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Vanguard Utilities ETF (VPU) Institutional Ownership

Vanguard Utilities ETF logo
$163.59 +2.25 (+1.39%)
(As of 12/20/2024 05:31 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
286
Total
Institutional Inflows
(last 12 months)
$549.13M
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$261.10M
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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
12/13/2024 B. Riley Wealth Advisors Inc.17,524$3.07M0.1%-5.2%0.049%
12/2/2024 Beaird Harris Wealth Management LLC181$32K0.0%N/A0.001%
11/25/2024 Optimist Retirement Group LLC1,301$226K0.1%N/A0.004%
11/25/2024 Wilmington Savings Fund Society FSB20,400$3.55M0.1%N/A0.057%
11/25/2024 World Investment Advisors LLC2,178$379K0.0%N/A0.006%
11/21/2024 Anchor Investment Management LLC5,522$961K0.1%+7.2%0.015%
11/21/2024 Tudor Financial Inc.4,895$852K0.5%N/A0.014%
11/19/2024 Invst LLC49,672$8.65M1.0%+3,335.1%0.138%
11/18/2024 TD Private Client Wealth LLC167$29K0.0%-69.3%0.000%
11/18/2024 Unconventional Investor LLC82,913$14.43M9.0%-4.8%0.230%
11/18/2024 Twin Lakes Capital Management LLC175$30K0.0%N/A0.000%
11/15/2024 M&T Bank Corp28,875$5.03M0.0%-5.5%0.080%
11/15/2024 Executive Wealth Management LLC2,331$406K0.0%N/A0.006%
11/15/2024 Continuum Advisory LLC1,056$178K0.0%+30.5%0.003%
11/15/2024 Glass Jacobson Investment Advisors llc8,140$1.42M0.5%+3.8%0.023%
11/15/2024 Raab & Moskowitz Asset Management LLC12,611$2.20M0.6%+26.7%0.035%
11/15/2024 MML Investors Services LLC62,624$10.90M0.0%+0.3%0.174%
11/15/2024 Orion Portfolio Solutions LLC5,138$894K0.0%-21.9%0.014%
11/15/2024 Glen Eagle Advisors LLC9,639$1.68M0.3%-4.7%0.027%
11/15/2024 EP Wealth Advisors LLC6,912$1.20M0.0%+1.0%0.019%
11/15/2024 Stifel Financial Corp75,284$13.10M0.0%+18.9%0.209%
11/15/2024 SWAN Capital LLC64,352$11.20M5.5%+17.1%0.179%
11/15/2024 Quantinno Capital Management LP1,760$306K0.0%N/A0.005%
11/15/2024 Mission Creek Capital Partners Inc.1,446$252K0.1%N/A0.004%
11/15/2024 IHT Wealth Management LLC5,204$907K0.0%+14.4%0.014%
11/15/2024 Integrated Wealth Concepts LLC20,169$3.51M0.0%+53.0%0.056%
11/15/2024 HighTower Advisors LLC27,944$4.83M0.0%+88.5%0.078%
11/15/2024 Hilltop Holdings Inc.1,939$337K0.0%N/A0.005%
11/14/2024 Captrust Financial Advisors195,762$34.07M0.1%+31.0%0.544%
11/14/2024 Rockefeller Capital Management L.P.204,391$35.57M0.1%-3.5%0.568%
11/14/2024 Carl P. Sherr & Co. LLC7,456$1.30M0.7%+3.7%0.021%
11/14/2024 Fiduciary Trust Co12,685$2.21M0.0%-3.4%0.035%
11/14/2024 National Wealth Management Group LLC4,063$707K0.5%-4.1%0.011%
11/14/2024 CreativeOne Wealth LLC1,342$234K0.0%N/A0.004%
11/13/2024 Glenmede Trust Co. NA1,518$264K0.0%+11.1%0.004%
11/13/2024 Freedom Investment Management Inc.27,731$4.83M0.4%-27.1%0.077%
11/13/2024 BNP Paribas Financial Markets5,837$1.02M0.0%+6,687.2%0.016%
11/13/2024 FMR LLC7,679$1.34M0.0%+28.3%0.021%
11/13/2024 D.A. Davidson & CO.3,550$618K0.0%+20.7%0.010%
11/13/2024 The Manufacturers Life Insurance Company3,577$623K0.0%N/A0.010%
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11/12/2024 Centaurus Financial Inc.6,287$1.09M0.1%-6.5%0.017%
11/12/2024 One Charles Private Wealth Services LLC1,443$251K0.1%-6.6%0.004%
11/12/2024 Cerity Partners LLC58,519$10.19M0.0%-3.5%0.163%
11/12/2024 Great Valley Advisor Group Inc.1,535$267K0.0%+11.2%0.004%
11/12/2024 Meridian Wealth Management LLC2,902$505K0.0%-14.1%0.008%
11/12/2024 L & S Advisors Inc35,351$6.15M0.6%N/A0.098%
11/9/2024 LPL Financial LLC614,776$107.00M0.0%+4.8%1.708%
11/8/2024 Citizens Financial Group Inc. RI1,733$304K0.0%+9.5%0.005%
11/8/2024 Moran Wealth Management LLC9,500$1.65M0.1%-4.9%0.026%
11/8/2024 Cedar Wealth Management LLC153$27K0.0%-66.7%0.000%
11/8/2024 Retireful LLC13,376$2.33M1.7%N/A0.037%
11/8/2024 Avior Wealth Management LLC2,062$359K0.0%+69.7%0.006%
11/8/2024 PNC Financial Services Group Inc.65,873$11.47M0.0%-1.5%0.183%
11/8/2024 Banque Cantonale Vaudoise15,324$2.67M0.1%+43.3%0.043%
11/8/2024 Prospera Financial Services Inc2,615$455K0.0%-49.4%0.007%
11/7/2024 Tranquility Partners LLC6,403$1.11M0.4%-10.5%0.018%
11/7/2024 Pathstone Holdings LLC19,069$3.32M0.0%-46.1%0.053%
11/7/2024 OneAscent Wealth Management LLC2,162$379K0.1%+21.4%0.006%
11/7/2024 MidAtlantic Capital Management Inc.777$135K0.1%N/A0.002%
11/7/2024 Strengthening Families & Communities LLC15,527$2.70M0.7%+4.3%0.043%
11/7/2024 Thrivent Financial for Lutherans4,449$777K0.0%+16.2%0.012%
11/6/2024 River Street Advisors LLC4,296$748K0.4%+6.7%0.012%
11/6/2024 Vawter Financial Ltd.1,150$200K0.1%N/A0.003%
11/6/2024 KCM Investment Advisors LLC35,736$6.22M0.2%+5.9%0.099%
11/6/2024 Archer Investment Corp555$97K0.0%N/A0.002%
11/6/2024 Bard Associates Inc.9,307$1.63M0.6%+13.1%0.026%
11/6/2024 OneDigital Investment Advisors LLC4,976$866K0.0%+8.7%0.014%
11/6/2024 Huntington National Bank5,232$911K0.0%+46.2%0.015%
11/6/2024 Kovack Advisors Inc.2,148$374K0.0%+4.4%0.006%
11/6/2024 Oppenheimer & Co. Inc.3,771$656K0.0%+43.1%0.010%
11/6/2024 OLD Second National Bank of Aurora8,956$1.56M0.4%-1.8%0.025%
11/5/2024 Empower Advisory Group LLC364,276$63.40M0.2%-0.8%1.012%
11/5/2024 Prime Capital Investment Advisors LLC9,485$1.65M0.0%+2.4%0.026%
11/5/2024 Harbour Investments Inc.20,782$3.62M0.1%+2.7%0.058%
11/4/2024 Patten & Patten Inc. TN1,251$218K0.0%N/A0.003%
11/4/2024 Ashton Thomas Securities LLC167$29K0.0%N/A0.000%
11/4/2024 Advantage Trust Co408$71K0.0%+213.8%0.001%
11/4/2024 Colonial River Investments LLC1,239$216K0.1%N/A0.003%
11/4/2024 Axxcess Wealth Management LLC1,239$216K0.0%N/A0.003%
11/4/2024 Sigma 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%
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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%
(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, 530 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), LPL Financial LLC ($107.00M), Bank of America Corp DE ($105.84M), Envestnet Asset Management Inc. ($104.35M), Empower Advisory Group LLC ($63.40M), 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 444 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. ($496.82K), International Assets Investment Management LLC ($429.12K), Empower Advisory Group LLC ($333.80K), EP Wealth Advisors LLC ($333.46K), and Cetera Investment Advisers ($177.42K).

How much institutional buying is happening at Vanguard Utilities ETF?

Institutional investors have bought a total of 8,277,454 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

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

Of the 295 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 3,702,369 shares in the last 24 months. This volume of shares sold represents approximately $522.09M in transactions.



This page (NYSEARCA:VPU) was last updated on 12/21/2024 by MarketBeat.com Staff
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