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Vanguard Utilities ETF (VPU) Institutional Ownership

Vanguard Utilities ETF logo
$182.21 +2.16 (+1.20%)
As of 12:30 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Vanguard Utilities ETF (NYSEARCA:VPU)

Number of
Institutional Buyers
(last 12 months)
375
Total
Institutional Inflows
(last 12 months)
$514.32M
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$134.84M
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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
10/16/2026Annex Advisory Services LLC1,447$247K0.0%N/A0.003%
10/16/2026Patriot Investment Management Group Inc.88,926$15.21M0.9%-1.7%0.198%
10/16/2026Columbia Advisory Partners LLC1,380$236K0.1%N/A0.003%
10/15/2026Uptown Financial Advisors LLC3,000$513K0.4%N/A0.007%
10/15/2026Cherry Tree Wealth Management LLC2,204$377K0.1%-10.2%0.005%
10/15/2026Porter White Investment Advisors Inc.29,629$5.07M3.1%+4.6%0.066%
10/15/2026Mather Group LLC.973$166K0.0%N/A0.002%
10/14/2026Triumph Capital Management798$136K0.0%+7.8%0.002%
10/14/2026Baker Ellis Asset Management LLC6,030$1.03M0.1%N/A0.013%
10/14/2026Investment Planning Advisors Inc.3,795$649K0.1%+6.2%0.008%
10/14/2026Lodestone Wealth Management LLC180$31K0.0%N/A0.000%
10/14/2026Focus Financial Network Inc.3,872$662K0.0%-15.8%0.009%
10/14/2026Roberts Wealth Advisors LLC2,149$367K0.1%+26.6%0.005%
10/14/2026Allied Investment Advisors LLC94,010$16.08M1.4%+2.7%0.209%
10/14/2026Signal Advisors Wealth LLC3,303$565K0.0%+144.7%0.007%
10/14/2026Foster Group Inc.4,157$711K0.0%+5.0%0.009%
10/13/2026David Kennon Inc27,761$4.75M1.6%+0.6%0.062%
10/13/2026First Financial Corp IN4,239$725K0.3%-37.7%0.009%
10/13/2026Steel Grove Capital Advisors LLC6,460$1.11M0.1%N/A0.014%
10/13/2026Sax Wealth Advisors LLC8,326$1.42M0.0%+3.9%0.019%
10/13/2026Avior Wealth Management LLC2,533$433K0.0%-9.0%0.006%
10/9/2026Castle Rock Wealth Management LLC9,913$1.77M0.3%-3.3%0.022%
10/9/2026LifeGoal Investments LLC6,616$1.13M0.3%N/A0.015%
10/9/2026First Heartland Consultants Inc.4,973$850K0.1%+4.0%0.011%
10/8/2026Farther Finance Advisors LLC34,647$5.93M0.0%+7.7%0.077%
10/8/2026CoreCap Advisors LLC13,305$2.28M0.1%+16.1%0.030%
10/8/2026Apella Capital LLC1,748$311K0.0%-42.1%0.004%
10/8/2026Valeo Financial Advisors LLC4,270$730K0.0%-6.5%0.010%
10/7/2026Echo45 Advisors LLC1,450$248K0.1%N/A0.003%
10/7/2026MRA Advisory Group25,244$4.32M1.6%+4.5%0.056%
10/7/2026Matrix Trust Co3,138$537K0.1%-15.7%0.007%
10/6/2026Legacy Private Trust Co.1,684$288K0.0%N/A0.004%
10/5/2026Park National Corp OH3,055$522K0.0%-90.5%0.007%
10/5/2026MassMutual Private Wealth & Trust FSB12,675$2.17M0.1%-44.9%0.028%
10/2/2026 CX Institutional5,371$919K0.0%+3.5%0.012%
9/23/2026Envestnet Asset Management Inc.509,148$99.66M0.0%+5.5%1.139%
9/9/2026Sequoia Financial Advisors LLC3,099$607K0.0%-48.4%0.007%
9/9/2026Integrated Wealth Concepts LLC27,728$5.43M0.0%+7.0%0.063%
9/9/2026RFG Advisory LLC6,027$1.18M0.0%+1.6%0.014%
9/9/2026NewEdge Advisors LLC43,979$8.61M0.0%+60.9%0.099%
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9/9/2026IFP Advisors Inc15,520$3.04M0.1%+16.3%0.035%
9/9/2026One Charles Private Wealth Services LLC1,319$258K0.1%+7.5%0.003%
9/8/2026Allworth Financial LP4,251$832K0.0%-30.8%0.010%
9/8/2026Waverly Advisors LLC13,624$2.67M0.0%-4.2%0.031%
8/27/2026Corient Private Wealth LP84,125$16.47M0.0%-17.4%0.190%
8/25/2026Kirkwood Financial Services1,172$229K0.1%N/A0.003%
8/23/2026Ameritas Advisory Services LLC168,766$33.03M0.7%+47.1%0.381%
8/23/2026Kintra Wealth LLC3,768$718K0.0%+3.0%0.009%
8/23/2026Aspire Capital Advisors LLC20,021$3.92M0.8%+1,134.3%0.045%
8/22/2026Noble Wealth Partners LLC2,260$442K0.4%N/A0.005%
8/22/2026Compass Financial Management LLC299$58K0.0%N/A0.001%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC4,123$807K0.3%N/A0.009%
8/22/2026Timbuktu Capital Management LLC10,445$2.04M3.1%N/A0.024%
8/22/2026Investor s Fiduciary Advisor Network LLC3,116$609K0.2%-3.8%0.007%
8/22/2026Tudor Financial Inc.4,689$918K0.4%-47.4%0.011%
8/22/2026TD Waterhouse Canada Inc.19,012$3.68M0.0%-1.5%0.043%
8/22/2026Concurrent Investment Advisors LLC6,693$1.31M0.0%+48.4%0.015%
8/21/2026Strengthening Families & Communities LLC19,381$3.79M0.9%+4.8%0.044%
8/21/2026Tranquilli Financial Advisor LLC19,079$3.73M2.0%-3.4%0.043%
8/21/2026Robbins Farley740$145K0.1%+11.8%0.002%
8/21/2026Coppell Advisory Solutions LLC3,049$597K0.1%N/A0.007%
8/21/2026Nan Shan Life Insurance Co. Ltd.150,369$29.43M0.9%+41.9%0.340%
8/20/2026M Holdings Securities Inc.25,273$4.95M0.7%N/A0.057%
8/20/2026Camelot Portfolios LLC4,966$972K0.6%-2.1%0.011%
8/15/2026First Bancorp Inc ME8,331$1.63M0.6%N/A0.019%
8/12/2026Compass Financial Management LLC299$58K0.0%N/A0.001%
8/12/2026C M Bidwell & Associates Ltd.7,433$433K0.2%N/A0.017%
8/7/2026Trust Co. of Vermont2,443$478K0.0%N/A0.006%
7/21/2026Merit Financial Group LLC4,974$973K0.0%+3.6%0.011%
7/18/2026Cary Street Partners Financial LLC7,062$1.38M0.0%+33.6%0.016%
7/18/2026Merit Financial Group LLC4,974$973K0.0%+3.6%0.011%
7/17/2026Farther Finance Advisors LLC32,181$6.30M0.0%+5.5%0.073%
7/17/2026Camelot Portfolios LLC4,966$972K0.7%-2.1%0.011%
7/15/2026Fifth Third Securities Inc.10,785$2.11M0.1%-3.3%0.024%
7/15/2026Wealth Enhancement Advisory Services LLC25,624$5.03M0.0%+87.2%0.058%
7/14/2026City State Bank6,942$1.36M0.3%+2.5%0.016%
7/14/2026Nova Wealth Management Inc.1,202$235K0.1%+111.6%0.003%
7/10/2026Accel Wealth Management10,764$2.11M0.5%+4.0%0.024%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,312$453K0.1%+43.2%0.005%
7/10/2026FFG Retirement Advisors LLC16,509$3.23M1.7%+1.9%0.037%
7/9/2026Matrix Trust Co3,723$729K0.1%+4.6%0.008%
7/9/2026World Equity Group Inc.2,837$555K0.1%+179.5%0.006%
7/9/2026Focus Financial Network Inc.4,601$901K0.0%-15.0%0.010%
7/9/2026Sax Wealth Advisors LLC8,013$1.59M0.1%+29.3%0.018%
7/9/2026Chemistry Wealth Management LLC2,797$547K0.1%+2.0%0.006%
7/8/2026MRA Advisory Group24,168$4.73M1.7%-0.6%0.055%
7/8/2026Strategic Investment Solutions Inc. IL14,700$2.88M0.7%+10.9%0.033%
7/8/2026First Heartland Consultants Inc.4,781$936K0.1%+1.6%0.011%
7/8/2026Praetorian Wealth Management Inc.17,784$3.48M0.6%+8.0%0.040%
7/8/2026Apella Capital LLC3,018$595K0.0%-4.9%0.007%
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7/8/2026Evanson Financial LLC3,501$685K0.0%N/A0.008%
7/7/2026DMKC Advisory Services LLC22,180$4.34M0.8%+11.4%0.050%
7/7/2026Dynamic Advisor Solutions LLC2,275$445K0.0%+13.5%0.005%
7/7/2026Grant Private Wealth Management Inc1,242$243K0.1%-43.6%0.003%
7/7/2026Avior Wealth Management LLC2,782$544K0.0%+3.0%0.006%
7/7/2026Calder Financial LLC7,899$1.55M1.5%-4.0%0.018%
7/7/2026CoreCap Advisors LLC11,460$2.24M0.1%+6.9%0.026%
7/7/2026Pacific Excel Wealth Advisors Inc.1,700$333K0.1%N/A0.004%
7/7/2026First Financial Corp IN3,945$772K0.3%-2.2%0.009%
7/2/2026MassMutual Private Wealth & Trust FSB13,292$2.60M0.1%+0.4%0.030%


VPU Institutional Ownership - Frequently Asked Questions

During the previous two years, 667 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. ($99.66M), and Wells Fargo & Company MN ($74.15M).Learn more on Vanguard Utilities ETF's institutional investors.

Of the 590 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), 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), Corient Private Wealth LLC ($292.20K), and Laurel Wealth Advisors LLC ($256.74K).

Institutional investors have bought a total of 2,733,905 shares in the last 24 months. This purchase volume represents approximately $514.32M in transactions.

Of the 215 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: Altfest L J & Co. Inc. ($109.59K), Beacon Capital Management Inc. ($75.19K), Vestor Capital LLC ($57.71K), Allied Investment Advisors LLC ($50.42K), Envestnet Portfolio Solutions Inc. ($31.47K), UBS Group AG ($31.05K), and Park National Corp OH ($29.67K).

Institutional investors have sold a total of 716,314 shares in the last 24 months. This volume of shares sold represents approximately $134.84M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:VPU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
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