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Vanguard Utilities ETF (VPU) Institutional Ownership

Vanguard Utilities ETF logo
$168.47 +0.13 (+0.08%)
Closing price 04/15/2025 04:10 PM Eastern
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$168.34 -0.13 (-0.07%)
As of 07:10 AM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Utilities ETF (NYSEARCA:VPU)

Number of
Institutional Buyers
(last 12 months)
361
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$102.57M
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VPU Institutional Buying and Selling by Quarter

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Vanguard Utilities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025GPS Wealth Strategies Group LLC1,077$184K0.0%+472.9%0.002%
4/15/2025Fifth Third Bancorp12,946$2.21M0.0%-4.2%0.022%
4/15/2025Paladin Advisory Group LLC280$48K0.0%-26.3%0.000%
4/15/2025Ulland Investment Advisors LLC245$42K0.0%-51.3%0.000%
4/15/2025Focus Financial Network Inc.2,382$407K0.0%+6.8%0.004%
4/15/2025Columbia Advisory Partners LLC1,714$293K0.3%N/A0.003%
4/15/2025CX Institutional8,469$1.45M0.1%-18.8%0.015%
4/15/2025Wealthcare Advisory Partners LLC1,833$313K0.0%+16.2%0.003%
4/14/2025 Pallas Capital Advisors LLC58,529$10.00M0.4%+7.6%0.100%
4/14/2025 Farther Finance Advisors LLC13,617$2.33M0.1%+47.7%0.023%
4/14/2025 Moss Adams Wealth Advisors LLC20,363$3.48M0.4%+1,155.4%0.035%
4/14/2025 Centricity Wealth Management LLC777$133K0.1%+33.3%0.001%
4/14/2025 Capital Investment Advisors LLC1,174$200K0.0%N/A0.002%
4/14/2025 Meridian Financial Partners LLC2,650$453K0.2%-14.3%0.005%
4/14/2025 Flagship Private Wealth LLC2,584$441K0.2%-3.9%0.004%
4/14/2025 FFG Retirement Advisors LLC14,440$2.47M1.7%-39.6%0.025%
4/11/2025 Piscataqua Savings Bank6,184$1.06M0.9%+1.5%0.011%
4/11/2025 Joule Financial LLC14,041$2.40M0.8%+10.1%0.024%
4/11/2025 Sulzberger Capital Advisors Inc.4,626$790K1.0%-35.6%0.008%
4/11/2025 City State Bank5,606$958K0.3%+2.4%0.010%
4/11/2025 First National Corp MA ADV44,976$7.68M1.7%+162.6%0.077%
4/11/2025 DHK Financial Advisors Inc.19,310$3.30M1.8%+0.7%0.033%
4/11/2025 SeaCrest Wealth Management LLC1,412$241K0.0%N/A0.002%
4/11/2025 Pinnacle Wealth Management Group Inc.13,717$2.34M1.6%N/A0.024%
4/11/2025 MRA Advisory Group20,975$3.58M1.9%+9.2%0.036%
4/11/2025 Armstrong Fleming & Moore Inc1,940$331K0.4%N/A0.003%
4/10/2025 Retirement Planning Group LLC3,359$574K0.0%+11.6%0.006%
4/10/2025 Maltin Wealth Management Inc.4,436$758K0.4%+4.4%0.008%
4/10/2025 Accel Wealth Management9,635$1.65M0.6%-4.2%0.017%
4/10/2025 First Financial Corp IN4,686$800K0.4%+6.8%0.008%
4/10/2025 Bridge Creek Capital Management LLC2,497$427K0.1%-10.0%0.004%
4/9/2025 Swisher Financial Concepts Inc.1,697$290K0.2%+37.4%0.003%
4/9/2025 Merit Financial Group LLC3,244$554K0.0%+23.3%0.006%
4/9/2025 Flagstar Advisors Inc.12,153$2.08M0.5%+4.5%0.021%
4/9/2025 Graves Light Lenhart Wealth Inc.1,912$327K0.0%-9.5%0.003%
4/9/2025 Sweeney & Michel LLC4,631$733K0.3%N/A0.008%
4/9/2025 NBC Securities Inc.161$27K0.0%N/A0.000%
4/8/2025 Allied Investment Advisors LLC137,094$23.42M4.4%+4.4%0.235%
4/8/2025 Myecfo LLC2,332$398K0.2%-5.7%0.004%
4/8/2025 Rothschild Investment LLC4,490$767K0.1%+1.8%0.008%
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4/8/2025 Parallel Advisors LLC2,496$426K0.0%-5.3%0.004%
4/7/2025 GAMMA Investing LLC67,812$11.58M0.0%+16,981.1%0.116%
4/2/2025 Park National Corp OH4,038$690K0.0%+3.5%0.007%
4/1/2025 MassMutual Private Wealth & Trust FSB13,217$2.26M0.1%+5.8%0.023%
3/24/2025Fulcrum Equity Management4,238$693K0.7%N/A0.007%
3/17/2025Wealth Enhancement Advisory Services LLC8,499$1.39M0.0%+43.5%0.015%
3/12/2025Centaurus Financial Inc.7,198$1.18M0.1%+14.5%0.012%
3/5/2025 Castle Rock Wealth Management LLC9,927$1.69M0.4%-7.2%0.017%
3/4/2025Comprehensive Money Management Services LLC16,605$2.71M2.2%N/A0.028%
3/3/2025American Investment Services Inc.56,860$9.29M1.6%+0.2%0.097%
2/28/2025Park Square Financial Group LLC3,956$646K0.4%N/A0.007%
2/27/2025Carolinas Wealth Consulting LLC299$49K0.0%N/A0.001%
2/25/2025SWAN Capital LLC73,415$12.00M5.9%+14.1%0.126%
2/25/2025B. Riley Wealth Advisors Inc.17,207$2.81M0.1%-1.8%0.029%
2/22/2025American Trust2,268$371K0.0%N/A0.006%
2/21/2025Vermillion Wealth Management Inc.1,212$198K0.1%N/A0.003%
2/20/2025Castlekeep Investment Advisors LLC89,391$14.61M2.4%N/A0.248%
2/19/2025Invst LLC47,068$7.69M0.9%-5.2%0.131%
2/19/2025Unconventional Investor LLC83,769$13.69M8.3%+1.0%0.233%
2/18/2025GTS Securities LLC2,166$354K0.0%N/A0.006%
2/18/2025Focus Partners Advisor Solutions LLC1,290$211K0.0%-29.6%0.004%
2/18/2025First Heartland Consultants Inc.3,991$652K0.1%+3.0%0.011%
2/18/2025Glen Eagle Advisors LLC9,161$1.50M0.2%-5.0%0.025%
2/17/2025Waverly Advisors LLC10,891$1.78M0.0%+3.5%0.030%
2/17/2025Visionary Wealth Advisors10,798$1.77M0.1%+70.1%0.030%
2/17/2025Two Sigma Investments LP107,100$17.50M0.0%N/A0.298%
2/17/2025Royal Bank of Canada205,664$33.61M0.0%+5.2%0.571%
2/17/2025Quantinno Capital Management LP2,611$427K0.0%+48.4%0.007%
2/17/2025Nan Shan Life Insurance Co. Ltd.39,000$6.37M0.2%N/A0.108%
2/17/2025Investor s Fiduciary Advisor Network LLC3,704$605K0.2%N/A0.010%
2/17/2025Greenline Partners LLC38,065$6.22M0.9%+2.0%0.106%
2/17/2025Focus Partners Wealth10,317$1.69M0.0%-3.9%0.029%
2/17/2025Fiduciary Trust Co11,644$1.90M0.0%-8.2%0.032%
2/17/2025D. E. Shaw & Co. Inc.29,633$4.84M0.0%N/A0.082%
2/17/2025EP Wealth Advisors LLC4,682$765K0.0%-32.3%0.013%
2/17/2025CoreCap Advisors LLC8,285$1.35M0.1%+10.2%0.023%
2/17/2025Cresset Asset Management LLC9,558$1.56M0.0%-35.5%0.027%
2/17/2025Cetera Investment Advisers204,188$33.37M0.1%+3.0%0.567%
2/17/2025BOKF NA803$131K0.0%-7.7%0.002%
2/17/2025Blue Capital Inc.3,896$637K0.4%N/A0.011%
2/17/2025Captrust Financial Advisors196,468$32.11M0.1%+0.4%0.546%
2/17/2025Cary Street Partners Financial LLC4,307$704K0.0%N/A0.012%
2/17/2025Castlekeep Investment Advisors LLC89,391$14.61M0.1%N/A0.248%
2/17/2025Bank of America Corp DE982,880$160.62M0.0%+38.4%2.730%
2/17/2025BNP Paribas Financial Markets198$32K0.0%-96.6%0.001%
2/17/2025Ameriprise Financial Inc.223,006$36.45M0.0%+34.6%0.619%
2/14/2025Mercer Global Advisors Inc. ADV30,178$4.93M0.0%+2.8%0.084%
2/14/2025Jane Street Group LLC3,764$615K0.0%N/A0.010%
2/14/2025 Sulzberger Capital Advisors Inc.7,188$1.18M1.3%N/A0.020%
2/14/2025Lido Advisors LLC28,972$4.74M0.0%+4.4%0.080%
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The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we believe are in immediate danger.

There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K,
2/14/2025Beacon Pointe Advisors LLC9,312$1.52M0.0%+3.6%0.026%
2/14/2025Tudor Investment Corp ET AL61,252$10.01M0.0%+319.1%0.170%
2/14/2025Betterment LLC1,390$227K0.0%N/A0.004%
2/14/2025Mission Creek Capital Partners Inc.1,788$292K0.1%+23.7%0.005%
2/14/2025Hancock Whitney Corp4,464$730K0.0%+9.8%0.012%
2/14/2025Integrated Wealth Concepts LLC23,416$3.83M0.0%+16.1%0.065%
2/14/2025Coppell Advisory Solutions LLC1,359$222K0.0%+8.4%0.004%
2/14/2025Steel Grove Capital Advisors LLC7,450$1.22M0.2%+36.2%0.021%
2/14/2025IHT Wealth Management LLC4,115$672K0.0%-20.9%0.011%
2/14/2025Stifel Financial Corp86,722$14.17M0.0%+15.2%0.241%
(Data available from 1/1/2016 forward)

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VPU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VPU shares?

During the previous two years, 590 institutional investors and hedge funds held shares of Vanguard Utilities ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($748.94M), Beacon Capital Management Inc. ($162.50M), Bank of America Corp DE ($160.62M), Northwestern Mutual Wealth Management Co. ($156.55M), LPL Financial LLC ($109.02M), Envestnet Asset Management Inc. ($98.54M), and Empower Advisory Group LLC ($59.49M).Learn more on VPU's institutional investors.

Which institutional investors have been buying Vanguard Utilities ETF stock?

Of the 494 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: Wealthfront Advisers LLC ($4.58M), Beacon Capital Management Inc. ($2.24M), Northwestern Mutual Wealth Management Co. ($545.18K), Envestnet Asset Management Inc. ($487.93K), International Assets Investment Management LLC ($402.20K), Empower Advisory Group LLC ($333.80K), and EP Wealth Advisors LLC ($333.46K).

How much institutional buying is happening at Vanguard Utilities ETF?

Institutional investors have bought a total of 14,272,141 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

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

Of the 318 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. ($1.13M), PGIM Custom Harvest LLC ($205.74K), BCM Advisors LLC ($198.27K), First National Corp MA ADV ($171.26K), Envestnet Asset Management Inc. ($132.34K), Houlihan Financial Resource Group Ltd. ($97.76K), and Vestor Capital LLC ($82.06K).

How much institutional selling is happening at Vanguard Utilities ETF?

Institutional investors have sold a total of 3,454,722 shares in the last 24 months. This volume of shares sold represents approximately $487.26M in transactions.



This page (NYSEARCA:VPU) was last updated on 4/16/2025 by MarketBeat.com Staff
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