Vanguard Utilities ETF (VPU) Institutional Ownership

$143.23
-1.46 (-1.01%)
(As of 10:15 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
264
Total
Institutional Inflows
(last 12 months)
$792.30M
Number of
Institutional Sellers
(last 12 months)
224
Total
Institutional Outflows
(last 12 months)
$370.37M
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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
4/25/2024Cambridge Investment Research Advisors Inc.155,778$22.21M0.1%+3.2%0.433%
4/24/2024Leavell Investment Management Inc.3,605$514K0.0%-18.2%0.010%
4/24/2024Newbridge Financial Services Group Inc.961$137K0.1%-44.7%0.003%
4/24/2024Arlington Capital Management Inc.2,885$411K0.3%N/A0.008%
4/24/2024Trinity Legacy Partners LLC8,888$1.27M0.4%+56.8%0.025%
4/24/2024Dakota Wealth Management32,535$4.64M0.1%-4.7%0.090%
4/24/2024Simplicity Wealth LLC6,826$973K0.0%N/A0.019%
4/24/2024Archford Capital Strategies LLC5,807$828K0.1%-10.5%0.016%
4/24/2024Spire Wealth Management5,076$724K0.0%-3.4%0.014%
4/24/2024Gunma Bank Ltd.69,000$9.84M5.2%+40.8%0.192%
4/23/2024 Charter Oak Capital Management LLC8,272$1.18M0.1%-3.9%0.023%
4/23/2024 Global Retirement Partners LLC2,169$309K0.0%-21.9%0.006%
4/23/2024 Venturi Wealth Management LLC367$52K0.0%+3,236.4%0.001%
4/23/2024 Fifth Third Bancorp13,621$1.94M0.0%-2.9%0.038%
4/23/2024 McAdam LLC4,198$598K0.0%-15.5%0.012%
4/23/2024 Raymond James Financial Services Advisors Inc.65,228$9.30M0.0%+11.7%0.181%
4/22/2024 PFG Investments LLC5,609$800K0.0%N/A0.016%
4/22/2024 Raymond James & Associates57,160$8.15M0.0%-4.2%0.159%
4/19/2024 RBA Wealth Management LLC1,431$204K0.1%N/A0.004%
4/19/2024 Accel Wealth Management6,576$938K0.4%+11.1%0.018%
4/19/2024 Valley National Advisers Inc.500$71K0.0%-59.8%0.001%
4/19/2024 Stapp Wealth Management Pllc15,232$2.17M3.8%+32.2%0.042%
4/18/2024 Exchange Capital Management Inc.19,584$2.79M0.5%+1.1%0.054%
4/18/2024 Panoramic Investment Advisors LLC1,852$264K0.2%-16.0%0.005%
4/18/2024 Steele Capital Management Inc.5,644$805K0.0%-13.7%0.016%
4/18/2024 O ROURKE & COMPANY Inc2,679$382K0.2%+20.7%0.007%
4/18/2024 Fifth Third Securities Inc.16,787$2.39M0.2%-25.4%0.047%
4/18/2024 Compass Ion Advisors LLC8,548$1.22M0.2%-1.7%0.024%
4/17/2024 Dumont & Blake Investment Advisors LLC13,125$1.87M0.5%+0.9%0.036%
4/17/2024 River Street Advisors LLC4,116$587K0.4%+6.2%0.011%
4/17/2024 Atticus Wealth Management LLC973$139K0.0%-14.7%0.003%
4/17/2024Baker Ellis Asset Management LLC7,600$1.08M0.2%-7.3%0.021%
4/17/2024 Meridian Financial Partners LLC2,715$369K0.5%+4.2%0.008%
4/16/2024 OneAscent Wealth Management LLC2,224$317K0.1%+31.2%0.006%
4/16/2024 Register Financial Advisors LLC186$27K0.0%N/A0.001%
4/16/2024 Maltin Wealth Management Inc.3,892$555K0.3%+2.0%0.011%
4/16/2024 Wealth Enhancement Advisory Services LLC3,869$552K0.0%+2.3%0.011%
4/15/2024 Wealthcare Advisory Partners LLC2,772$395K0.0%+11.7%0.008%
4/15/2024 Sovereign Financial Group Inc.8,185$1.17M0.3%-1.4%0.023%
4/15/2024 Brookstone Capital Management6,709$957K0.0%-4.1%0.019%
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4/15/2024 Atlas Capital Advisors LLC1,667$238K0.0%+38.2%0.005%
4/15/2024 Flagstar Advisors Inc.11,993$1.71M0.5%+17.5%0.033%
4/15/2024 First National Corp MA ADV52,804$7.24M1.8%-0.3%0.147%
4/13/2024 First Financial Corp IN5,414$772K0.4%-4.4%0.015%
4/13/2024 Evanson Asset Management LLC2,552$364K0.0%-35.6%0.007%
4/13/2024 Retirement Planning Group LLC3,538$504K0.0%+126.8%0.010%
4/12/2024 Dynamic Advisor Solutions LLC15,706$2.24M0.1%-4.9%0.044%
4/11/2024 Royal Fund Management LLC10,373$1.48M0.1%+14.1%0.029%
4/11/2024 Bridge Creek Capital Management LLC1,978$282K0.1%+17.0%0.005%
4/11/2024 Beacon Capital Management Inc.1,169,917$165.87M6.9%+2,772.3%3.249%
4/11/2024 International Assets Investment Management LLC7,977$1.13M0.0%+186.3%0.022%
4/11/2024 City State Bank5,461$779K0.3%+12.2%0.015%
4/11/2024 Allied Investment Advisors LLC126,907$18.09M4.4%+8.6%0.352%
4/11/2024 Shilanski & Associates Inc.18,679$2.66M0.9%-1.1%0.052%
4/10/2024 CVA Family Office LLC3,970$566K0.1%-7.5%0.011%
4/10/2024 Banque Cantonale Vaudoise5,692$812K0.0%+722.5%0.016%
4/9/2024 Foster Group Inc.5,674$809K0.0%+5.6%0.016%
4/9/2024 Massmutual Trust Co. FSB ADV12,268$1.75M0.1%+2.2%0.034%
4/5/2024 NBC Securities Inc.264$37K0.0%-34.2%0.001%
4/2/2024 ST Germain D J Co. Inc.460$66K0.0%-16.7%0.001%
4/1/2024 Park National Corp OH6,405$913K0.0%-5.0%0.018%
3/28/2024Newbridge Financial Services Group Inc.1,737$238K0.1%-9.5%0.005%
3/22/2024PNC Financial Services Group Inc.66,730$9.15M0.0%-11.7%0.185%
3/21/2024 Ariston Services Group17,276$2.37M2.3%N/A0.048%
3/15/2024B. Riley Wealth Advisors Inc.17,004$2.33M0.1%+10.0%0.047%
3/13/2024MONECO Advisors LLC1,756$241K0.0%N/A0.005%
3/8/2024ICA Group Wealth Management LLC320$44K0.0%N/A0.001%
3/6/2024SageView Advisory Group LLC1,566$208K0.0%-23.2%0.004%
2/28/2024EP Wealth Advisors LLC4,701$644K0.0%-23.0%0.013%
2/26/2024Centaurus Financial Inc.8,673$1.19M0.1%-3.4%0.024%
2/21/2024American Trust2,757$378K0.0%+5.1%0.008%
2/21/2024Novak & Powell Financial Services Inc.5,579$772K0.5%N/A0.015%
2/20/2024GLOBALT Investments LLC GA3,290$451K0.0%N/A0.009%
2/15/2024Freedom Investment Management Inc.40,084$5.49M0.4%-25.2%0.111%
2/14/2024Elevate Wealth Advisory Inc.2,547$349K0.3%N/A0.007%
2/14/2024Visionary Wealth Advisors11,045$1.51M0.1%+381.9%0.031%
2/14/2024SWAN Capital LLC11,380$1.56M1.0%+43.0%0.032%
2/13/2024Cetera Advisor Networks LLC30,171$4.14M0.0%-65.9%0.084%
2/13/2024CWA Asset Management Group LLC1,466$201K0.0%-31.5%0.004%
2/12/2024American Investment Services Inc.62,143$8.52M1.6%-1.3%0.173%
2/12/2024Relative Value Partners Group LLC2,215$304K0.0%-10.1%0.006%
2/12/2024Fiduciary Trust Co18,553$2.54M0.0%-3.3%0.052%
2/12/2024Focus Financial Network Inc. ADV2,141$293K0.0%N/A0.006%
2/12/2024Stifel Financial Corp55,544$7.61M0.0%+35.2%0.154%
2/12/2024Steward Partners Investment Advisory LLC11,536$1.58M0.0%+2.5%0.032%
2/12/2024Madden Advisory Services Inc.10,954$1.50M0.8%+8.4%0.030%
2/12/2024Cape Investment Advisory Inc.299$41K0.0%-75.3%0.001%
2/12/2024Unconventional Investor LLC85,745$11.75M9.3%+3.2%0.238%
2/9/2024Founders Financial Alliance LLC6,480$888K0.3%-7.1%0.018%
2/9/2024Advisory Services Network LLC5,743$787K0.0%+32.6%0.016%
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2/9/2024Cambridge Investment Research Advisors Inc.150,923$20.69M0.1%-3.4%0.419%
2/9/2024Corient Private Wealth LLC120,308$16.49M0.0%-5.7%0.334%
2/9/2024D.A. Davidson & CO.3,203$439K0.0%-14.7%0.009%
2/9/2024Wells Fargo & Company MN318,375$43.64M0.0%+12.6%0.884%
2/9/2024Thoroughbred Financial Services LLC2,022$277K0.0%-28.6%0.006%
2/9/2024UBS Group AG311,149$42.65M0.0%+22.9%0.864%
2/9/2024PNC Financial Services Group Inc.66,730$9.15M0.0%-11.7%0.185%
2/8/2024 Main Street Financial Solutions LLC4,723$647K0.1%-4.0%0.013%
2/8/2024Atlantic Edge Private Wealth Management LLC450$62K0.0%N/A0.001%
2/8/2024First Heartland Consultants Inc.3,832$525K0.1%+8.1%0.011%
(Data available from 1/1/2016 forward)

VPU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VPU shares?

During the previous two years, 529 institutional investors and hedge funds held shares of Vanguard Utilities ETF. The most heavily invested institutionals were Beacon Capital Management Inc. ($165.87M), Bank of America Corp DE ($105.84M), Envestnet Asset Management Inc. ($91.27M), LPL Financial LLC ($76.39M), Northwestern Mutual Wealth Management Co. ($67.27M), Empower Advisory Group LLC ($44.06M), and Wells Fargo & Company MN ($43.64M).Learn more on VPU's institutional investors.

Which institutional investors have been buying Vanguard Utilities ETF stock?

Of the 459 institutional investors that purchased Vanguard Utilities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Capital Management Inc. ($2.24M), Exchange Traded Concepts LLC ($1.82M), Envestnet Asset Management Inc. ($599.04K), International Assets Investment Management LLC ($429.12K), Empower Advisory Group LLC ($333.80K), EP Wealth Advisors LLC ($331.51K), and BCM Advisors LLC ($201.72K).

How much institutional buying is happening at Vanguard Utilities ETF?

Institutional investors have bought a total of 10,527,247 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

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

Of the 310 institutional investors that sold Vanguard Utilities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($2.52M), Envestnet Asset Management Inc. ($495.66K), Advisor Group Holdings Inc. ($240.50K), Bank of America Corp DE ($209.19K), PGIM Custom Harvest LLC ($205.74K), BCM Advisors LLC ($197.97K), and First National Corp MA ADV ($166.84K).

How much institutional selling is happening at Vanguard Utilities ETF?

Institutional investors have sold a total of 6,271,441 shares in the last 24 months. This volume of shares sold represents approximately $911.51M in transactions.


This page (NYSEARCA:VPU) was last updated on 4/25/2024 by MarketBeat.com Staff

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