Vanguard Utilities ETFVPUETF
13F holders, Q4 2024 (December 31)595holders +42
55new positions
43sold out
4famous investors
$163.46avg. 13F price*
At the end of Q4 2024, 595 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 42 from Q3 2024. 55 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($182.5M), Beacon Capital Management, Inc. ($162.5M) and Bank of America Corp. ($160.6M). 4 famous investors held it, including Paul Tudor Jones (0.1% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $50.9M |
| Exits | 43 | $29.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,366,501 shares bought and 614,382 shares sold, net +752,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 595 holders
| Morgan Stanley | 0.01% | Add +16.0% | 1,117,016 | $182.5M |
| Beacon Capital Management, Inc. | 7.04% | Reduce -3.9% | 994,370 | $162.5M |
| Bank of America Corp. | 0.01% | Add +38.4% | 982,880 | $160.6M |
| LPL Financial LLC | 0.04% | Add +8.5% | 667,124 | $109.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.2% | 602,996 | $98.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +4.0% | 564,614 | $92.3M |
| Empower Advisory Group, LLC | 0.20% | Reduce -0.1% | 364,058 | $59.5M |
| UBS Group AG | 0.01% | Reduce -26.9% | 303,809 | $49.6M |
| Wells Fargo & Company | 0.01% | Add +16.4% | 273,666 | $44.7M |
| Ameriprise Financial Inc. | 0.01% | Add +34.6% | 223,006 | $36.4M |
| Rockefeller Capital Management L.P. | 0.09% | Add +0.9% | 206,200 | $33.7M |
| Royal Bank of Canada | 0.01% | Add +5.2% | 205,664 | $33.6M |
| Cetera Investment Advisers | 0.07% | Add +3.0% | 204,188 | $33.4M |
| Captrust Financial Advisors | 0.09% | Add +0.4% | 196,468 | $32.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.9% | 158,804 | $26.0M |
| PGIM Custom Harvest LLC | 0.50% | Add +12.4% | 157,189 | $25.7M |
| Raymond James Financial Inc. | 0.01% | — | 150,893 | $24.7M |
| Osaic Holdings, Inc. | 0.05% | Add +6.6% | 137,930 | $22.6M |
| Allied Investment Advisors, LLC | 4.32% | Reduce -0.7% | 131,283 | $21.5M |
| Altfest L J & Co. Inc. | 2.43% | Add +1.5% | 116,704 | $19.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -26.9% | 115,867 | $18.9M |
| Corient Private Wealth LP | 0.03% | Reduce -3.9% | 115,060 | $18.8M |
| Two Sigma Investments, LP | 0.04% | New | 107,100 | $17.5M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +6.2% | 99,156 | $16.2M |
| Patriot Investment Management Group, Inc. | 1.19% | Reduce -2.8% | 97,028 | $15.9M |
| Federation des caisses Desjardins du Quebec | 0.08% | Add +12.7% | 90,977 | $14.9M |
| Stifel Financial Corp. | 0.01% | Add +15.2% | 86,722 | $14.2M |
| Unconventional Investor, LLC | 8.27% | Add +1.0% | 83,769 | $13.7M |
| Creative Financial Designs Inc. | 1.09% | Add +715.5% | 81,825 | $13.4M |
| SWAN Capital LLC | 5.85% | Add +14.1% | 73,415 | $12.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.5% | 65,529 | $10.7M |
| MML Investors Services, LLC | 0.04% | Add +4.0% | 65,110 | $10.6M |
| Tudor Investment Corporation | 0.11% | Add +319.1% | 61,252 | $10.0M |
| Cerity Partners LLC | 0.02% | Reduce -1.1% | 57,858 | $9.5M |
| Truist Financial Corp. | 0.01% | Reduce -3.4% | 57,199 | $9.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.3% | 57,037 | $9.3M |
| Nelson Capital Management, LLC | 1.55% | Reduce -0.3% | 56,983 | $9.3M |
| American Investment Services, Inc. | 1.64% | Add +0.2% | 56,860 | $9.3M |
| Gunma Bank,Ltd. | 3.06% | Add +88.8% | 56,624 | $9.3M |
| Pallas Capital Advisors LLC | 0.38% | Add +0.1% | 54,417 | $8.9M |
| Private Advisor Group, LLC | 0.04% | Add +4.4% | 48,769 | $8.0M |
| Hamilton Wealth, LLC | 1.92% | Reduce -6.3% | 48,532 | $7.9M |
| Vestor Capital, LLC | 0.59% | Reduce -1.1% | 47,178 | $7.7M |
| Invst, LLC | 0.93% | Reduce -5.2% | 47,068 | $7.7M |
| Richmond Brothers, Inc. | 4.83% | Add +9.9% | 46,134 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Add +21.7% | 45,945 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -0.8% | 44,619 | $7.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +125.7% | 43,283 | $7.1M |
| David Kennon Inc | 2.53% | Add +0.9% | 39,224 | $6.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.15% | New | 39,000 | $6.4M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +53.1% | 38,160 | $6.2M |
| Greenline Partners, LLC | 0.87% | Add +2.0% | 38,065 | $6.2M |
| KCM Investment Advisors LLC | 0.20% | Add +1.1% | 36,148 | $5.9M |
| Exchange Traded Concepts, LLC | 0.12% | Add +20.3% | 34,603 | $5.7M |
| Blair William & Co. | 0.02% | Add +41.0% | 34,043 | $5.6M |
| Bryn Mawr Trust Advisors, LLC | 0.30% | Reduce -1.7% | 33,731 | $5.5M |
| Tranquilli Financial Advisor LLC | 3.36% | Reduce -0.3% | 32,447 | $5.3M |
| Freedom Investment Management, Inc. | 0.43% | Add +14.7% | 31,809 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +15.5% | 31,353 | $5.1M |
| Goldstone Financial Group, LLC | 0.79% | Add +10.8% | 30,892 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -60.2% | 30,759 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +11.5% | 30,224 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.8% | 30,178 | $4.9M |
| D. E. Shaw & Co. | 0.01% | New | 29,633 | $4.8M |
| Lido Advisors, LLC | 0.03% | Add +4.4% | 28,972 | $4.7M |
| Dakota Wealth Management | 0.11% | Reduce -2.4% | 28,695 | $4.7M |
| M&T Bank Corp | 0.02% | Reduce -0.8% | 28,647 | $4.7M |
| Porter White Investment Advisors, Inc. | 2.37% | Reduce -1.7% | 28,570 | $4.7M |
| Atria Investments, Inc | 0.06% | Reduce -1.6% | 28,375 | $4.6M |
| Exchange Capital Management, Inc. | 0.74% | Add +6.0% | 28,362 | $4.6M |
| DMKC Advisory Services, LLC | 4.11% | — | 27,719 | $4.5M |
| IFG Advisory, LLC | 0.25% | Add +0.7% | 27,035 | $4.4M |
| Foundations Investment Advisors, LLC | 0.08% | Add +4.0% | 26,423 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.7% | 26,356 | $4.3M |
| Creative Planning | 0.00% | Add +4.7% | 25,585 | $4.2M |
| FFG Retirement Advisors LLC | 2.55% | Reduce -5.2% | 23,906 | $3.9M |
| Royal Fund Management, LLC | 0.42% | Add +8.2% | 23,130 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Add +16.1% | 23,416 | $3.8M |
| Aspire Capital Advisors LLC | 1.08% | New | 23,213 | $3.8M |
| Advisory Services Network, LLC | 0.07% | Add +15.9% | 22,775 | $3.7M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +0.7% | 20,545 | $3.4M |
| Delta Financial Group, Inc. | 0.74% | Add +4.0% | 19,382 | $3.2M |
| MRA Advisory Group | 1.66% | New | 19,205 | $3.1M |
| Financial Advocates Investment Management | 0.18% | Reduce -12.4% | 19,185 | $3.1M |
| DHK Financial Advisors, Inc. | 1.90% | Add +1.6% | 19,171 | $3.1M |
| Proficio Capital Partners LLC | 0.25% | No change | 19,095 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.2% | 18,833 | $3.1M |
| Sterling Investment Advisors, Ltd. | 0.71% | Reduce -2.5% | 17,905 | $2.9M |
| Shilanski & Associates, Inc. | 0.93% | Reduce -0.7% | 17,675 | $2.9M |
| Allworth Financial LP | 0.02% | Add +1952.9% | 16,690 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -1.8% | 17,207 | $2.8M |
| First National Corp. /Ma/ | 0.63% | Reduce -40.4% | 17,128 | $2.8M |
| Comprehensive Money Management Services LLC | 2.24% | — | 16,605 | $2.7M |
| Guerra Advisors Inc | 1.50% | — | 16,581 | $2.7M |
| Ariston Services Group | 2.34% | Reduce -1.1% | 16,510 | $2.7M |
| Wealthspire Advisors, LLC | 0.03% | No change | 16,470 | $2.7M |
| Fifth Third Securities, Inc. | 0.23% | Add +60.6% | 16,226 | $2.7M |
| Apollon Financial, LLC | 0.66% | New | 16,131 | $2.6M |
| Strengthening Families & Communities, LLC | 1.49% | Add +3.7% | 16,107 | $2.6M |
| Glassy Mountain Advisors, Inc. | 0.90% | Add +10.7% | 16,034 | $2.6M |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.