Vanguard Utilities ETFVPUETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 696 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 18 from Q1 2026. 52 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($236.9M), Bank of America Corp. ($208.8M) and LPL Financial LLC ($178.2M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vanguard Utilities ETF
- CUSIP
- 92204A876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $25.4M |
| Exits | 32 | $14.9M |
All 13F filers, Q1 2026 → Q2 2026: 806,903 shares bought and 464,744 shares sold, net +342,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 696 holders
| Morgan Stanley | 0.01% | Reduce -0.2% | 1,210,206 | $236.9M |
| Bank of America Corp. | 0.01% | Add +2.4% | 1,066,820 | $208.8M |
| LPL Financial LLC | 0.04% | Add +1.9% | 910,692 | $178.2M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +3.8% | 740,507 | $144.9M |
| Wells Fargo & Company | 0.02% | Reduce -2.3% | 510,296 | $99.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.5% | 509,148 | $99.7M |
| Beacon Capital Management, Inc. | 5.41% | Reduce -12.6% | 457,116 | $89.5M |
| Empower Advisory Group, LLC | 0.19% | Add +7.9% | 412,786 | $80.8M |
| Osaic Holdings, Inc. | 0.08% | Add +7.1% | 339,096 | $66.5M |
| Ameriprise Financial Inc. | 0.01% | Add +1.4% | 318,192 | $62.3M |
| UBS Group AG | 0.01% | Reduce -12.6% | 316,099 | $61.9M |
| Raymond James Financial Inc. | 0.02% | Add +5.2% | 293,593 | $57.5M |
| PGIM Custom Harvest LLC | 0.61% | Add +16.1% | 247,584 | $48.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.6% | 207,697 | $40.7M |
| Cetera Investment Advisers | 0.04% | Add +5.9% | 199,122 | $39.0M |
| Royal Bank of Canada | 0.01% | Add +2.1% | 186,391 | $36.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.6% | 179,111 | $35.1M |
| Ameritas Advisory Services, LLC | 0.67% | Add +47.1% | 168,766 | $33.0M |
| Captrust Financial Advisors | 0.05% | Reduce -3.3% | 155,280 | $30.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.92% | Add +41.9% | 150,369 | $29.4M |
| MML Investors Services, LLC | 0.05% | Add +26.5% | 124,338 | $24.3M |
| Creative Financial Designs Inc. | 1.02% | Add +2.9% | 109,863 | $21.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -2.0% | 109,373 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 104,159 | $20.7M |
| Stifel Financial Corp. | 0.02% | Add +2.0% | 104,058 | $20.4M |
| Allied Investment Advisors, LLC | 2.25% | Add +2.2% | 91,546 | $17.9M |
| Patriot Investment Management Group, Inc. | 1.03% | Reduce -0.7% | 90,467 | $17.7M |
| Corient Private Wealth LP | 0.02% | Reduce -17.4% | 84,125 | $16.5M |
| SWAN Capital LLC | 5.58% | Add +13.5% | 83,344 | $16.3M |
| Unconventional Investor, LLC | 6.43% | Reduce -0.1% | 79,370 | $15.5M |
| Lido Advisors, LLC | 0.05% | Add +4.9% | 76,673 | $15.0M |
| HighTower Advisors, LLC | 0.01% | Add +13.7% | 63,292 | $12.4M |
| Nelson Capital Management, LLC | 1.31% | Reduce -0.7% | 61,096 | $12.0M |
| Blair William & Co. | 0.03% | Add +1.1% | 59,265 | $11.6M |
| Cerity Partners LLC | 0.01% | Reduce -2.2% | 59,153 | $11.6M |
| Vestor Capital, LLC | 0.69% | Add +98.6% | 114,137 | $11.0M |
| American Investment Services, Inc. | 2.28% | Add +3.5% | 55,147 | $10.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.0% | 53,732 | $10.5M |
| Pallas Capital Advisors LLC | 0.32% | Add +2.2% | 53,620 | $10.5M |
| Truist Financial Corp. | 0.01% | Add +2.9% | 53,532 | $10.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.9% | 50,838 | $10.0M |
| Harbour Investments, Inc. | 0.13% | Add +3.9% | 50,755 | $9.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -6.9% | 47,855 | $9.4M |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 46,171 | $9.2M |
| Greenline Partners, LLC | 0.88% | Add +3.4% | 44,037 | $8.6M |
| NewEdge Advisors, LLC | 0.03% | Add +60.9% | 43,979 | $8.6M |
| Goldstone Financial Group, LLC | 0.75% | Reduce -13.7% | 41,908 | $8.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.2% | 40,582 | $7.9M |
| KCM Investment Advisors LLC | 0.21% | Reduce -0.8% | 35,355 | $6.9M |
| Creative Planning | 0.00% | Add +4.3% | 34,367 | $6.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +4.1% | 33,513 | $6.6M |
| Quadrature Capital Ltd | 0.05% | Reduce -20.4% | 32,779 | $6.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +5.5% | 32,181 | $6.3M |
| Atria Investments, Inc | 0.06% | Add +39.3% | 31,547 | $6.2M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -1.3% | 31,426 | $6.2M |
| Hamilton Wealth, LLC | 1.07% | Reduce -5.8% | 29,950 | $5.9M |
| Mittelman Wealth Management | 3.85% | Reduce -76.0% | 5,623 | $5.8M |
| IFG Advisory, LLC | 0.20% | New | 29,727 | $5.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -22.3% | 28,435 | $5.6M |
| Porter White Investment Advisors, Inc. | 2.13% | Reduce -1.0% | 28,323 | $5.5M |
| Apollon Financial, LLC | 0.65% | Add +4.0% | 28,156 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.1% | 27,918 | $5.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +7.0% | 27,728 | $5.4M |
| David Kennon Inc | 1.79% | Reduce -37.5% | 27,602 | $5.4M |
| Bard Associates Inc. | 1.18% | Add +1.1% | 27,133 | $5.3M |
| Mariner, LLC | 0.01% | Reduce -34.4% | 27,014 | $5.3M |
| Retirement Planning Group, LLC | 0.13% | Add +159.9% | 26,991 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +87.2% | 25,624 | $5.0M |
| Moss Adams Wealth Advisors LLC | 0.31% | No change | 25,569 | $5.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -3.9% | 25,000 | $4.9M |
| New England Private Wealth Advisors LLC | 0.46% | Add +0.7% | 24,515 | $4.8M |
| MRA Advisory Group | 1.72% | Reduce -0.6% | 24,168 | $4.7M |
| Venturi Wealth Management, LLC | 0.18% | Reduce -0.2% | 23,736 | $4.6M |
| Dakota Wealth Management | 0.09% | Reduce -12.4% | 23,185 | $4.5M |
| DMKC Advisory Services, LLC | 0.82% | Add +11.4% | 22,180 | $4.3M |
| Legacy Financial Group LLC | 0.49% | Add +0.6% | 22,171 | $4.3M |
| FMR LLC | 0.00% | Add +18.2% | 22,076 | $4.3M |
| Fifth Third Bancorp | 0.01% | Reduce -2.5% | 21,505 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.2% | 21,102 | $4.1M |
| Pathstone Holdings, LLC | 0.01% | Add +11.0% | 21,042 | $4.1M |
| Wilmington Savings Fund Society, FSB | 0.09% | Add +0.1% | 20,207 | $4.0M |
| Aspire Capital Advisors LLC | 0.76% | Add +1134.3% | 20,021 | $3.9M |
| Capital Investment Advisory Services, LLC | 0.24% | Add +5.0% | 19,467 | $3.8M |
| Strengthening Families & Communities, LLC | 0.84% | Add +4.8% | 19,381 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -2.7% | 19,331 | $3.8M |
| Quantinno Capital Management LP | 0.00% | Add +12.7% | 19,258 | $3.8M |
| M&T Bank Corp | 0.01% | Reduce -8.5% | 19,087 | $3.7M |
| Tranquilli Financial Advisor LLC | 2.01% | Reduce -3.4% | 19,079 | $3.7M |
| Sterling Investment Advisors, Ltd. | 0.62% | No change | 18,832 | $3.7M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.5% | 19,012 | $3.7M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -49.4% | 18,506 | $3.6M |
| Ariston Services Group | 1.96% | Add +0.0% | 18,137 | $3.5M |
| O'ROURKE & COMPANY, Inc | 1.23% | Add +4.2% | 18,041 | $3.5M |
| Royal Fund Management, LLC | 0.29% | Add +8.9% | 18,041 | $3.5M |
| Praetorian Wealth Management, Inc. | 0.60% | Add +8.0% | 17,784 | $3.5M |
| White Lighthouse Investment Management Inc. | 0.43% | Reduce -6.0% | 17,610 | $3.4M |
| Reality Financial Planning Services, LLC | 3.30% | Reduce -8.2% | 17,460 | $3.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.1% | 16,805 | $3.3M |
| Summit Financial, LLC | 0.04% | Add +9.9% | 16,802 | $3.3M |
| Pinnacle Wealth Management Group, Inc. | 1.52% | Add +1.1% | 16,697 | $3.3M |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.