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Vanguard Utilities ETF (VPU) Institutional Ownership

Vanguard Utilities ETF logo
$197.54 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
408
Total
Institutional Inflows
(last 12 months)
$723.81M
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$228.27M
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VPU Institutional Buying and Selling by Quarter

Vanguard Utilities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 MassMutual Private Wealth & Trust FSB13,292$2.60M0.1%+0.4%0.030%
7/2/2026 CX Institutional5,191$1.02M0.0%-4.9%0.012%
6/30/2026VectorGlobal IAG Inc.4,831$957K0.2%N/A0.011%
6/25/2026Hamilton Wealth LLC31,787$6.30M1.2%+11.2%0.072%
6/12/2026S&A Financial Services Inc.1,396$277K0.2%N/A0.003%
6/10/2026FAS Wealth Partners Inc.958$190K0.0%+487.7%0.002%
6/9/2026Rathbones Group PLC3,250$644K0.0%N/A0.007%
6/3/2026Parallel Advisors LLC2,504$496K0.0%+12.8%0.006%
6/3/2026NewEdge Advisors LLC27,339$5.42M0.0%+88.1%0.062%
6/1/2026Flagship Wealth Advisors LLC4,042$801K0.3%+23.0%0.009%
5/26/2026Glenmede Trust Co. NA1,635$324K0.0%-3.7%0.004%
5/22/2026WNY Asset Management LLC2,421$480K0.0%N/A0.006%
5/21/2026Raab & Moskowitz Asset Management LLC12,364$2.45M0.5%-4.7%0.028%
5/21/2026Vestor Capital LLC57,478$11.39M0.8%+9,810.0%0.131%
5/20/2026Arete Wealth Advisors LLC16,296$3.23M0.2%+1,001.1%0.037%
5/19/2026Western Wealth Management LLC14,841$2.94M0.1%-7.4%0.034%
5/19/2026McIlrath & Eck LLC42,727$8.47M0.6%+1.1%0.097%
5/19/2026Royal Fund Management LLC16,564$3.29M0.3%+9.5%0.038%
5/19/2026Bank of America Corp DE1,042,308$206.52M0.0%+3.8%2.372%
5/19/2026Hamilton Wealth LLC95,361$18.90M1.3%+233.7%0.217%
5/19/2026Unconventional Investor LLC79,437$15.74M7.5%-0.9%0.181%
5/19/2026Centaurus Financial Inc.6,427$1.27M0.1%-10.3%0.015%
5/19/2026Arete Wealth Advisors LLC16,296$3.23M0.2%+1,001.1%0.037%
5/18/2026EverSource Wealth Advisors LLC750$149K0.0%+57.9%0.002%
5/18/2026Royal Bank of Canada182,578$36.18M0.0%-13.8%0.416%
5/16/2026Mittelman Wealth Management23,386$4.63M2.9%+12.4%0.053%
5/16/2026KCM Investment Advisors LLC35,642$7.06M0.2%-2.7%0.081%
5/16/2026Quantinno Capital Management LP17,092$3.39M0.0%+4.1%0.039%
5/15/2026Cardiff Park Advisors LLC457$91K0.0%-70.8%0.001%
5/15/2026Waverly Advisors LLC14,218$2.82M0.0%+1.6%0.032%
5/15/2026Van Den Berg Management I Inc.162$32K0.0%N/A0.000%
5/15/2026Vivaldi Capital Management LP1,530$303K0.0%+13.2%0.003%
5/14/2026Renaissance Technologies LLC5,800$1.15M0.0%N/A0.013%
5/14/2026Compound Planning Inc.4,411$874K0.0%-14.1%0.010%
5/14/2026Lido Advisors LLC73,090$14.48M0.0%+3.9%0.166%
5/13/2026Cetera Investment Advisers188,013$37.25M0.0%+1.4%0.428%
5/13/2026Wealthspire Retirement LLC5,127$1.02M0.1%+5.7%0.012%
5/13/2026American Investment Services Inc.53,259$10.55M2.4%-1.2%0.121%
5/13/2026Signature Equity Partners LLC443$88K0.0%+81.6%0.001%
5/13/2026NewEdge Wealth LLC5,194$1.03M0.0%N/A0.012%
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5/12/2026CacheTech Inc.14,305$2.83M0.5%-1.0%0.033%
5/8/2026PNC Financial Services Group Inc.56,553$11.21M0.0%+0.5%0.129%
5/8/2026One Charles Private Wealth Services LLC1,227$243K0.1%-7.8%0.003%
5/8/2026Cassaday & Co Wealth Management LLC295$58K0.0%N/A0.001%
5/7/2026Carl P. Sherr & Co. LLC7,600$1.51M0.7%-1.7%0.017%
5/7/2026Parallel Advisors LLC2,504$496K0.0%+12.8%0.006%
5/7/2026Nelson Capital Management LLC61,505$12.19M1.5%+0.2%0.140%
5/7/2026World Equity Group Inc.1,015$201K0.1%N/A0.002%
5/7/2026Hershey Financial Advisers LLC8,706$1.73M1.5%-8.9%0.020%
5/6/2026Ranch Capital Advisors Inc.1,383$274K0.1%N/A0.003%
5/6/2026Kesler Norman & Wride LLC3,970$787K0.1%N/A0.009%
5/6/2026FSA Advisors Inc.1,738$344K0.2%-19.8%0.004%
5/6/2026Assetmark Inc.7,267$1.44M0.0%-20.2%0.017%
5/6/2026Main Street Group LTD245$49K0.0%N/A0.001%
5/6/2026Avalon Trust Co700$139K0.0%-52.0%0.002%
5/6/2026Independent Financial Group LLC12,918$2.56M0.1%N/A0.029%
5/6/2026BCM Advisors LLC2,344$470K0.1%-26.9%0.005%
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%
5/5/2026Sterling Investment Advisors Ltd.18,832$3.73M0.6%-0.8%0.043%
5/5/2026Sigma Planning Corp9,835$1.95M0.1%-65.8%0.022%
5/4/2026Retirement Planning Group LLC10,386$2.06M0.1%-1.2%0.024%
5/4/2026Bryn Mawr Trust Advisors LLC31,838$6.31M0.3%-2.3%0.072%
5/4/2026Citizens National Bank Trust Department997$198K0.0%+555.9%0.002%
5/2/2026International Assets Investment Management LLC5,646$1.12M0.0%+81.7%0.013%
5/2/2026Anchor Investment Management LLC6,812$1.35M0.1%+13.7%0.016%
5/2/2026Silver Oak Advisory Group Inc.1,325$262K0.1%N/A0.003%
5/2/2026Diversify Wealth Management LLC1,911$378K0.0%+2.9%0.004%
5/2/2026Valmark Advisers Inc.3,231$640K0.0%-8.5%0.007%
5/1/2026Fifth Third Bancorp22,055$4.37M0.0%+60.2%0.050%
5/1/2026American Trust5,091$1.01M0.1%+34.9%0.012%
4/30/2026Hegarty Advisors LLC1,940$384K0.3%-8.1%0.004%
4/30/2026Stronghold Wealth Management L.L.C.1,702$337K0.5%-8.5%0.004%
4/30/2026Kestra Advisory Services LLC36,614$7.26M0.0%+40.6%0.083%
4/29/2026Axxcess Wealth Management LLC3,856$764K0.0%-28.3%0.009%
4/29/2026Saxon Interests Inc.5,105$1.01M0.3%-27.8%0.012%
4/29/2026 KERR FINANCIAL PLANNING Corp231$46K0.1%-53.0%0.001%
4/29/2026Interactive Financial Advisors Inc.4,572$906K0.6%+7.2%0.010%
4/29/2026Dumont & Blake Investment Advisors LLC12,937$2.56M0.6%-2.0%0.029%
4/28/2026Ascentis Independent Advisors275$54K0.0%N/A0.001%
4/28/2026WBH Advisory Inc.11,979$2.38M0.2%-11.7%0.027%
4/27/2026Arrien Investments Inc.1,065$211K0.1%N/A0.002%
4/27/2026World Investment Advisors8,175$1.62M0.0%+3.8%0.019%
4/27/2026Private Advisor Group LLC51,389$10.18M0.0%-16.8%0.117%
4/27/2026Y Intercept Hong Kong Ltd1,552$308K0.0%-21.6%0.004%
4/27/2026Sharp Wealth Advisory LLC2,375$471K0.2%+4.4%0.005%
4/25/2026Seamount Financial Group Inc.3,817$756K0.3%-2.7%0.009%
4/24/2026Family Investment Center Inc.1,072$212K0.0%N/A0.002%
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4/24/2026Mitchell Mcleod Pugh & Williams Inc.1,785$354K0.1%+4.4%0.004%
4/24/2026Columbia Advisory Partners LLC1,274$252K0.2%N/A0.003%
4/23/2026Kohmann Bosshard Financial Services LLC171$34K0.0%+905.9%0.000%
4/23/2026Cross Staff Investments Inc2,641$523K0.3%-13.9%0.006%
4/23/2026Flagstar Advisors Inc.11,336$2.25M0.8%-5.8%0.026%
4/23/2026Moss Adams Wealth Advisors LLC25,569$5.07M0.4%-0.3%0.058%
4/23/2026Comprehensive Money Management Services LLC16,128$3.20M2.1%-2.0%0.037%
4/23/2026Bigelow Investment Advisors LLC11,679$2.31M0.9%-11.4%0.027%
4/23/2026Apollon Financial LLC27,078$5.37M0.7%+13.6%0.062%
4/23/2026Apollon Wealth Management LLC1,396$277K0.0%-3.9%0.003%


VPU Institutional Ownership - Frequently Asked Questions

During the previous two years, 677 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 ($206.52M), 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.

Of the 601 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 ($395.94K), Raymond James Financial Inc. ($347.82K), and Corient Private Wealth LLC ($292.20K).

Institutional investors have bought a total of 3,946,998 shares in the last 24 months. This purchase volume represents approximately $723.81M in transactions.

Of the 251 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. ($173.11K), Envestnet Asset Management Inc. ($131.52K), Altfest L J & Co. Inc. ($109.59K), Vestor Capital LLC ($104.17K), TIAA Trust National Association ($91.60K), Cetera Investment Advisers ($52.17K), and Allied Investment Advisors LLC ($50.42K).

Institutional investors have sold a total of 1,239,540 shares in the last 24 months. This volume of shares sold represents approximately $228.27M in transactions.


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This page (NYSEARCA:VPU) was last updated on 7/6/2026 by MarketBeat.com Staff.
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