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 |
---|---|---|---|---|---|
Ramirez Asset Management, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
420
shares
|
$61,908
0.01% of portfolio
|
Q3 2023
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
403
shares
|
$59,402
0.01% of portfolio
|
Q2 2023
Reduced 13.52%
|
|
Paladin Advisory Group, LLC
|
May 08, 2024 Q1 2024 |
380
shares
|
$56,012
0.04% of portfolio
|
Q3 2023
Reduced 2.81%
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
375
shares
|
$55,275
0.05% of portfolio
|
Q4 2023
Reduced 43.52%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
375
shares
|
$55,275
0.01% of portfolio
|
Q4 2020
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
367
shares
|
$54,095
0.0% of portfolio
|
Q1 2024
Added 3236.36%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
365
shares
|
$53,801
0.0% of portfolio
|
Q4 2023
Reduced 18.53%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
361
shares
|
$53,211
0.01% of portfolio
|
Q1 2024
Added 0.84%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
348
shares
|
$51,295
0.01% of portfolio
|
Q4 2022
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
325
shares
|
$47,905
0.0% of portfolio
|
Q1 2024
Added 135.51%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
325
shares
|
$47,905
0.0% of portfolio
|
Q3 2017
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
315
shares
|
$46,431
0.0% of portfolio
|
Q1 2024
Reduced 77.61%
|
|
Howe & Rusling Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
310
shares
|
$45,694
0.0% of portfolio
|
Q4 2023
Reduced 8.55%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
304
shares
|
$44,809
0.07% of portfolio
|
Q2 2022
Added 19.69%
|
|
Pfg Private Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
289
shares
|
$42,598
0.03% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 17, 2024 Q1 2024 |
275
shares
|
$40,535
0.02% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 30, 2024 Q1 2024 |
273
shares
|
$40,240
0.0% of portfolio
|
Q4 2022
Reduced 80.12%
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2024 Q1 2024 |
268
shares
|
$39,503
0.02% of portfolio
|
Q1 2024
Added 16.52%
|
|
Balentine LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
267
shares
|
$39,355
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
267
shares
|
$39,355
0.01% of portfolio
|
Q4 2023
Reduced 28.99%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
266
shares
|
$39,208
0.0% of portfolio
|
Q1 2024
Added 63.19%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
264
shares
|
$38,913
0.0% of portfolio
|
Q1 2024
Reduced 34.16%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
260
shares
|
$38,324
0.0% of portfolio
|
Q1 2024
Added 0.78%
|
|
Clean Yield Group
|
May 29, 2024 Q1 2024 |
258
shares
|
$38,029
0.01% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
250
shares
|
$36,850
0.01% of portfolio
|
Q4 2023
Reduced 37.03%
|