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Vanguard Utilities ETF (VPU) Institutional Ownership

Vanguard Utilities ETF logo
$170.17 +0.28 (+0.16%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
287
Total
Institutional Inflows
(last 12 months)
$550.04M
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$104.18M
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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
1/17/2025 Avior Wealth Management LLC1,880$307K0.0%-8.8%0.005%
1/17/2025 Mutual Advisors LLC5,043$857K0.0%-4.7%0.014%
1/17/2025 Janney Montgomery Scott LLC30,759$5.03M0.0%-60.2%0.085%
1/17/2025 Baker Ellis Asset Management LLC6,800$1.11M0.2%-2.9%0.019%
1/17/2025 Sharp Financial Services LLC2,200$360K0.3%+4.8%0.006%
1/17/2025 Dakota Wealth Management28,695$4.69M0.1%-2.4%0.080%
1/17/2025 Roberts Wealth Advisors LLC1,679$279K0.1%N/A0.005%
1/17/2025 Wall Street Financial Group Inc.8,817$1.44M1.4%+19.2%0.024%
1/17/2025 Alpha Cubed Investments LLC1,486$243K0.0%-7.8%0.004%
1/16/2025 Royal Fund Management LLC23,130$3.83M0.4%+8.2%0.064%
1/16/2025 Ballentine Partners LLC2,223$363K0.0%N/A0.006%
1/16/2025 Tudor Financial Inc.4,242$693K0.4%-13.3%0.012%
1/16/2025 MassMutual Private Wealth & Trust FSB12,498$2.04M0.1%-1.8%0.035%
1/16/2025 Maltin Wealth Management Inc.4,248$694K0.3%+1.5%0.012%
1/16/2025 Diversify Wealth Management LLC3,014$491K0.0%-15.5%0.008%
1/16/2025 City Holding Co.388$63K0.0%-13.4%0.001%
1/15/2025 Joule Financial LLC12,750$2.08M0.7%+7.6%0.035%
1/15/2025 Moss Adams Wealth Advisors LLC1,622$265K0.0%N/A0.005%
1/15/2025 Ameritas Advisory Services LLC12,499$2.04M0.1%+18.1%0.035%
1/15/2025 Trust Co. of Vermont1,715$280K0.0%N/A0.005%
1/15/2025 Merit Financial Group LLC2,632$430K0.0%+17.6%0.007%
1/15/2025 Saxon Interests Inc.7,381$1.21M0.5%+1.3%0.021%
1/15/2025 Wealthcare Advisory Partners LLC1,578$258K0.0%-20.7%0.004%
1/15/2025 Goldstone Financial Group LLC30,892$5.05M0.8%+10.8%0.086%
1/15/2025 Retireful LLC15,616$2.55M1.4%+16.7%0.043%
1/14/2025 SignalPoint Asset Management LLC1,238$202K0.0%-8.7%0.003%
1/14/2025 Founders Grove Wealth Partners LLC7,256$1.19M0.3%N/A0.020%
1/14/2025 Meridian Financial Partners LLC3,092$505K0.3%+14.9%0.009%
1/14/2025 Park Avenue Securities LLC2,621$428K0.0%N/A0.007%
1/14/2025 Sharper & Granite LLC10,530$1.72M0.8%-1.9%0.029%
1/14/2025 Myecfo LLC2,472$404K0.2%+11.8%0.007%
1/14/2025 MRA Advisory Group19,205$3.14M1.7%N/A0.053%
1/13/2025 Bridge Creek Capital Management LLC2,774$453K0.1%+28.2%0.008%
1/13/2025 Brookstone Capital Management8,122$1.33M0.0%+14.5%0.023%
1/13/2025 City State Bank5,476$895K0.3%+1.9%0.015%
1/13/2025 Matrix Trust Co5,075$829K0.1%+5.4%0.014%
1/10/2025 Tilia Fiduciary Partners Inc.2,847$465K0.3%+3.0%0.008%
1/10/2025 Praetorian Wealth Management Inc.1,258$206K0.1%N/A0.003%
1/8/2025 Legacy Private Trust Co.1,684$275K0.0%N/A0.005%
1/8/2025 International Assets Investment Management LLC5,641$928K0.0%N/A0.016%
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1/8/2025 Weaver Consulting Group1,307$214K0.1%N/A0.004%
1/3/2025 GAMMA Investing LLC397$65K0.0%+4,862.5%0.001%
12/26/2024JPMorgan Chase & Co.37,739$6.57M0.0%-6.7%0.105%
12/13/2024B. Riley Wealth Advisors Inc.17,524$3.07M0.1%-5.2%0.049%
12/2/2024Beaird Harris Wealth Management LLC181$32K0.0%N/A0.001%
11/25/2024Optimist Retirement Group LLC1,301$226K0.1%N/A0.004%
11/25/2024Wilmington Savings Fund Society FSB20,400$3.55M0.1%N/A0.057%
11/25/2024World Investment Advisors LLC2,178$379K0.0%N/A0.006%
11/21/2024Anchor Investment Management LLC5,522$961K0.1%+7.2%0.015%
11/21/2024 Tudor Financial Inc.4,895$852K0.5%N/A0.014%
11/19/2024Invst LLC49,672$8.65M1.0%+3,335.1%0.138%
11/18/2024TD Private Client Wealth LLC167$29K0.0%-69.3%0.000%
11/18/2024Unconventional Investor LLC82,913$14.43M9.0%-4.8%0.230%
11/18/2024Twin Lakes Capital Management LLC175$30K0.0%N/A0.000%
11/15/2024M&T Bank Corp28,875$5.03M0.0%-5.5%0.080%
11/15/2024Executive Wealth Management LLC2,331$406K0.0%N/A0.006%
11/15/2024Continuum Advisory LLC1,056$178K0.0%+30.5%0.003%
11/15/2024Glass Jacobson Investment Advisors llc8,140$1.42M0.5%+3.8%0.023%
11/15/2024Raab & Moskowitz Asset Management LLC12,611$2.20M0.6%+26.7%0.035%
11/15/2024MML Investors Services LLC62,624$10.90M0.0%+0.3%0.174%
11/15/2024Orion Portfolio Solutions LLC5,138$894K0.0%-21.9%0.014%
11/15/2024Glen Eagle Advisors LLC9,639$1.68M0.3%-4.7%0.027%
11/15/2024EP Wealth Advisors LLC6,912$1.20M0.0%+1.0%0.019%
11/15/2024Stifel Financial Corp75,284$13.10M0.0%+18.9%0.209%
11/15/2024SWAN Capital LLC64,352$11.20M5.5%+17.1%0.179%
11/15/2024Quantinno Capital Management LP1,760$306K0.0%N/A0.005%
11/15/2024Mission Creek Capital Partners Inc.1,446$252K0.1%N/A0.004%
11/15/2024IHT Wealth Management LLC5,204$907K0.0%+14.4%0.014%
11/15/2024Integrated Wealth Concepts LLC20,169$3.51M0.0%+53.0%0.056%
11/15/2024HighTower Advisors LLC27,944$4.83M0.0%+88.5%0.078%
11/15/2024Hilltop Holdings Inc.1,939$337K0.0%N/A0.005%
11/14/2024Captrust Financial Advisors195,762$34.07M0.1%+31.0%0.544%
11/14/2024Rockefeller Capital Management L.P.204,391$35.57M0.1%-3.5%0.568%
11/14/2024Carl P. Sherr & Co. LLC7,456$1.30M0.7%+3.7%0.021%
11/14/2024Fiduciary Trust Co12,685$2.21M0.0%-3.4%0.035%
11/14/2024National Wealth Management Group LLC4,063$707K0.5%-4.1%0.011%
11/14/2024CreativeOne Wealth LLC1,342$234K0.0%N/A0.004%
11/13/2024Glenmede Trust Co. NA1,518$264K0.0%+11.1%0.004%
11/13/2024Freedom Investment Management Inc.27,731$4.83M0.4%-27.1%0.077%
11/13/2024BNP Paribas Financial Markets5,837$1.02M0.0%+6,687.2%0.016%
11/13/2024FMR LLC7,679$1.34M0.0%+28.3%0.021%
11/13/2024D.A. Davidson & CO.3,550$618K0.0%+20.7%0.010%
11/13/2024The Manufacturers Life Insurance Company3,577$623K0.0%N/A0.010%
11/12/2024Centaurus Financial Inc.6,287$1.09M0.1%-6.5%0.017%
11/12/2024One Charles Private Wealth Services LLC1,443$251K0.1%-6.6%0.004%
11/12/2024Cerity Partners LLC58,519$10.19M0.0%-3.5%0.163%
11/12/2024Great Valley Advisor Group Inc.1,535$267K0.0%+11.2%0.004%
11/12/2024Meridian Wealth Management LLC2,902$505K0.0%-14.1%0.008%
11/12/2024L & S Advisors Inc35,351$6.15M0.6%N/A0.098%
11/9/2024LPL Financial LLC614,776$107.00M0.0%+4.8%1.708%
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11/8/2024Citizens Financial Group Inc. RI1,733$304K0.0%+9.5%0.005%
11/8/2024Moran Wealth Management LLC9,500$1.65M0.1%-4.9%0.026%
11/8/2024Cedar 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%
11/8/2024PNC Financial Services Group Inc.65,873$11.47M0.0%-1.5%0.183%
11/8/2024Banque Cantonale Vaudoise15,324$2.67M0.1%+43.3%0.043%
11/8/2024Prospera Financial Services Inc2,615$455K0.0%-49.4%0.007%
11/7/2024Tranquility Partners LLC6,403$1.11M0.4%-10.5%0.018%
11/7/2024Pathstone Holdings LLC19,069$3.32M0.0%-46.1%0.053%
(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, 538 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 446 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 ($434.76K), 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 8,251,067 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 301 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 3,728,082 shares in the last 24 months. This volume of shares sold represents approximately $526.60M in transactions.



This page (NYSEARCA:VPU) was last updated on 1/20/2025 by MarketBeat.com Staff
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