Free Trial

Vanguard Utilities ETF (VPU) Institutional Ownership

Vanguard Utilities ETF logo
$200.54 +0.03 (+0.01%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Utilities ETF (NYSEARCA:VPU)

Number of
Institutional Buyers
(last 12 months)
416
Total
Institutional Inflows
(last 12 months)
$755.25M
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$378.61M
Get VPU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Utilities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VPU Institutional Buying and Selling by Quarter

Vanguard Utilities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Wealthfront Advisers LLC7,116$1.41M0.0%-17.5%0.016%
5/5/2026D.A. Davidson & CO.2,825$560K0.0%+1.8%0.006%
5/5/2026Geneos Wealth Management Inc.2,739$543K0.0%+6.4%0.006%
5/5/2026Sanctuary Advisors LLC4,220$836K0.0%-16.2%0.010%
5/5/2026 Sterling Investment Advisors Ltd.18,832$3.73M0.6%-0.8%0.043%
5/5/2026 Sigma Planning Corp9,835$1.95M0.1%-65.8%0.022%
5/4/2026 Retirement Planning Group LLC10,386$2.06M0.1%-1.2%0.024%
5/4/2026 Bryn Mawr Trust Advisors LLC31,838$6.31M0.3%-2.3%0.072%
5/4/2026 Citizens National Bank Trust Department997$198K0.0%+555.9%0.002%
5/2/2026 International Assets Investment Management LLC5,646$1.12M0.0%+81.7%0.013%
5/2/2026 Anchor Investment Management LLC6,812$1.35M0.1%+13.7%0.016%
5/2/2026 Silver Oak Advisory Group Inc.1,325$262K0.1%N/A0.003%
5/2/2026 Diversify Wealth Management LLC1,911$378K0.0%+2.9%0.004%
5/2/2026 Valmark Advisers Inc.3,231$640K0.0%-8.5%0.007%
5/1/2026 Fifth Third Bancorp22,055$4.37M0.0%+60.2%0.050%
5/1/2026 American Trust5,091$1.01M0.1%+34.9%0.012%
4/30/2026 Hegarty Advisors LLC1,940$384K0.3%-8.1%0.004%
4/30/2026 Stronghold Wealth Management L.L.C.1,702$337K0.5%-8.5%0.004%
4/30/2026 Kestra Advisory Services LLC36,614$7.26M0.0%+40.6%0.083%
4/29/2026 Axxcess Wealth Management LLC3,856$764K0.0%-28.3%0.009%
4/29/2026 Saxon Interests Inc.5,105$1.01M0.3%-27.8%0.012%
4/29/2026 KERR FINANCIAL PLANNING Corp231$46K0.1%-53.0%0.001%
4/29/2026 Interactive Financial Advisors Inc.4,572$906K0.6%+7.2%0.010%
4/29/2026 Dumont & Blake Investment Advisors LLC12,937$2.56M0.6%-2.0%0.029%
4/28/2026 Ascentis Independent Advisors275$54K0.0%N/A0.001%
4/28/2026 WBH Advisory Inc.11,979$2.38M0.2%-11.7%0.027%
4/27/2026 Arrien Investments Inc.1,065$211K0.1%N/A0.002%
4/27/2026 World Investment Advisors8,175$1.62M0.0%+3.8%0.019%
4/27/2026 Private Advisor Group LLC51,389$10.18M0.0%-16.8%0.117%
4/27/2026 Y Intercept Hong Kong Ltd1,552$308K0.0%-21.6%0.004%
4/27/2026 Sharp Wealth Advisory LLC2,375$471K0.2%+4.4%0.005%
4/25/2026 Seamount Financial Group Inc.3,817$756K0.3%-2.7%0.009%
4/24/2026 Family Investment Center Inc.1,072$212K0.0%N/A0.002%
4/24/2026 Mitchell Mcleod Pugh & Williams Inc.1,785$354K0.1%+4.4%0.004%
4/24/2026 Columbia Advisory Partners LLC1,274$252K0.2%N/A0.003%
4/23/2026 Kohmann Bosshard Financial Services LLC171$34K0.0%+905.9%0.000%
4/23/2026 Cross Staff Investments Inc2,641$523K0.3%-13.9%0.006%
4/23/2026 Flagstar Advisors Inc.11,336$2.25M0.8%-5.8%0.026%
4/23/2026 Moss Adams Wealth Advisors LLC25,569$5.07M0.4%-0.3%0.058%
4/23/2026 Comprehensive Money Management Services LLC16,128$3.20M2.1%-2.0%0.037%
4/23/2026 Bigelow Investment Advisors LLC11,679$2.31M0.9%-11.4%0.027%
4/23/2026 Apollon Financial LLC27,078$5.37M0.7%+13.6%0.062%
4/23/2026 Apollon Wealth Management LLC1,396$277K0.0%-3.9%0.003%
4/22/2026 Janney Montgomery Scott LLC51,840$10.27M0.0%+9.6%0.118%
4/22/2026 MRA Advisory Group24,312$4.82M2.0%+10.5%0.055%
4/22/2026 River Street Advisors LLC3,998$792K0.3%-4.3%0.009%
4/21/2026 OLD Second National Bank of Aurora7,720$1.53M0.3%-3.4%0.018%
4/21/2026 Laurel Oak Wealth Management LLC7,127$1.41M0.2%+5.1%0.016%
4/21/2026 Christine Messmer PC1,271$252K0.2%-5.1%0.003%
4/21/2026 Maltin Wealth Management Inc.5,873$1.16M0.4%+17.1%0.013%
4/21/2026 Tower View Wealth Management LLC232$46K0.0%+186.4%0.001%
4/20/2026 Christensen King & Associates Investment Services Inc.4,174$827K0.4%+8.9%0.009%
4/20/2026 Kestra Private Wealth Services LLC5,177$1.03M0.0%-4.3%0.012%
4/20/2026 Hilton Head Capital Partners LLC2,913$577K0.3%+5.0%0.007%
4/20/2026 Blue Trust Inc.1,259$249K0.0%+37.0%0.003%
4/20/2026 RFG Advisory LLC5,933$1.18M0.0%+13.9%0.014%
4/20/2026 Apella Capital LLC3,175$634K0.0%-12.2%0.007%
4/18/2026 CENTRAL TRUST Co7,759$1.54M0.0%-3.1%0.018%
4/18/2026 BCS Wealth Management1,145$227K0.0%-50.0%0.003%
4/17/2026 Robbins Farley662$131K0.1%+25.9%0.002%
4/17/2026 Brookstone Capital Management12,274$2.43M0.0%+6.5%0.028%
4/17/2026 Roble Belko & Company Inc1,150$228K0.0%N/A0.003%
4/16/2026 Swisher Financial Concepts Inc.1,658$329K0.2%-2.9%0.004%
4/16/2026 Park National Corp OH3,188$632K0.0%-6.8%0.007%
4/16/2026 McClarren Financial Advisors Inc.2,927$580K0.3%+53.2%0.007%
3/17/2026Cornerstone Planning LLC4,325$801K0.2%N/A0.010%
3/17/2026Rockefeller Capital Management L.P.203,334$37.63M0.1%+1.5%0.478%
3/13/2026 World Investment Advisors7,872$1.46M0.0%+12.4%0.019%
3/9/2026Corient Private Wealth LLC105,285$19.48M0.0%+418.8%0.248%
3/4/2026SHP Wealth Management3,382$626K0.0%N/A0.008%
2/27/2026 Strategic Investment Solutions Inc. IL9,848$1.82M0.4%+15.0%0.023%
2/26/2026 Anchor Investment Management LLC5,992$1.11M0.1%-1.1%0.014%
2/19/2026Hamilton Wealth LLC28,581$5.29M1.0%+5.0%0.067%
2/19/2026Compound Planning Inc.5,135$950K0.0%+6.4%0.012%
2/19/2026 Axxcess Wealth Management LLC5,381$996K0.0%-4.4%0.013%
2/19/2026Corient Private Wealth LLC119,030$22.03M0.0%+486.5%0.280%
2/19/2026Jacobs Equity LLC1,333$247K0.2%N/A0.003%
2/18/2026First Commonwealth Financial Corp PA 3,328$616K0.1%-3.1%0.008%
2/18/2026Mercer Global Advisors Inc. ADV29,809$5.52M0.0%+0.4%0.070%
2/18/2026Wealthspire Retirement LLC4,852$898K0.1%+5.3%0.011%
2/18/2026Beacon Pointe Advisors LLC26,389$4.88M0.0%+142.9%0.062%
2/18/2026EP Wealth Advisors LLC4,217$780K0.0%N/A0.010%
2/18/2026NewEdge Advisors LLC14,531$2.69M0.0%+21.2%0.034%
2/18/2026Crusonia Wealth Advisors LLC4,296$795K0.2%N/A0.010%
2/18/2026Hershey Financial Advisers LLC9,560$1.77M1.5%-3.7%0.022%
2/18/2026Quadrature Capital Ltd79,615$14.73M0.2%N/A0.187%
2/18/2026Main Street Financial Solutions LLC14,023$2.60M0.2%+15.7%0.033%
2/18/2026IHT Wealth Management LLC4,198$777K0.0%-2.7%0.010%
2/18/2026Gotham Asset Management LLC2,344$434K0.0%+102.2%0.006%
2/18/2026Asset One Wealth Management LLC3,329$617K0.1%N/A0.008%
2/18/2026 American Trust3,774$698K0.1%-1.5%0.009%
2/17/2026 Integrated Advisors Network LLC1,107$205K0.0%N/A0.003%
2/17/2026Cetera Investment Advisers185,382$34.30M0.0%+0.1%0.436%
2/17/2026Colter Lewis Investment Partners LLC2,700$500K0.6%N/A0.006%
2/17/2026Hilltop Holdings Inc.2,094$387K0.0%-70.8%0.005%
2/17/2026Equitable Holdings Inc.10,085$1.87M0.0%+25.5%0.024%
2/17/2026Kovack Advisors Inc.2,799$518K0.0%+44.1%0.007%
2/17/2026Jump Financial LLC7,497$1.39M0.0%N/A0.018%
2/17/2026Osaic Holdings Inc.230,614$42.72M0.1%-1.0%0.543%
2/17/2026Advisory Services Network LLC5,740$1.06M0.0%+1.1%0.014%


VPU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VPU shares?

During the previous two years, 670 institutional investors and hedge funds held shares of Vanguard Utilities ETF. The most heavily invested institutionals were Morgan Stanley ($212.04M), Bank of America Corp DE ($190.60M), LPL Financial LLC ($165.27M), Northwestern Mutual Wealth Management Co. ($124.72M), Beacon Capital Management Inc. ($104.35M), Envestnet Asset Management Inc. ($98.19M), and Wells Fargo & Company MN ($74.15M).Learn more on Vanguard Utilities ETF's institutional investors.

Which institutional investors have been buying Vanguard Utilities ETF's stock?

Of the 596 institutional investors that purchased Vanguard Utilities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthfront Advisers LLC ($4.58M), Northwestern Mutual Wealth Management Co. ($639.05K), New England Private Wealth Advisors LLC ($474.11K), Beacon Capital Management Inc. ($472.11K), Bank of America Corp DE ($357.51K), Raymond James Financial Inc. ($347.82K), and Corient Private Wealth LLC ($292.20K).

How much institutional buying is happening at Vanguard Utilities ETF?

Institutional investors have bought a total of 4,173,469 shares in the last 24 months. This purchase volume represents approximately $755.25M in transactions.

Which of Vanguard Utilities ETF's major shareholders have been selling company stock?

Of the 264 institutional investors that sold Vanguard Utilities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($902.57K), Envestnet Asset Management Inc. ($131.52K), Altfest L J & Co. Inc. ($109.59K), Vestor Capital LLC ($104.38K), TIAA Trust National Association ($91.60K), Cetera Investment Advisers ($52.17K), and Allied Investment Advisors LLC ($50.42K).

How much institutional selling is happening at Vanguard Utilities ETF?

Institutional investors have sold a total of 2,126,330 shares in the last 24 months. This volume of shares sold represents approximately $378.61M in transactions.



This page (NYSEARCA:VPU) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners