Vanguard Utilities ETFVPUETF
13F holders, Q1 2024 (March 31)491holders
1famous investor
$142.42avg. 13F price*
At the end of Q1 2024, 491 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings. The largest holders were Beacon Capital Management, Inc. ($165.9M), Morgan Stanley ($136.7M) and Envestnet Asset Management Inc. ($105.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Utilities ETF
- CUSIP
- 92204A876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $43.3M |
| Exits | 54 | $42.8M |
Ownership 491 holders
| Beacon Capital Management, Inc. | 6.95% | Add +2772.3% | 1,169,917 | $165.9M |
| Morgan Stanley | 0.01% | Reduce -3.7% | 958,643 | $136.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +227.2% | 736,851 | $105.1M |
| Bank of America Corp. | 0.01% | Reduce -30.8% | 612,772 | $87.4M |
| LPL Financial LLC | 0.04% | Reduce -2.9% | 551,149 | $78.6M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +32.6% | 513,156 | $73.2M |
| Empower Advisory Group, LLC | 0.20% | Add +12.2% | 366,691 | $52.3M |
| UBS Group AG | 0.01% | Reduce -5.8% | 293,168 | $41.8M |
| Wells Fargo & Company | 0.01% | Reduce -14.9% | 270,796 | $38.6M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -6.0% | 224,473 | $32.0M |
| Royal Bank of Canada | 0.01% | Add +94.7% | 203,762 | $29.1M |
| Cetera Investment Advisers | 0.07% | Add +846.2% | 198,388 | $28.3M |
| Ameriprise Financial Inc. | 0.01% | Add +59.2% | 176,612 | $25.2M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.1% | 165,176 | $23.6M |
| Osaic Holdings, Inc. | 0.05% | Add +7.5% | 159,546 | $22.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +3.2% | 155,778 | $22.2M |
| Captrust Financial Advisors | 0.08% | Add +2.5% | 150,235 | $21.4M |
| Allied Investment Advisors, LLC | 4.37% | Add +8.7% | 126,907 | $18.1M |
| Corient Private Wealth LP | 0.03% | Reduce -0.2% | 120,039 | $17.1M |
| PGIM Custom Harvest LLC | 0.38% | Add +65.2% | 108,647 | $15.5M |
| Davidson Investment Advisors | 0.79% | Add +94.2% | 106,898 | $15.2M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +143.7% | 103,732 | $14.8M |
| Patriot Investment Management Group, Inc. | 1.16% | Reduce -3.1% | 102,825 | $14.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -2.4% | 90,601 | $12.9M |
| Hound Partners, LLC | 3.71% | Reduce -69.3% | 87,266 | $12.4M |
| Unconventional Investor, LLC | 8.89% | Add +0.9% | 86,546 | $12.3M |
| Federation des caisses Desjardins du Quebec | 0.09% | Reduce -25.4% | 85,776 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +230.7% | 70,773 | $10.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +5.4% | 70,328 | $10.0M |
| Gunma Bank,Ltd. | 5.18% | Add +40.8% | 69,000 | $9.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +11.7% | 65,228 | $9.3M |
| Stifel Financial Corp. | 0.01% | Add +15.9% | 64,352 | $9.2M |
| MML Investors Services, LLC | 0.04% | Add +4.0% | 61,617 | $8.8M |
| American Investment Services, Inc. | 1.55% | Reduce -1.4% | 61,246 | $8.7M |
| Cerity Partners LLC | 0.02% | Reduce -4.3% | 59,520 | $8.6M |
| Raymond James & Associates | 0.01% | Reduce -4.2% | 57,160 | $8.1M |
| Truist Financial Corp. | 0.01% | Reduce -5.2% | 57,047 | $8.1M |
| Pallas Capital Advisors LLC | 0.33% | Add +31.5% | 55,240 | $7.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +2878.6% | 52,691 | $7.5M |
| First National Corp. /Ma/ | 1.78% | Reduce -0.3% | 52,804 | $7.2M |
| Hamilton Wealth, LLC | 2.05% | Add +35.6% | 46,086 | $6.6M |
| Private Advisor Group, LLC | 0.05% | Add +3.1% | 44,914 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.5% | 43,875 | $6.3M |
| Freedom Investment Management, Inc. | 0.49% | Add +6.3% | 42,631 | $6.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.14% | No change | 41,400 | $5.9M |
| Nelson Capital Management, LLC | 1.06% | Add +16.2% | 38,954 | $5.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.5% | 38,920 | $5.5M |
| Vestor Capital, LLC | 0.46% | Reduce -1.2% | 38,435 | $5.5M |
| David Kennon Inc | 2.31% | New | 37,963 | $5.4M |
| Ameritas Advisory Services, LLC | 0.21% | Add +54.3% | 34,910 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Add +0.5% | 34,999 | $5.0M |
| Bryn Mawr Trust Advisors, LLC | 0.28% | Reduce -4.5% | 34,542 | $4.9M |
| KCM Investment Advisors LLC | 0.17% | Add +1.3% | 32,625 | $4.7M |
| Greenline Partners, LLC | 0.74% | Add +5.8% | 32,610 | $4.7M |
| Dakota Wealth Management | 0.12% | Reduce -4.7% | 32,535 | $4.6M |
| M&T Bank Corp | 0.02% | Add +0.2% | 32,445 | $4.6M |
| Atria Investments, Inc | 0.06% | New | 30,261 | $4.3M |
| Blume Capital Management, Inc. | 1.05% | Add +1.4% | 30,062 | $4.3M |
| Porter White Investment Advisors, Inc. | 2.25% | Add +10.3% | 29,742 | $4.2M |
| IFG Advisory, LLC | 0.31% | Add +3.0% | 28,703 | $4.1M |
| Exchange Traded Concepts, LLC | 0.11% | New | 28,614 | $4.1M |
| Citadel Advisors | 0.00% | Add +21.9% | 27,323 | $3.9M |
| FFG Retirement Advisors LLC | 2.67% | Add +2.5% | 26,580 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +19.9% | 25,162 | $3.6M |
| Lido Advisors, LLC | 0.03% | Add +18.6% | 23,769 | $3.4M |
| Foundations Investment Advisors, LLC | 0.09% | Add +3.3% | 22,894 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -3.9% | 21,449 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +218.7% | 21,300 | $3.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +58.1% | 20,967 | $3.0M |
| Exchange Capital Management, Inc. | 0.45% | Add +1.1% | 19,584 | $2.8M |
| Sterling Investment Advisors, Ltd. | 0.78% | Reduce -0.4% | 19,570 | $2.8M |
| Visionary Wealth Advisors | 0.19% | Add +74.4% | 19,258 | $2.7M |
| Proficio Capital Partners LLC | 0.30% | Add +8.7% | 18,955 | $2.7M |
| Harbour Investments, Inc. | 0.10% | Reduce -1.1% | 18,798 | $2.7M |
| DHK Financial Advisors, Inc. | 1.89% | Add +0.8% | 18,721 | $2.7M |
| Shilanski & Associates, Inc. | 0.92% | Reduce -1.1% | 18,679 | $2.7M |
| Financial Advocates Investment Management | 0.15% | New | 18,321 | $2.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +39.3% | 17,249 | $2.5M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.7% | 17,150 | $2.4M |
| Ariston Services Group | 2.34% | Reduce -0.9% | 17,114 | $2.4M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -25.4% | 16,787 | $2.4M |
| Tranquilli Financial Advisor LLC | 1.59% | New | 16,717 | $2.4M |
| Eagle Strategies LLC | 0.51% | New | 15,998 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +560.4% | 15,718 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -4.9% | 15,706 | $2.2M |
| SWAN Capital LLC | 1.26% | Add +36.6% | 15,542 | $2.2M |
| Stapp Wealth Management, PLLC | 3.79% | Add +32.2% | 15,232 | $2.2M |
| Strengthening Families & Communities, LLC | 1.25% | Add +8.7% | 14,840 | $2.1M |
| WBH Advisory Inc. | 0.21% | Reduce -4.1% | 14,413 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -8.7% | 14,130 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -9.1% | 15,462 | $2.0M |
| Glassy Mountain Advisors, Inc. | 0.74% | Add +4.2% | 13,820 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +28.9% | 13,756 | $2.0M |
| Fifth Third Bancorp | 0.01% | Reduce -2.9% | 13,621 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +4.8% | 13,553 | $1.9M |
| Fiduciary Trust Co | 0.03% | Reduce -27.1% | 13,522 | $1.9M |
| GTS Securities LLC | 0.05% | New | 13,355 | $1.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -10.1% | 13,214 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.20% | Add +1.9% | 13,156 | $1.9M |
| Dumont & Blake Investment Advisors LLC | 0.54% | Add +0.9% | 13,125 | $1.9M |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.