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 $1.78 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baker Ellis Asset Management LLC
|
Apr 17, 2024 Q1 2024 |
7,600
shares
|
$1.12 Million
0.16% of portfolio
|
Q1 2024
Reduced 7.32%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
7,515
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2024
Reduced 13.35%
|
|
Tranquility Partners, LLC
|
May 07, 2024 Q1 2024 |
7,475
shares
|
$1.11 Million
0.42% of portfolio
|
Q1 2024
Added 0.82%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
7,350
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2023
Added 119.4%
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Apr 29, 2024 Q1 2024 |
7,214
shares
|
$1.07 Million
0.65% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
Woodward Diversified Capital, LLC
|
Apr 30, 2024 Q1 2024 |
7,163
shares
|
$1.06 Million
0.67% of portfolio
|
Q1 2024
New holding
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2024 Q1 2024 |
7,155
shares
|
$1.06 Million
0.54% of portfolio
|
Q1 2024
Added 2.24%
|
|
Carl P. Sherr & Co., LLC
|
May 02, 2024 Q1 2024 |
7,136
shares
|
$1.06 Million
0.57% of portfolio
|
Q1 2024
Added 0.01%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,127
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2023
Reduced 8.89%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,045
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2023
Reduced 63.54%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
6,856
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2024
Reduced 24.16%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
6,841
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2024
Added 45.52%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
6,826
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
6,826
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
6,709
shares
|
$992,395
0.02% of portfolio
|
Q1 2024
Reduced 4.14%
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,593
shares
|
$975,236
1.16% of portfolio
|
Q3 2022
Reduced 49.92%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
6,589
shares
|
$974,644
0.1% of portfolio
|
Q1 2024
Added 39.51%
|
|
Accel Wealth Management
|
Apr 19, 2024 Q1 2024 |
6,576
shares
|
$972,721
0.41% of portfolio
|
Q1 2024
Added 11.06%
|
|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
6,497
shares
|
$961,036
0.06% of portfolio
|
Q1 2024
Added 164.75%
|
|
Guild Investment Management, Inc.
|
Apr 26, 2024 Q1 2024 |
6,490
shares
|
$960,000
1.24% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
6,483
shares
|
$958,965
0.28% of portfolio
|
Q1 2024
Added 0.05%
|
|
Park National Corp
|
Apr 01, 2024 Q1 2024 |
6,405
shares
|
$947,427
0.04% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
6,303
shares
|
$932,339
0.21% of portfolio
|
Q1 2024
Reduced 3.89%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
6,292
shares
|
$930,712
0.0% of portfolio
|
Q1 2024
Reduced 54.94%
|
|
First Bancorp, Inc
|
Apr 15, 2024 Q1 2024 |
6,257
shares
|
$925,535
0.68% of portfolio
|
Q1 2024
Reduced 0.87%
|