Vanguard Utilities ETFVPUETF
13F holders, Q3 2024 (September 30)553holders +38
72new positions
32sold out
2famous investors
$174.06avg. 13F price*
At the end of Q3 2024, 553 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 38 from Q2 2024. 72 opened new positions and 32 sold out. The largest holders were Beacon Capital Management, Inc. ($180.0M), Morgan Stanley ($167.6M) and Bank of America Corp. ($123.6M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $41.3M |
| Exits | 32 | $27.5M |
All 13F filers, Q2 2024 → Q3 2024: 781,475 shares bought and 1,149,948 shares sold, net −368,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 553 holders
| Beacon Capital Management, Inc. | 7.50% | Reduce -6.3% | 1,034,447 | $180.0M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 962,731 | $167.6M |
| Bank of America Corp. | 0.01% | Add +14.4% | 710,255 | $123.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -4.8% | 671,432 | $116.9M |
| LPL Financial LLC | 0.05% | Add +4.8% | 614,776 | $107.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -48.7% | 542,780 | $94.5M |
| UBS Group AG | 0.02% | Add +10.4% | 415,783 | $72.4M |
| Empower Advisory Group, LLC | 0.21% | Reduce -0.8% | 364,276 | $63.4M |
| Wells Fargo & Company | 0.01% | Reduce -11.1% | 235,188 | $40.9M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -3.5% | 204,391 | $35.6M |
| Cetera Investment Advisers | 0.08% | Add +0.4% | 198,217 | $34.5M |
| Captrust Financial Advisors | 0.10% | Add +31.0% | 195,762 | $34.1M |
| Royal Bank of Canada | 0.01% | Add +21.0% | 195,424 | $34.0M |
| Ameriprise Financial Inc. | 0.01% | Add +1.7% | 165,708 | $28.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -0.5% | 158,461 | $27.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.0% | 152,835 | $26.6M |
| PGIM Custom Harvest LLC | 0.49% | Reduce -3.1% | 139,903 | $24.4M |
| Allied Investment Advisors, LLC | 4.56% | Add +1.0% | 132,249 | $23.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.5% | 129,367 | $22.5M |
| Corient Private Wealth LP | 0.03% | Add +1.8% | 119,678 | $20.8M |
| Altfest L J & Co. Inc. | 2.67% | Add +0.8% | 115,030 | $20.0M |
| Patriot Investment Management Group, Inc. | 1.28% | Reduce -2.1% | 99,856 | $17.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +24.1% | 99,069 | $17.2M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -9.9% | 93,391 | $16.3M |
| Unconventional Investor, LLC | 9.01% | Reduce -4.8% | 82,913 | $14.4M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -1.1% | 80,744 | $14.1M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -7.7% | 77,232 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +18.9% | 75,284 | $13.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.6% | 65,873 | $11.5M |
| SWAN Capital LLC | 5.51% | Add +17.1% | 64,352 | $11.2M |
| MML Investors Services, LLC | 0.04% | Add +0.3% | 62,624 | $10.9M |
| Truist Financial Corp. | 0.02% | Add +12.7% | 59,202 | $10.3M |
| Cerity Partners LLC | 0.02% | Reduce -3.5% | 58,519 | $10.2M |
| Nelson Capital Management, LLC | 1.68% | Add +3.5% | 57,126 | $9.9M |
| American Investment Services, Inc. | 1.65% | Reduce -2.6% | 56,740 | $9.9M |
| Pallas Capital Advisors LLC | 0.41% | Reduce -1.9% | 54,374 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 52,202 | $9.1M |
| Hamilton Wealth, LLC | 2.20% | Add +9.9% | 51,781 | $9.0M |
| Invst, LLC | 1.05% | Add +3335.1% | 49,672 | $8.6M |
| Raymond James & Associates | 0.01% | Reduce -9.2% | 49,660 | $8.6M |
| Vestor Capital, LLC | 0.65% | Add +30.4% | 47,718 | $8.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.5% | 46,731 | $8.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -8.2% | 44,981 | $7.8M |
| Richmond Brothers, Inc. | 4.50% | New | 41,965 | $7.3M |
| David Kennon Inc | 2.66% | Add +1.1% | 38,881 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 37,739 | $6.6M |
| Greenline Partners, LLC | 0.93% | Add +1.4% | 37,304 | $6.5M |
| KCM Investment Advisors LLC | 0.21% | Add +5.9% | 35,736 | $6.2M |
| L & S Advisors Inc | 0.72% | New | 35,351 | $6.2M |
| Bryn Mawr Trust Advisors, LLC | 0.32% | Add +0.7% | 34,323 | $6.0M |
| Tranquilli Financial Advisor LLC | 3.55% | Add +0.8% | 32,527 | $5.7M |
| Gunma Bank,Ltd. | 2.15% | Reduce -14.3% | 30,000 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.4% | 29,367 | $5.1M |
| Dakota Wealth Management | 0.12% | Reduce -1.8% | 29,387 | $5.1M |
| Porter White Investment Advisors, Inc. | 2.53% | Reduce -1.3% | 29,058 | $5.1M |
| M&T Bank Corp | 0.02% | Reduce -5.5% | 28,875 | $5.0M |
| Atria Investments, Inc | 0.06% | Reduce -4.7% | 28,829 | $5.0M |
| Exchange Traded Concepts, LLC | 0.12% | No change | 28,771 | $5.0M |
| First National Corp. /Ma/ | 1.11% | Reduce -60.8% | 28,719 | $5.0M |
| Goldstone Financial Group, LLC | 0.84% | Add +33.8% | 27,880 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +88.5% | 27,944 | $4.8M |
| Lido Advisors, LLC | 0.04% | Add +11.3% | 27,740 | $4.8M |
| Freedom Investment Management, Inc. | 0.38% | Reduce -27.1% | 27,731 | $4.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.4% | 27,141 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +14.4% | 27,107 | $4.7M |
| IFG Advisory, LLC | 0.30% | Add +3.2% | 26,853 | $4.7M |
| Exchange Capital Management, Inc. | 0.74% | Add +14.1% | 26,765 | $4.7M |
| Foundations Investment Advisors, LLC | 0.09% | Add +7.0% | 25,414 | $4.4M |
| FFG Retirement Advisors LLC | 2.86% | Reduce -2.0% | 25,220 | $4.4M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +10.3% | 24,924 | $4.3M |
| Creative Planning | 0.00% | Reduce -2.5% | 24,433 | $4.3M |
| Blair William & Co. | 0.01% | Add +41.7% | 24,150 | $4.2M |
| Financial Advocates Investment Management | 0.22% | Add +14.3% | 21,896 | $3.8M |
| Royal Fund Management, LLC | 0.27% | Add +132.8% | 21,386 | $3.8M |
| Prudential Financial Inc. | 0.01% | Reduce -7.1% | 21,065 | $3.7M |
| Harbour Investments, Inc. | 0.11% | Add +2.7% | 20,782 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.06% | New | 20,400 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +53.0% | 20,169 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -3.8% | 19,178 | $3.3M |
| Proficio Capital Partners LLC | 0.33% | Add +0.7% | 19,095 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -46.1% | 19,069 | $3.3M |
| DHK Financial Advisors, Inc. | 2.03% | Add +0.8% | 18,879 | $3.3M |
| Delta Financial Group, Inc. | 1.21% | Add +6.6% | 18,645 | $3.2M |
| Sterling Investment Advisors, Ltd. | 0.81% | Reduce -4.2% | 18,370 | $3.2M |
| Shilanski & Associates, Inc. | 1.01% | Reduce -3.6% | 17,795 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -5.2% | 17,524 | $3.1M |
| Advisory Services Network, LLC | 0.06% | No change | 19,648 | $2.9M |
| Ariston Services Group | 2.53% | Reduce -0.7% | 16,695 | $2.9M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -2.4% | 16,470 | $2.9M |
| Crown Wealth Group, LLC | 1.20% | New | 15,874 | $2.8M |
| Strengthening Families & Communities, LLC | 0.69% | Add +4.3% | 15,527 | $2.7M |
| Banque Cantonale Vaudoise | 0.11% | Add +43.3% | 15,324 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Add +4.2% | 14,810 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +166.5% | 14,704 | $2.6M |
| Stapp Wealth Management, PLLC | 4.12% | Add +4.1% | 14,673 | $2.6M |
| Tudor Investment Corporation | 0.03% | Add +0.9% | 14,615 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +16.1% | 14,527 | $2.5M |
| Glassy Mountain Advisors, Inc. | 0.89% | Add +3.1% | 14,485 | $2.5M |
| WBH Advisory Inc. | 0.24% | Reduce -0.9% | 14,409 | $2.5M |
| Independent Financial Group, LLC | 0.09% | Add +25.1% | 14,094 | $2.5M |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.