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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
38,160
shares
|
$6.32 Million
0.31% of portfolio
|
Q4 2024
Added 53.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
37,739
shares
|
$6.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,304
shares
|
$6.18 Million
0.93% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
35,736
shares
|
$5.92 Million
0.21% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
35,351
shares
|
$5.86 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
34,632
shares
|
$5.74 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
34,603
shares
|
$5.73 Million
0.12% of portfolio
|
Q4 2024
Added 20.27%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
34,323
shares
|
$5.69 Million
0.33% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
32,447
shares
|
$5.38 Million
3.39% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
30,892
shares
|
$5.12 Million
0.79% of portfolio
|
Q2 2024
Reduced 32.53%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
30,759
shares
|
$5.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 60.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
30,224
shares
|
$5.01 Million
0.07% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
29,890
shares
|
$4.95 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
29,367
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
28,875
shares
|
$4.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
28,829
shares
|
$4.78 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
28,695
shares
|
$4.75 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,944
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2024
Added 88.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
27,740
shares
|
$4.6 Million
0.02% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
27,731
shares
|
$4.59 Million
0.4% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,141
shares
|
$4.5 Million
0.03% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
26,853
shares
|
$4.45 Million
0.3% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
26,765
shares
|
$4.43 Million
0.79% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,423
shares
|
$4.38 Million
0.09% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
24,433
shares
|
$4.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.46%
|