% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
1,251
shares
|
$207,278
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,243
shares
|
$205,952
0.04% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,239
shares
|
$205,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
1,239
shares
|
$205,289
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,238
shares
|
$205,124
0.05% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
1,231
shares
|
$203,964
0.08% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
1,218
shares
|
$201,810
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,216
shares
|
$201,479
0.25% of portfolio
|
Q3 2023
Added 78.56%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,200
shares
|
$198,828
0.02% of portfolio
|
Q4 2022
Added 1.95%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
1,199
shares
|
$198,662
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
1,190
shares
|
$197,171
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
1,183
shares
|
$196,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
1,179
shares
|
$195,348
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,167
shares
|
$193,360
0.01% of portfolio
|
Q2 2024
Added 4222.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,156
shares
|
$191,537
0.0% of portfolio
|
Q4 2024
Reduced 27.98%
|