Vanguard Utilities ETFVPUETF

13F holders, Q2 2026 (June 30)
696holders +18
52new positions
32sold out
4famous investors
$195.31avg. 13F price*

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

0200400600800 Q1 2024: 491Q1 2024Q2 2024: 515Q2 2024Q3 2024: 553Q3 2024Q4 2024: 595Q4 2024Q1 2025: 604Q1 2025Q2 2025: 619Q2 2025Q3 2025: 624Q3 2025Q4 2025: 666Q4 2025Q1 2026: 678Q1 2026Q2 2026: 696Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions52$25.4M
Exits32$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.

Show all 696 holders