Vanguard Utilities ETFVPUETF
13F holders, Q2 2024 (June 30)515holders +24
48new positions
26sold out
3famous investors
$147.97avg. 13F price*
At the end of Q2 2024, 515 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 24 from Q1 2024. 48 opened new positions and 26 sold out. The largest holders were Beacon Capital Management, Inc. ($163.4M), Northwestern Mutual Wealth Management Co. ($156.5M) and Morgan Stanley ($145.3M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Utilities ETF
- CUSIP
- 92204A876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $35.2M |
| Exits | 26 | $31.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,278,365 shares bought and 666,614 shares sold, net +611,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| Beacon Capital Management, Inc. | 7.03% | Reduce -5.6% | 1,104,327 | $163.4M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +106.2% | 1,058,334 | $156.5M |
| Morgan Stanley | 0.01% | Add +2.4% | 981,977 | $145.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -4.3% | 705,452 | $104.4M |
| Bank of America Corp. | 0.01% | Add +1.3% | 620,565 | $91.8M |
| LPL Financial LLC | 0.04% | Add +6.4% | 586,456 | $86.7M |
| UBS Group AG | 0.02% | Add +28.5% | 376,679 | $55.7M |
| Empower Advisory Group, LLC | 0.20% | Add +0.1% | 367,126 | $54.3M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 264,627 | $39.1M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -5.7% | 211,748 | $31.3M |
| Cetera Investment Advisers | 0.07% | Reduce -0.5% | 197,455 | $29.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.8% | 162,922 | $24.1M |
| Royal Bank of Canada | 0.01% | Reduce -20.7% | 161,508 | $23.9M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +2.3% | 159,293 | $23.6M |
| Captrust Financial Advisors | 0.07% | Reduce -0.5% | 149,463 | $22.1M |
| PGIM Custom Harvest LLC | 0.48% | Add +32.9% | 144,416 | $21.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.3% | 141,558 | $20.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -17.7% | 131,301 | $19.4M |
| Allied Investment Advisors, LLC | 4.54% | Add +3.2% | 130,925 | $19.4M |
| Corient Private Wealth LP | 0.03% | Reduce -2.0% | 117,618 | $17.4M |
| Altfest L J & Co. Inc. | 2.31% | New | 114,069 | $16.9M |
| Davidson Investment Advisors | 0.83% | Add +1.7% | 108,762 | $16.1M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -0.1% | 103,684 | $15.4M |
| Patriot Investment Management Group, Inc. | 1.18% | Reduce -0.8% | 102,049 | $15.1M |
| Unconventional Investor, LLC | 9.07% | Add +0.6% | 87,064 | $12.9M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -7.7% | 83,646 | $12.4M |
| Federation des caisses Desjardins du Quebec | 0.06% | Reduce -4.8% | 81,632 | $12.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +22.4% | 79,820 | $11.8M |
| First National Corp. /Ma/ | 2.58% | Add +38.9% | 73,336 | $10.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.9% | 66,910 | $9.9M |
| Stifel Financial Corp. | 0.01% | Reduce -1.6% | 63,323 | $9.4M |
| MML Investors Services, LLC | 0.04% | Add +1.4% | 62,464 | $9.2M |
| Cerity Partners LLC | 0.02% | Add +1.9% | 60,629 | $9.0M |
| American Investment Services, Inc. | 1.53% | Reduce -4.9% | 58,235 | $8.6M |
| Pallas Capital Advisors LLC | 0.38% | Add +0.3% | 55,428 | $8.5M |
| Nelson Capital Management, LLC | 1.45% | Add +41.7% | 55,199 | $8.2M |
| SWAN Capital LLC | 4.43% | Add +253.7% | 54,974 | $8.1M |
| Raymond James & Associates | 0.01% | Reduce -4.3% | 54,689 | $8.1M |
| Truist Financial Corp. | 0.01% | Reduce -7.9% | 52,523 | $7.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.1% | 52,267 | $7.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -7.1% | 48,972 | $7.2M |
| Hamilton Wealth, LLC | 1.87% | Add +2.2% | 47,095 | $7.0M |
| Private Advisor Group, LLC | 0.05% | Add +4.5% | 46,946 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.8% | 40,443 | $6.0M |
| David Kennon Inc | 2.39% | Add +1.3% | 38,454 | $5.7M |
| Freedom Investment Management, Inc. | 0.46% | Reduce -10.8% | 38,039 | $5.6M |
| Ameritas Advisory Services, LLC | 0.21% | Add +5.6% | 36,856 | $5.5M |
| Vestor Capital, LLC | 0.44% | Reduce -4.8% | 36,583 | $5.4M |
| Greenline Partners, LLC | 0.82% | Add +12.8% | 36,794 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Add +1.1% | 35,366 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.7% | 35,137 | $5.2M |
| Gunma Bank,Ltd. | 4.32% | Reduce -49.3% | 35,000 | $5.2M |
| Bryn Mawr Trust Advisors, LLC | 0.28% | Reduce -1.3% | 34,078 | $5.1M |
| KCM Investment Advisors LLC | 0.18% | Add +3.4% | 33,737 | $5.0M |
| Tranquilli Financial Advisor LLC | 3.17% | Add +93.0% | 32,257 | $4.7M |
| M&T Bank Corp | 0.02% | Reduce -5.8% | 30,563 | $4.5M |
| Atria Investments, Inc | 0.06% | Reduce -0.0% | 30,253 | $4.5M |
| Dakota Wealth Management | 0.10% | Reduce -8.0% | 29,920 | $4.4M |
| Porter White Investment Advisors, Inc. | 2.33% | Reduce -1.1% | 29,425 | $4.4M |
| Exchange Traded Concepts, LLC | 0.11% | Add +0.6% | 28,771 | $4.3M |
| Dumont & Blake Investment Advisors LLC | 0.55% | Add +101.8% | 26,480 | $3.9M |
| IFG Advisory, LLC | 0.25% | Reduce -9.3% | 26,018 | $3.8M |
| FFG Retirement Advisors LLC | 2.65% | Reduce -3.2% | 25,726 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +47.9% | 25,512 | $3.8M |
| Lido Advisors, LLC | 0.03% | Add +4.9% | 24,926 | $3.7M |
| Creative Planning | 0.00% | Add +95.9% | 25,048 | $3.7M |
| Blume Capital Management, Inc. | 0.86% | Reduce -19.6% | 24,164 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +1149.0% | 24,156 | $3.6M |
| Foundations Investment Advisors, LLC | 0.09% | Add +3.7% | 23,750 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +11.2% | 23,689 | $3.5M |
| Exchange Capital Management, Inc. | 0.57% | Add +19.8% | 23,462 | $3.5M |
| Prudential Financial Inc. | 0.01% | Add +5.7% | 22,674 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -10.2% | 22,593 | $3.3M |
| Goldstone Financial Group, LLC | 0.62% | New | 20,844 | $3.1M |
| Harbour Investments, Inc. | 0.10% | Add +7.6% | 20,233 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -4.9% | 19,938 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Add +226.2% | 19,648 | $2.9M |
| Sterling Investment Advisors, Ltd. | 0.77% | Reduce -2.0% | 19,170 | $2.8M |
| Financial Advocates Investment Management | 0.18% | Add +4.5% | 19,151 | $2.8M |
| Proficio Capital Partners LLC | 0.29% | No change | 18,955 | $2.8M |
| DHK Financial Advisors, Inc. | 1.95% | No change | 18,721 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +19.5% | 18,484 | $2.8M |
| Shilanski & Associates, Inc. | 0.92% | Reduce -1.2% | 18,451 | $2.7M |
| Delta Financial Group, Inc. | 1.09% | Add +42.1% | 17,497 | $2.6M |
| Blair William & Co. | 0.01% | Add +40.9% | 17,047 | $2.5M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -1.6% | 16,876 | $2.5M |
| Ariston Services Group | 2.40% | Reduce -1.8% | 16,815 | $2.5M |
| Strengthening Families & Communities, LLC | 0.63% | Add +0.3% | 14,892 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +9.4% | 14,821 | $2.2M |
| WBH Advisory Inc. | 0.22% | Add +0.9% | 14,542 | $2.2M |
| Tudor Investment Corporation | 0.02% | New | 14,479 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +3.3% | 14,207 | $2.1M |
| Stapp Wealth Management, PLLC | 3.61% | Reduce -7.5% | 14,092 | $2.1M |
| Glassy Mountain Advisors, Inc. | 0.77% | Add +1.6% | 14,046 | $2.1M |
| Fifth Third Bancorp | 0.01% | Add +0.8% | 13,725 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -6.3% | 13,243 | $2.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -0.3% | 13,179 | $1.9M |
| Fiduciary Trust Co | 0.03% | Reduce -2.9% | 13,137 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.20% | Reduce -1.5% | 12,957 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 12,649 | $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.