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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
380
shares
|
$62,962
0.05% of portfolio
|
Q3 2023
Reduced 2.81%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
380
shares
|
$62,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
375
shares
|
$62,133
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
364
shares
|
$60,311
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
360
shares
|
$59,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
360
shares
|
$59,648
0.0% of portfolio
|
Q2 2024
Added 38.46%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
358
shares
|
$59,317
0.05% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
348
shares
|
$57,660
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
333
shares
|
$55,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
327
shares
|
$54,180
0.01% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
325
shares
|
$53,849
0.0% of portfolio
|
Q1 2024
Added 135.51%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
325
shares
|
$53,849
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
310
shares
|
$51,363
0.0% of portfolio
|
Q4 2023
Reduced 8.55%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
304
shares
|
$50,369
0.07% of portfolio
|
Q2 2022
Added 19.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
296
shares
|
$49,044
0.0% of portfolio
|
Q3 2024
Added 3600.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
289
shares
|
$47,884
0.0% of portfolio
|
Q3 2024
Added 86.45%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
277
shares
|
$45,896
0.02% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
275
shares
|
$45,564
0.02% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
273
shares
|
$45,233
0.0% of portfolio
|
Q4 2022
Reduced 80.12%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
264
shares
|
$43,742
0.04% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
250
shares
|
$41,422
0.01% of portfolio
|
Q4 2023
Reduced 37.03%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$41,422
0.0% of portfolio
|
Q2 2024
Reduced 20.63%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
248
shares
|
$41,091
0.01% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
245
shares
|
$40,594
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
232
shares
|
$38,440
0.0% of portfolio
|
Q3 2024
Added 64.54%
|