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Vanguard Utilities ETF (VPU) Institutional Ownership

Vanguard Utilities ETF logo
$166.50
-1.68 (-1.00%)
(As of 11/4/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
275
Total
Institutional Inflows
(last 12 months)
$599.84M
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$326.82M
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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
11/4/2024Patten & Patten Inc. TN1,251$218K0.0%N/A0.003%
11/4/2024Ashton Thomas Securities LLC167$29K0.0%N/A0.000%
11/4/2024Advantage Trust Co408$71K0.0%+213.8%0.001%
11/4/2024Colonial River Investments LLC1,239$216K0.1%N/A0.003%
11/4/2024Axxcess Wealth Management LLC1,239$216K0.0%N/A0.003%
11/4/2024Sigma Planning Corp9,874$1.72M0.1%+9.7%0.027%
11/1/2024 Proficio Capital Partners LLC19,095$3.32M0.3%+0.7%0.053%
11/1/2024 Atria Investments Inc28,829$5.02M0.1%-4.7%0.080%
11/1/2024 Assetmark Inc.750$131K0.0%+245.6%0.002%
11/1/2024 Executive Wealth Management LLC2,331$406K0.1%N/A0.006%
11/1/2024 CWA Asset Management Group LLC1,465$255K0.0%N/A0.004%
11/1/2024 Leavell Investment Management Inc.4,393$771K0.0%+8.1%0.012%
10/31/2024 Trinity Legacy Partners LLC8,050$1.39M0.3%-11.2%0.022%
10/31/2024 Concurrent Investment Advisors LLC1,452$253K0.0%-8.3%0.004%
10/30/2024 White Lighthouse Investment Management Inc.4,331$754K0.1%+49.4%0.012%
10/30/2024 Guidance Point Advisors LLC9,425$1.64M0.5%+2.0%0.026%
10/30/2024 Flagship Private Wealth LLC2,688$468K0.2%-2.5%0.007%
10/30/2024 Madden Advisory Services Inc.12,713$2.21M1.0%+9.9%0.035%
10/30/2024 Arlington Capital Management Inc.3,147$548K0.5%+9.3%0.009%
10/30/2024 World Equity Group Inc.1,302$227K0.1%N/A0.004%
10/30/2024 Vestor Capital LLC47,718$8.31M0.7%+30.4%0.133%
10/29/2024 Glassy Mountain Advisors Inc.14,485$2.52M0.9%+3.1%0.040%
10/29/2024 Janney Montgomery Scott LLC77,232$13.44M0.0%-7.7%0.215%
10/29/2024 Clear Creek Financial Management LLC4,992$869K0.1%-8.9%0.014%
10/29/2024 Farther Finance Advisors LLC6,185$1.08M0.0%+409.9%0.017%
10/28/2024 Gladstone Institutional Advisory LLC1,352$235K0.0%N/A0.004%
10/28/2024 Silver Coast Investments LLC1,693$295K0.1%N/A0.005%
10/28/2024 Creative Financial Designs Inc. ADV10,034$1.75M0.1%+0.9%0.028%
10/28/2024 Focus Financial Network Inc.2,224$390K0.0%+14.0%0.006%
10/28/2024 O ROURKE & COMPANY Inc7,393$1.29M0.6%+57.0%0.021%
10/28/2024 Rosenberg Matthew Hamilton248$43K0.0%-19.5%0.001%
10/28/2024 US Bancorp DE2,750$479K0.0%+6.3%0.008%
10/28/2024 Goldstone Financial Group LLC27,880$4.85M0.8%N/A0.077%
10/25/2024 Financial Advocates Investment Management21,896$3.81M0.2%+14.3%0.061%
10/25/2024 Solidarity Wealth LLC1,603$281K0.1%N/A0.004%
10/25/2024 JFS Wealth Advisors LLC700$122K0.0%N/A0.002%
10/25/2024 Diversify Wealth Management LLC3,567$630K0.1%-9.5%0.010%
10/25/2024 Ariston Services Group16,695$2.91M2.5%-0.7%0.046%
10/25/2024 Strategic Blueprint LLC1,413$246K0.0%N/A0.004%
10/25/2024 MONECO Advisors LLC1,962$341K0.0%-4.5%0.005%
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10/25/2024 Pallas Capital Advisors LLC54,374$9.54M0.4%-1.9%0.151%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,926$683K0.1%-4.5%0.011%
10/24/2024 First American Bank6,891$1.20M0.1%+36.5%0.019%
10/24/2024 Salomon & Ludwin LLC505$88K0.0%-16.9%0.001%
10/24/2024 Sterling Investment Advisors Ltd.18,370$3.20M0.8%-4.2%0.051%
10/24/2024 J.W. Cole Advisors Inc.5,080$884K0.0%-33.0%0.014%
10/24/2024 Ellis Investment Partners LLC1,224$213K0.0%N/A0.003%
10/24/2024 Capital Advisors Ltd. LLC924$161K0.0%+15.4%0.003%
10/24/2024 Wealth Enhancement Advisory Services LLC5,922$1.03M0.0%+20.8%0.016%
10/24/2024 PFG Investments LLC1,194$208K0.0%-23.8%0.003%
10/24/2024 Consolidated Portfolio Review Corp7,555$1.32M0.3%-11.5%0.021%
10/23/2024 Strategic Investment Solutions Inc. IL1,415$246K0.1%+69.5%0.004%
10/23/2024 Dumont & Blake Investment Advisors LLC13,175$2.29M0.6%-50.2%0.037%
10/23/2024 Blackston Financial Advisory Group LLC3,814$664K0.3%N/A0.011%
10/23/2024 FFG Retirement Advisors LLC25,220$4.39M2.9%-2.0%0.070%
10/23/2024 Dakota Wealth Management29,387$5.12M0.1%-1.8%0.082%
10/22/2024 McAdam LLC3,949$687K0.0%-3.9%0.011%
10/22/2024 David Kennon Inc38,881$6.77M2.7%+1.1%0.108%
10/22/2024 Private Advisor Group LLC46,731$8.13M0.1%-0.5%0.130%
10/22/2024 RBA Wealth Management LLC1,254$218K0.1%N/A0.003%
10/22/2024 My Personal CFO LLC1,329$231K0.1%-70.6%0.004%
10/22/2024 Christensen King & Associates Investment Services Inc.3,681$641K0.3%-8.7%0.010%
10/22/2024 Signaturefd LLC232$40K0.0%+64.5%0.001%
10/21/2024 Foundations Investment Advisors LLC25,414$4.42M0.1%+7.0%0.071%
10/21/2024 Kennedy Investment Group7,457$1.30M0.6%+2.8%0.021%
10/21/2024 Bluesphere Advisors LLC6,495$1.13M0.6%N/A0.018%
10/19/2024McClarren Financial Advisors Inc.1,403$244K0.1%+18.6%0.004%
10/19/2024Compass Ion Advisors LLC8,161$1.42M0.2%-4.5%0.023%
10/19/2024Powers Advisory Group LLC1,234$215K0.1%N/A0.003%
10/18/2024Seamount Financial Group Inc.3,454$601K0.5%-3.5%0.010%
10/18/2024Raymond James & Associates49,660$8.64M0.0%-9.2%0.138%
10/18/2024Bartlett & CO. Wealth Management LLC4,007$703K0.0%+2.7%0.011%
10/18/2024Capital Investment Advisors LLC1,322$230K0.0%N/A0.004%
10/18/2024Stratos Wealth Advisors LLC24,924$4.34M0.2%+10.3%0.069%
10/17/2024Joule Financial LLC11,851$2.08M0.8%+124.3%0.033%
10/17/2024DiNuzzo Private Wealth Inc.2,591$451K0.1%N/A0.007%
10/16/2024 Bleakley Financial Group LLC7,092$1.23M0.0%-13.4%0.020%
10/16/2024 Summit Financial Strategies Inc.1,254$218K0.0%-24.1%0.003%
10/16/2024 BOS Asset Management LLC7,725$1.35M0.5%-36.3%0.021%
10/16/2024 Asset Dedication LLC5,299$922K0.1%-20.5%0.015%
10/15/2024 Ulland Investment Advisors LLC503$88K0.1%-46.9%0.001%
10/11/2024 Creative Planning24,433$4.25M0.0%-2.5%0.068%
10/11/2024 CX Institutional6,517$1.13M0.1%-20.8%0.018%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.775$135K0.0%+63.2%0.002%
10/11/2024 Patriot Investment Management Group Inc.99,856$17.38M1.3%-2.1%0.277%
10/10/2024 CVA Family Office LLC2,100$366K0.1%-18.1%0.006%
10/10/2024 Concourse Financial Group Securities Inc.9,624$1.69M0.1%+25.2%0.027%
10/10/2024 Retirement Planning Group LLC2,996$522K0.0%+2.4%0.008%
10/10/2024 Silverlake Wealth Management LLC4,289$747K0.3%+8.6%0.012%
10/9/2024 Pacific Sun Financial Corp1,190$207K0.1%N/A0.003%
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10/9/2024 Maltin Wealth Management Inc.4,187$729K0.4%+5.5%0.012%
10/9/2024 Castle Rock Wealth Management LLC10,692$1.85M0.4%-7.0%0.030%
10/9/2024 Towerpoint Wealth LLC3,710$646K0.3%N/A0.010%
10/9/2024 Matrix Trust Co4,814$838K0.2%+180.2%0.013%
10/9/2024 Wedmont Private Capital2,498$427K0.0%N/A0.007%
10/8/2024 Saxon Interests Inc.7,289$1.27M0.6%N/A0.020%
10/8/2024 Tilia Fiduciary Partners Inc.2,763$481K0.3%-16.9%0.008%
10/8/2024 First National Corp MA ADV28,719$5.00M1.1%-60.8%0.080%
10/8/2024 Royal Fund Management LLC21,386$3.76M0.2%+132.8%0.059%
10/8/2024 First PREMIER Bank1,437$250K0.1%-11.6%0.004%
(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, 520 institutional investors and hedge funds held shares of Vanguard Utilities ETF. The most heavily invested institutionals were Beacon Capital Management Inc. ($165.87M), Northwestern Mutual Wealth Management Co. ($156.55M), Bank of America Corp DE ($105.84M), Envestnet Asset Management Inc. ($104.35M), LPL Financial LLC ($86.75M), 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 442 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), Northwestern Mutual Wealth Management Co. ($626.01K), Envestnet Asset Management Inc. ($557.47K), International Assets Investment Management LLC ($429.12K), Empower Advisory Group LLC ($333.80K), EP Wealth Advisors LLC ($333.39K), and Cetera Investment Advisers ($177.42K).

How much institutional buying is happening at Vanguard Utilities ETF?

Institutional investors have bought a total of 8,400,817 shares in the last 24 months. This purchase volume represents approximately $1.18B in transactions.

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

Of the 292 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. ($1.09M), Bank of America Corp DE ($209.19K), PGIM Custom Harvest LLC ($205.74K), BCM Advisors LLC ($198.27K), First National Corp MA ADV ($183.05K), Houlihan Financial Resource Group Ltd. ($97.76K), and Vestor Capital LLC ($81.52K).

How much institutional selling is happening at Vanguard Utilities ETF?

Institutional investors have sold a total of 3,714,975 shares in the last 24 months. This volume of shares sold represents approximately $522.14M in transactions.



This page (NYSEARCA:VPU) was last updated on 11/4/2024 by MarketBeat.com Staff
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