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

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 2024

InstitutionsTotal Value
New Positions52$43.3M
Exits54$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
BOS Asset Management, LLC 0.98% Reduce -18.7% 13,070 $1.9M
Creative Planning 0.00% Add +3.5% 12,784 $1.8M
Delta Financial Group, Inc. 0.52% Add +40.0% 12,314 $1.8M
MassMutual Private Wealth & Trust, FSB 0.05% Add +2.2% 12,268 $1.7M
Blair William & Co. 0.01% Add +421.6% 12,097 $1.7M
Flagstar Securities, Inc. 0.48% Add +17.5% 11,993 $1.7M
Heritage Trust Co 0.23% Reduce -6.4% 11,871 $1.7M
Steward Partners Investment Advisory, LLC 0.02% Add +2.3% 11,797 $1.7M
J.W. Cole Advisors, Inc. 0.08% Reduce -30.1% 11,732 $1.7M
Madden Advisory Services, Inc. 0.86% Add +4.6% 11,453 $1.6M
Mariner, LLC 0.00% Add +10.7% 11,002 $1.6M
Sharper & Granite LLC 0.74% Add +11.6% 10,850 $1.5M
Moran Wealth Management, LLC 0.05% New 10,661 $1.5M
Creative Financial Designs Inc. 0.14% Add +4.0% 10,497 $1.5M
Royal Fund Management, LLC 0.17% Add +14.1% 10,373 $1.5M
Macquarie Group Ltd. 0.00% New 10,391 $1.5M
Independent Order of Foresters 0.94% New 10,391 $1.5M
Callan Capital, LLC 0.13% Reduce -0.4% 10,300 $1.5M
Concourse Financial Group Securities, Inc. 0.09% Add +4.2% 10,185 $1.5M
Glen Eagle Advisors, LLC 0.27% Add +0.1% 10,113 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -2.4% 9,794 $1.4M
Castle Rock Wealth Management, LLC 0.38% Reduce -5.5% 9,396 $1.4M
Old Second National Bank of Aurora 0.35% Reduce -4.6% 9,580 $1.4M
Tower Research Capital LLC (TRC) 0.03% Add +239.1% 9,545 $1.4M
Guidance Point Advisors, LLC 0.45% Reduce -9.2% 9,325 $1.3M
Bailard, Inc. 0.04% Reduce -10.0% 9,099 $1.3M
Curran Financial Partners, LLC 0.44% Reduce -0.3% 8,914 $1.3M
Independent Financial Group, LLC 0.06% Add +146.7% 8,897 $1.3M
Trinity Legacy Partners, LLC 0.37% Add +56.8% 8,888 $1.3M
Csenge Advisory Group 0.07% Add +2.6% 8,827 $1.3M
CENTRAL TRUST Co 0.03% No change 8,726 $1.2M
Raab & Moskowitz Asset Management LLC 0.34% Add +14.2% 8,642 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -0.1% 8,640 $1.2M
Regal Investment Advisors LLC 0.08% New 8,638 $1.2M
Compass Ion Advisors, LLC 0.18% Reduce -1.7% 8,548 $1.2M
CX Institutional 0.06% Add +14.1% 8,303 $1.2M
Charter Oak Capital Management, LLC 0.13% Reduce -3.9% 8,272 $1.2M
Sovereign Financial Group, Inc. 0.31% Reduce -1.4% 8,185 $1.2M
Bard Associates Inc. 0.42% New 8,170 $1.2M
Private Portfolio Partners LLC 0.24% Add +16.2% 8,095 $1.2M
International Assets Investment Management, LLC 0.12% Add +186.3% 7,977 $1.1M
Glass Jacobson Investment Advisors llc 0.42% Add +4.5% 7,882 $1.1M
Whalen Wealth Management Inc. 0.81% New 7,659 $1.1M
Baker Ellis Asset Management LLC 0.16% Reduce -7.3% 7,600 $1.1M
Centaurus Financial, Inc. 0.07% Reduce -13.3% 7,515 $1.1M
Tranquility Partners, LLC 0.41% Add +0.8% 7,475 $1.1M
Bessemer Group Inc. 0.00% No change 7,350 $1.0M
Axiom Financial Strategies, LLC 0.65% Reduce -1.7% 7,214 $1.0M
Woodward Diversified Capital, LLC 0.63% New 7,163 $1.0M
Kennedy Investment Group, Inc. 0.54% Add +2.2% 7,155 $1.0M
Carl P. Sherr & Co., LLC 0.57% Add +0.0% 7,136 $1.0M
EP Wealth Advisors, LLC 0.01% Add +45.5% 6,841 $975K
Asset Dedication, LLC 0.07% Reduce -24.2% 6,856 $974K
Bleakley Financial Group, LLC 0.03% New 6,826 $973K
Simplicity Wealth,LLC 0.02% New 6,826 $973K
Brookstone Capital Management 0.02% Reduce -4.1% 6,709 $957K
Main Street Financial Solutions, LLC 0.10% Add +39.5% 6,589 $939K
Accel Wealth Management 0.40% Add +11.1% 6,576 $938K
Summit Financial, LLC 0.05% Add +164.8% 6,497 $926K
Guild Investment Management, Inc. 1.18% Reduce -5.5% 6,490 $925K
Founders Financial Alliance, LLC 0.28% Add +0.1% 6,483 $924K
Park National Corp. 0.04% Reduce -5.0% 6,405 $913K
First Personal Financial Services 0.21% Reduce -3.9% 6,303 $899K
Citigroup Inc. 0.00% Reduce -54.9% 6,292 $897K
First Bancorp, Inc 0.68% Reduce -0.9% 6,257 $892K
Sigma Planning Corp 0.03% Add +177.6% 6,247 $891K
Gray Wealth Management Inc. 0.39% Add +5.6% 6,166 $879K
Independent Family Office, LLC 0.47% No change 6,116 $872K
InterOcean Capital Group, LLC 0.02% No change 6,113 $872K
Advisory Services Network, LLC 0.02% Add +4.9% 6,023 $859K
FMR LLC 0.00% Add +5.3% 5,973 $852K
CoreCap Advisors, LLC 0.04% Add +19.8% 5,909 $843K
Choate Investment Advisors 0.02% New 5,882 $839K
Sax Wealth Advisors, LLC 0.10% Add +10.1% 5,834 $832K
Archford Capital Strategies, LLC 0.14% Reduce -10.5% 5,807 $828K
Total Clarity Wealth Management, Inc. 0.29% Add +7.3% 5,757 $821K
Johnson Investment Counsel Inc. 0.01% Reduce -14.2% 5,711 $814K
Banque Cantonale Vaudoise 0.03% Add +722.5% 5,692 $812K
Kellett Wealth Advisors, LLC 0.56% Add +0.9% 5,694 $812K
Foster Group, Inc. 0.04% Add +5.6% 5,674 $809K
Altiora Financial Group, LLC 0.22% No change 5,650 $806K
Piscataqua Savings Bank 0.71% Add +282350.0% 5,649 $805K
Steele Capital Management, Inc. 0.05% Reduce -13.7% 5,644 $805K
PFG Investments, LLC 0.05% New 5,609 $800K
City State Bank 0.34% Add +12.2% 5,461 $779K
Orion Porfolio Solutions, LLC 0.01% New 5,451 $777K
Orion Portfolio Solutions, LLC 0.01% New 5,451 $777K
Equitable Holdings, Inc. 0.01% Reduce -11.9% 5,442 $776K
Mutual Advisors, LLC 0.02% Reduce -4.4% 5,440 $776K
Flagship Harbor Advisors, LLC 0.05% Add +7.7% 5,418 $772K
First Financial Corp. 0.39% Reduce -4.4% 5,414 $772K
PFG Advisors 0.05% Reduce -7.5% 5,271 $752K
Tiaa Trust, National Association 0.00% Reduce -11.8% 5,263 $750K
Joule Financial, LLC 0.31% Add +2.3% 5,261 $750K
Prospera Financial Services Inc 0.02% Reduce -7.1% 5,202 $742K
Comerica Bank 0.00% Add +1.4% 5,136 $732K
IHT Wealth Management, LLC 0.03% Reduce -0.8% 5,130 $731K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.30% No change 5,105 $728K
Spire Wealth Management 0.01% Reduce -3.4% 5,076 $724K
Sweeney & Michel, LLC 0.32% — 4,663 $723K
Clear Creek Financial Management, LLC 0.09% Add +0.3% 4,903 $699K
OneDigital Investment Advisors LLC 0.01% Reduce -31.3% 4,812 $686K
V2 Financial group LLC 0.47% No change 4,800 $684K
Interactive Financial Advisors, Inc. 0.38% Add +2.2% 4,758 $678K
Navis Wealth Advisors, LLC 0.81% No change 4,751 $677K
My Personal CFO, LLC 0.38% Add +15.9% 4,666 $665K
Bison Wealth, LLC 0.10% Reduce -1.6% 4,519 $644K
Valmark Advisers, Inc. 0.01% Reduce -7.4% 4,511 $643K
Wealthspire Retirement, LLC 0.06% Reduce -9.6% 4,508 $643K
National Wealth Management Group, LLC 0.50% Reduce -6.8% 4,503 $642K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -2.0% 4,452 $635K
Rothschild Investment LLC 0.04% Add +21.7% 4,210 $600K
McAdam, LLC 0.04% Reduce -15.5% 4,198 $598K
Essex Financial Services, Inc. 0.05% No change 4,136 $590K
River Street Advisors LLC 0.40% Add +6.2% 4,116 $587K
Investment Advisory Services Inc. /TX 0.21% No change 4,108 $586K
Qube Research & Technologies Ltd 0.00% Reduce -4.3% 4,072 $581K
Hancock Whitney Corp. 0.02% No change 4,064 $579K
Wealthfront Advisers LLC 0.00% Add +68.9% 4,058 $579K
Consolidated Portfolio Review Corp 0.15% Reduce -66.3% 4,047 $577K
Christensen, King & Associates Investment Services, Inc. 0.29% Reduce -1.9% 4,031 $575K
Conrad Siegel Investment Advisors, Inc. 0.17% Add +0.4% 4,022 $573K
Bigelow Investment Advisors, LLC 0.28% Add +129.0% 4,008 $571K
Country Club Bank 0.04% No change 4,007 $571K
Cwm, LLC 0.00% Reduce -31.3% 3,980 $567K
CVA Family Office, LLC 0.10% Reduce -7.5% 3,970 $566K
Anchor Investment Management, LLC 0.06% Add +19.9% 3,926 $560K
Bartlett & Co. Wealth Management LLC 0.01% No change 3,902 $556K
First Heartland Consultants, Inc. 0.06% Add +1.7% 3,896 $556K
Maltin Wealth Management, Inc. 0.31% Add +2.0% 3,892 $555K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.3% 3,869 $552K
FirstPurpose Wealth LLC 0.19% Add +40.3% 3,811 $536K
Hartline Investment Corp./ 0.09% New 3,734 $532K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +14.1% 3,734 $532K
TD Waterhouse Canada Inc. 0.00% Add +2.4% 3,653 $519K
Leavell Investment Management, Inc. 0.03% Reduce -18.2% 3,605 $514K
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 3,607 $514K
Private Wealth Group, LLC 0.27% No change 3,595 $513K
Seamount Financial Group Inc. 0.44% Add +9.6% 3,539 $505K
Retirement Planning Group, LLC 0.04% Add +126.8% 3,538 $504K
Money Concepts Capital Corp. 0.05% Add +101.0% 3,533 $504K
BCM Advisors, LLC 0.13% Reduce -7.9% 3,452 $499K
Tilia Fiduciary Partners, Inc. 0.40% Reduce -3.3% 3,488 $497K
First Commonwealth Financial Corp 0.13% No change 3,434 $490K
Cherry Tree Wealth Management, LLC 0.12% Reduce -10.1% 3,397 $484K
Virtue Capital Management, LLC 0.09% Add +70.2% 3,398 $477K
Advisors Capital Management, LLC 0.01% Add +0.9% 3,326 $474K
Inspire Advisors, LLC 0.07% Add +2.1% 3,310 $472K
Kestra Private Wealth Services, LLC 0.01% Add +13.2% 3,295 $470K
Ancora Advisors LLC 0.01% No change 3,223 $460K
D.A. Davidson & Co. 0.00% Reduce -3.8% 3,083 $440K
Buckingham Strategic Wealth, LLC 0.00% Reduce -20.3% 3,002 $428K
Investment House LLC 0.03% New 3,000 $428K
Cross Staff Investments Inc 0.36% No change 2,994 $427K
Geneos Wealth Management Inc. 0.02% Add +164.8% 2,969 $423K
Northstar Group, Inc. 0.09% No change 2,920 $416K
Trek Financial, LLC 0.03% No change 2,913 $415K
Arlington Capital Management, Inc. 0.34% New 2,885 $411K
Wealth Effects LLC 0.15% No change 2,877 $410K
U.S. Capital Wealth Advisors, LLC 0.02% Add +81.0% 2,783 $397K
Mission Wealth Management, LP 0.01% Add +2.4% 2,777 $396K
Wealthcare Advisory Partners LLC 0.01% Add +11.7% 2,772 $395K
Flagship Private Wealth, LLC 0.25% No change 2,756 $393K
Snowden Capital Advisors LLC 0.01% Add +1.9% 2,755 $393K
Autumn Glory Partners, LLC 0.19% Add +0.0% 2,702 $385K
Cedar Brook Financial Partners, LLC 0.08% Add +0.2% 2,686 $383K
McClarren Financial Advisors, Inc. 0.27% Reduce -10.4% 2,679 $382K
O'ROURKE & COMPANY, Inc 0.22% Add +20.7% 2,679 $382K
Roman Butler Fullerton & Co. 0.14% No change 2,663 $381K
Van Hulzen Asset Management, LLC 0.03% Reduce -25.8% 2,657 $379K
White Lighthouse Investment Management Inc. 0.08% Reduce -1.2% 2,644 $377K
Patton Albertson Miller Group, LLC 0.06% No change 2,624 $374K
Focus Partners Wealth 0.00% New 2,610 $372K
Parallel Advisors, LLC 0.01% Add +0.7% 2,602 $371K
Meridian Financial Partners LLC 0.47% Add +4.2% 2,715 $369K
MAI Capital Management 0.00% Reduce -8.6% 2,585 $369K
Evanson Asset Management, LLC 0.03% Reduce -35.6% 2,552 $364K
First Manhattan Co. Llc. 0.00% No change 2,504 $357K
Northeast Investment Management 0.02% No change 2,498 $356K
Cora Capital Advisors LLC 0.19% No change 2,492 $355K
Elevate Wealth Advisory, Inc. 0.30% Reduce -3.9% 2,449 $349K
Bluespring Wealth Management, LLC 0.04% No change 2,420 $345K
Kovack Advisors, Inc. 0.04% Add +0.4% 2,407 $343K
AE Wealth Management LLC 0.00% Reduce -86.2% 2,401 $342K
Sharp Wealth Advisory, LLC 0.32% Reduce -7.7% 2,400 $342K
Houlihan Financial Resource Group, Ltd. 0.15% Reduce -14.1% 2,392 $341K
Principal Securities, Inc. 0.01% Add +24.1% 2,384 $340K
Waverly Advisors, LLC 0.01% New 2,354 $336K
Checchi Capital Advisers, LLC 0.03% Reduce -0.3% 2,353 $335K
Chemistry Wealth Management LLC 0.09% No change 2,337 $333K
Merit Financial Group, LLC 0.01% New 2,234 $332K
US Bancorp \de 0.00% Reduce -6.9% 2,296 $327K
Lincoln National Corp. 0.01% Reduce -74.8% 2,288 $326K
Moneco Advisors, LLC 0.05% Add +28.5% 2,257 $322K
Mill Creek Capital Advisors, LLC 0.01% No change 2,245 $320K
OneAscent Wealth Management LLC 0.12% Add +31.2% 2,224 $317K
Basso Capital Management, L.P. 0.30% No change 2,210 $315K
WNY Asset Management, LLC 0.05% New 2,201 $314K
Acorn Wealth Advisors, LLC 0.16% Reduce -1.2% 2,192 $313K
Global Retirement Partners, LLC 0.01% Reduce -21.9% 2,169 $309K
Beam Wealth Advisors, Inc. 0.19% Add +42.4% 2,168 $309K
Graves Light Lenhart Wealth, Inc. 0.04% Add +0.6% 2,139 $305K
Northwest Financial Advisors 0.33% Add +1871.3% 2,129 $304K
Raymond James Trust N.A. 0.01% No change 2,111 $301K
Joel Isaacson & Co., LLC 0.02% Add +0.8% 2,087 $298K
Simmons Bank 0.02% No change 2,080 $297K
Stonebridge Financial Planning Group, LLC 0.16% Reduce -53.8% 2,080 $297K
Relative Value Partners Group, LLC 0.02% No change 2,215 $293K
Fulcrum Capital LLC 0.07% No change 2,050 $292K
Cardiff Park Advisors, LLC 0.03% No change 2,022 $288K
Financial Freedom, LLC 0.17% Add +0.1% 2,020 $288K
Bridge Creek Capital Management LLC 0.09% Add +17.0% 1,978 $282K
Aspen Wealth Strategies, LLC 0.19% No change 1,972 $281K
Poehling Capital Management, INC. 0.07% No change 1,950 $278K
Bank of New York Mellon Corp 0.00% New 1,946 $277K
Susquehanna International Group, LLP 0.00% Reduce -59.6% 1,934 $276K
Focus Financial Network, Inc. 0.01% — 1,935 $270K
MontVue Capital Management, Inc. 0.24% Add +23.9% 1,884 $269K
Caitlin John, LLC 0.20% Add +17.6% 1,881 $268K
Private Trust Co. NA 0.03% Reduce -6.7% 1,864 $266K
Swisher Financial Concepts, Inc. 0.23% Add +0.2% 1,884 $265K
Panoramic Investment Advisors, LLC 0.19% Reduce -16.0% 1,852 $264K
Retirement Planning Co of New England, Inc. 0.14% Add +1.4% 1,837 $262K
Mather Group, Llc. 0.00% No change 1,865 $256K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 1,778 $253K
Tyche Wealth Partners LLC 0.06% No change 1,725 $246K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% Reduce -0.5% 1,721 $245K
Heritage Wealth Management, LLC 0.12% No change 1,700 $242K
Northern Trust Corp. 0.00% Reduce -15.0% 1,700 $242K
NewEdge Advisors, LLC 0.00% Reduce -65.3% 1,668 $238K
Atlas Capital Advisors Inc. 0.04% Add +38.2% 1,667 $238K
Modern Wealth Management, LLC 0.02% New 1,664 $237K
Clearstead Advisors, LLC 0.01% Add +136.1% 1,530 $237K
Summit Financial Strategies, Inc. 0.03% No change 1,653 $236K
Realta Investment Advisors 0.05% Add +0.2% 1,650 $235K
Garden State Investment Advisory Services LLC 0.09% Reduce -6.3% 1,648 $235K
Plancorp, LLC 0.01% Reduce -5.8% 1,635 $233K
Montag A & Associates Inc. 0.01% No change 1,632 $233K
Derbend Asset Management 0.11% New 1,626 $232K
Choreo, LLC 0.01% Reduce -11.2% 1,578 $225K
Novak & Powell Financial Services, Inc. 0.17% Add +1.6% 5,670 $223K
One Charles Private Wealth Services, LLC 0.10% New 1,556 $222K
Compound Planning, Inc. 0.02% New 1,542 $220K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.1% 1,525 $217K
Alpha Cubed Investments, LLC 0.01% Reduce -27.4% 1,520 $217K
Curtis Advisory Group, LLC 0.08% No change 1,502 $214K
Rwa Wealth Partners, LLC 0.00% New 1,500 $214K
Washington Trust Advisors, Inc. 0.02% No change 1,495 $213K
Western Pacific Wealth Management, LP 0.15% New 1,484 $212K
DAVENPORT & Co LLC 0.00% New 1,484 $212K
Strategic Blueprint, LLC 0.01% Reduce -2.0% 1,478 $211K
CWA Asset Management Group, LLC 0.01% No change 1,466 $209K
Western Wealth Management, LLC 0.02% Reduce -3.8% 1,442 $206K
Invst, LLC 0.02% New 1,449 $205K
New England Private Wealth Advisors LLC 0.04% New 1,445 $205K
Mgo One Seven LLC 0.01% Reduce -9.2% 1,436 $205K
RBA Wealth Management, LLC 0.08% New 1,431 $204K
First PREMIER Bank 0.05% No change 1,425 $203K
StoneX Group Inc. 0.02% Reduce -53.9% 1,422 $203K
N.E.W. Advisory Services LLC 0.02% New 1,421 $203K
Thoroughbred Financial Services, LLC 0.02% Reduce -29.6% 1,423 $202K
Front Row Advisors LLC 0.07% New 1,405 $200K
Great Valley Advisor Group, Inc. 0.01% New 1,403 $200K
CIBC Private Wealth Group LLC 0.00% New 1,332 $189K
Cape Investment Advisory, Inc. 0.09% Add +338.1% 1,310 $187K
Bank of Montreal 0.00% Reduce -86.8% 1,283 $183K
Glenmede Trust Co. NA 0.00% Reduce -24.3% 1,245 $178K
Norwood Financial Corp 0.25% No change 1,216 $173K
Tortoise Investment Management, LLC 0.02% Add +8.8% 1,197 $171K
North Star Investment Management Corp. 0.01% Reduce -6.5% 1,137 $162K
Coston, McIsaac & Partners 0.05% Reduce -2.3% 1,036 $147K
Avior Wealth Management, LLC 0.01% No change 1,015 $145K
Whittier Trust Co. 0.00% No change 1,000 $143K
Atticus Wealth Management, LLC 0.05% Reduce -14.7% 973 $139K
NFSG Corp 0.06% Reduce -44.7% 961 $137K
Ulland Investment Advisors, LLC 0.11% No change 938 $134K
Farther Finance Advisors, LLC 0.01% Add +224.8% 942 $134K
Pacific Center for Financial Services 0.04% No change 918 $131K
Bokf, NA 0.00% Reduce -39.7% 901 $128K
Caldwell Trust Co 0.01% No change 892 $127K
Continuum Advisory, LLC 0.02% New 809 $125K
Allworth Financial LP 0.00% Reduce -6.3% 853 $122K
Financial Perspectives, Inc 0.04% No change 828 $118K
IFP Advisors, Inc 0.01% Add +870.6% 825 $118K
MidAtlantic Capital Management, Inc. 0.10% No change 777 $111K
Annapolis Financial Services, LLC 0.04% No change 750 $107K
Colony Family Offices, LLC 0.03% No change 740 $106K
Signaturefd, LLC 0.00% Add +2.5% 736 $105K
Progressive Investment Management Corp 0.03% No change 700 $100K
Capital Advisors, Ltd. LLC 0.01% No change 666 $95K
Laurel Wealth Advisors LLC 0.02% No change 650 $93K
Salomon & Ludwin, LLC 0.01% Reduce -5.5% 621 $89K
TD Private Client Wealth LLC 0.00% Add +17.6% 600 $86K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.7% 584 $83K
Jones Financial Companies LLLP 0.00% Add +490.5% 561 $80K
Bellevue Asset Management, LLC 0.04% No change 525 $75K
Assetmark, Inc. 0.00% Add +598.6% 510 $73K
Tompkins Financial Corp. 0.01% Reduce -10.1% 500 $71K
Valley National Advisers Inc. 0.01% Reduce -59.8% 500 $71K
Cedar Wealth Management, LLC 0.02% Add +29.4% 475 $68K
St Germain D J Co. Inc. 0.00% Reduce -16.7% 460 $66K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 450 $64K
Sandy Spring Bank 0.00% Add +7.1% 450 $64K
Bogart Wealth, LLC 0.00% No change 448 $64K
Crewe Advisors LLC 0.01% No change 433 $62K
City Holding Co. 0.01% No change 423 $60K
Ramirez Asset Management, Inc. 0.01% No change 420 $60K
Colonial Trust Co / SC 0.01% No change 420 $60K
Paladin Advisory Group, LLC 0.04% No change 380 $54K
Center for Financial Planning, Inc. 0.01% No change 375 $53K
Davis Capital Management 0.05% No change 375 $53K
Private Capital Management LLC 0.01% No change 372 $53K
Venturi Wealth Management, LLC 0.00% Add +3236.4% 367 $52K
Arax Advisory Partners 0.01% Add +0.8% 361 $51K
Armstrong Advisory Group, Inc. 0.00% No change 365 $50K
True Wealth Design, LLC 0.01% No change 348 $50K
EverSource Wealth Advisors, LLC 0.00% Add +135.5% 325 $47K
Smithfield Trust Co 0.00% No change 325 $46K
AdvisorNet Financial, Inc 0.00% Reduce -77.6% 315 $45K
Howe & Rusling Inc. 0.00% No change 310 $44K
PFG Private Wealth Management, LLC 0.03% Reduce -0.3% 289 $41K
Barrett & Company, Inc. 0.02% Reduce -26.7% 275 $39K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 273 $39K
Robbins Farley 0.02% Add +16.5% 268 $38K
Balentine LLC 0.00% New 267 $38K
Aptus Capital Advisors, LLC 0.00% Add +63.2% 266 $38K
Lanark Financial, Inc. 0.00% Reduce -34.2% 264 $37K
Benjamin F. Edwards & Company, Inc. 0.00% Add +0.8% 260 $37K
Clean Yield Group 0.01% New 258 $37K
Financial Gravity Asset Management, Inc. 0.01% No change 267 $37K
SOA Wealth Advisors, LLC. 0.01% No change 250 $36K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -47.1% 249 $36K
Main Street Group, LTD 0.02% No change 245 $35K
Raffa Wealth Management, LLC 0.01% Reduce -11.4% 225 $32K
NBT Bank, N.A. 0.00% Add +0.5% 224 $32K
Dagco, Inc. 0.01% New 215 $31K
LGT Financial Advisors LLC 0.03% Reduce -0.9% 210 $30K
McIlrath & Eck, LLC 0.00% No change 195 $28K
United Community Bank 0.01% No change 190 $27K
ICA Group Wealth Management, LLC 0.01% Reduce -40.6% 190 $27K
GPS Wealth Strategies Group, LLC 0.00% No change 188 $27K
Register Financial Advisors LLC 0.01% New 186 $27K
FAS Wealth Partners, Inc. 0.00% Add +1.3% 155 $22K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -5.4% 140 $20K
National Bank of Canada 0.00% Reduce -70.3% 127 $20K
Beacon Capital Management, LLC 0.00% Add +3.2% 129 $18K
Ameritas Investment Partners, Inc. 0.00% No change 125 $18K
Plante Moran Financial Advisors, LLC 0.00% Add +14.9% 123 $18K
Clearstead Trust, LLC 0.00% No change 106 $15K
Hanson & Doremus Investment Management 0.00% No change 108 $15K
Clarity Asset Management, Inc. 0.01% Add +1.0% 105 $15K
NorthRock Partners, LLC 0.00% No change 102 $15K
Oliver Lagore Vanvalin Investment Group 0.00% No change 101 $14K
Bfsg, LLC 0.00% No change 100 $14K
Nomura Asset Management Co. Ltd. 0.00% No change 100 $14K
First United Bank & Trust 0.00% No change 90 $13K
Key Financial Inc 0.00% No change 89 $13K
Jackson Hole Capital Partners, LLC 0.00% No change 88 $13K
Gables Capital Management Inc. 0.01% No change 85 $12K
BNP Paribas Financial Markets 0.00% Reduce -28.2% 84 $12K
POM Investment Strategies, LLC 0.01% No change 81 $12K
Tower View Wealth Management LLC 0.01% No change 77 $11K
Capital Analysts, LLC 0.00% No change 80 $11K
Addison Advisors LLC 0.00% No change 75 $11K
Independence Bank of Kentucky 0.00% No change 70 $10K
FinTrust Capital Advisors, LLC 0.00% No change 65 $9K
Community Bank, N.A. 0.00% Reduce -86.0% 65 $9K
Deutsche Bank AG 0.00% No change 59 $8K
First Horizon Advisors, Inc. 0.00% No change 57 $8K
FSA Wealth Management LLC 0.00% No change 53 $8K
Custom Portfolio Group LLC 0.01% No change 50 $7K
TD Capital Management LLC 0.00% No change 50 $7K
Hazlett, Burt & Watson, Inc. 0.00% No change 50 $7K
Blue Trust, Inc. 0.00% No change 48 $7K
AllSquare Wealth Management LLC 0.00% No change 40 $6K
Bray Capital Advisors 0.00% No change 35 $5K
Iron Horse Wealth Management, LLC 0.00% No change 32 $5K
Adirondack Trust Co. 0.00% Reduce -62.5% 30 $4K
Farmers & Merchants Investments Inc. 0.00% No change 27 $4K
Woodmont Investment Counsel LLC 0.00% New 22 $3K
Carmichael Hill & Associates, Inc. 0.00% No change 20 $3K
Sanctuary Wealth Management, L.L.C. 0.00% New 16 $2K
Bank of New Hampshire 0.00% No change 15 $2K
Transamerica Financial Advisors, LLC 0.00% No change 8 $2K
Armor Investment Advisors, LLC 0.00% New 13 $2K
Janiczek Wealth Management, LLC 0.00% No change 8 $1K
Benjamin Edwards Inc. 0.00% New 7 $1K
Integrity Financial Corp 0.00% Add +33.3% 4 $570
Angeles Wealth Management, LLC 0.00% New 4 $570
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $428
BlackRock Inc. 0.00% No change 1 $73

"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.