Vanguard Utilities ETFVPUETF

13F holders, Q1 2025 (March 31)
604holders +9
54new positions
39sold out
2famous investors
$170.98avg. 13F price*

At the end of Q1 2025, 604 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 9 from Q4 2024. 54 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($203.3M), Bank of America Corp. ($157.4M) and Envestnet Asset Management Inc. ($109.8M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions54$21.3M
Exits39$13.8M

All 13F filers, Q4 2024 → Q1 2025: 977,235 shares bought and 1,326,523 shares sold, net −349,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 604 holders

Morgan Stanley 0.01% Add +6.5% 1,190,152 $203.3M
Bank of America Corp. 0.01% Reduce -6.3% 921,375 $157.4M
Envestnet Asset Management Inc. 0.04% Add +6.6% 643,021 $109.8M
LPL Financial LLC 0.04% Reduce -7.5% 617,370 $105.5M
Northwestern Mutual Wealth Management Co. 0.09% Add +8.2% 611,050 $104.4M
Empower Advisory Group, LLC 0.21% Add +4.6% 380,900 $65.1M
Beacon Capital Management, Inc. 2.36% Reduce -73.4% 264,905 $47.4M
UBS Group AG 0.01% Reduce -9.2% 275,727 $47.1M
Wells Fargo & Company 0.01% Add +0.4% 274,805 $46.9M
Ameriprise Financial Inc. 0.01% Add +17.9% 263,041 $44.9M
Captrust Financial Advisors 0.10% Add +14.2% 224,353 $38.3M
Cetera Investment Advisers 0.07% Add +6.9% 218,335 $37.3M
Rockefeller Capital Management L.P. 0.09% Reduce -1.3% 203,495 $34.8M
Royal Bank of Canada 0.01% Reduce -7.5% 190,248 $32.5M
PGIM Custom Harvest LLC 0.73% Add +13.4% 178,291 $30.5M
Commonwealth Equity Services, LLC 0.04% Add +6.6% 169,216 $28.9M
Raymond James Financial Inc. 0.01% Add +9.8% 165,611 $28.3M
Osaic Holdings, Inc. 0.06% Add +13.0% 155,867 $26.7M
Allied Investment Advisors, LLC 4.44% Add +4.4% 137,094 $23.4M
Altfest L J & Co. Inc. 2.59% Add +3.5% 120,754 $20.6M
Corient Private Wealth LP 0.03% Add +4.0% 119,701 $20.4M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -8.6% 105,873 $18.1M
Nan Shan Life Insurance Co., Ltd. 0.42% Add +166.4% 103,880 $17.7M
Tiaa Trust, National Association 0.05% Add +2023.8% 96,441 $16.5M
Patriot Investment Management Group, Inc. 1.22% Reduce -2.2% 94,879 $16.2M
Creative Financial Designs Inc. 1.21% Add +8.6% 88,845 $15.2M
Stifel Financial Corp. 0.02% Add +0.8% 87,398 $14.9M
Unconventional Investor, LLC 8.41% Reduce -0.6% 83,273 $14.2M
Atria Wealth Solutions, Inc. 0.16% Reduce -19.8% 79,499 $13.6M
Federation des caisses Desjardins du Quebec 0.07% Reduce -14.5% 77,781 $13.3M
MML Investors Services, LLC 0.04% Add +13.8% 74,127 $12.7M
SWAN Capital LLC 5.36% Reduce -7.4% 67,974 $11.6M
Two Sigma Investments, LP 0.03% Reduce -39.7% 64,600 $11.0M
PNC Financial Services Group, Inc. 0.01% Reduce -1.6% 64,464 $11.0M
Pallas Capital Advisors LLC 0.42% Add +7.6% 58,529 $10.0M
Nelson Capital Management, LLC 1.72% Add +2.4% 58,326 $10.0M
Cerity Partners LLC 0.02% Reduce -1.6% 56,923 $9.7M
American Investment Services, Inc. 1.70% Reduce -0.3% 56,690 $9.7M
Private Advisor Group, LLC 0.06% Add +12.3% 54,742 $9.4M
Goldman Sachs Group Inc. 0.00% Reduce -7.7% 52,636 $9.0M
Truist Financial Corp. 0.01% Reduce -9.6% 51,692 $8.8M
JPMorgan Chase & Co. 0.00% Add +8.2% 49,730 $8.5M
Hamilton Wealth, LLC 2.03% Add +1.6% 49,283 $8.4M
Richmond Brothers, Inc. 5.16% Add +3.6% 47,775 $8.2M
Vestor Capital, LLC 0.66% Reduce -0.5% 46,965 $8.0M
Envestnet Portfolio Solutions, Inc. 0.03% Add +0.9% 45,042 $7.7M
First National Corp. /Ma/ 1.70% Add +162.6% 44,976 $7.7M
Avantax Advisory Services, Inc. 0.04% Reduce -1.2% 42,760 $7.3M
HighTower Advisors, LLC 0.01% Add +62.0% 42,684 $7.3M
Blair William & Co. 0.02% Add +23.3% 41,961 $7.2M
CW Advisors, LLC 0.09% Add +291.0% 41,706 $7.1M
David Kennon Inc 2.73% Add +2.3% 40,135 $6.9M
Stratos Wealth Advisors, LLC 0.37% Add +3.5% 39,510 $6.7M
Invst, LLC 0.90% Reduce -17.8% 38,684 $6.6M
KCM Investment Advisors LLC 0.23% Add +1.5% 36,682 $6.3M
Goldstone Financial Group, LLC 0.94% Add +17.9% 36,437 $6.2M
Greenline Partners, LLC 0.87% Reduce -7.6% 35,172 $6.0M
Exchange Traded Concepts, LLC 0.10% Reduce -1.8% 33,987 $5.8M
Bryn Mawr Trust Advisors, LLC 0.34% Reduce -0.6% 33,545 $5.7M
Tranquilli Financial Advisor LLC 3.53% Add +0.8% 32,693 $5.6M
Exchange Capital Management, Inc. 0.86% Add +9.6% 31,071 $5.3M
Atria Investments, Inc 0.06% Add +3.0% 29,211 $5.0M
Porter White Investment Advisors, Inc. 2.43% Add +0.7% 28,758 $4.9M
Lido Advisors, LLC 0.03% Reduce -0.8% 28,750 $4.9M
Freedom Investment Management, Inc. 0.41% Reduce -10.2% 28,557 $4.9M
M&T Bank Corp 0.02% Reduce -0.4% 28,533 $4.9M
Dakota Wealth Management 0.11% Reduce -2.2% 28,068 $4.8M
DMKC Advisory Services, LLC 4.30% Add +0.8% 27,955 $4.8M
Janney Montgomery Scott LLC 0.01% Reduce -9.7% 27,764 $4.7M
IFG Advisory, LLC 0.26% Add +0.7% 27,234 $4.7M
Foundations Investment Advisors, LLC 0.08% Add +1.8% 26,901 $4.6M
Mercer Global Advisors Inc. 0.01% Reduce -14.4% 25,843 $4.4M
Creative Planning 0.00% Add +0.7% 25,768 $4.4M
Gunma Bank,Ltd. 1.38% Reduce -55.9% 25,000 $4.3M
Visionary Wealth Advisors 0.24% Add +114.5% 23,159 $4.0M
Tudor Investment Corporation 0.03% Reduce -63.4% 22,404 $3.8M
Aspire Capital Advisors LLC 1.12% Reduce -5.3% 21,972 $3.8M
MRA Advisory Group 1.91% Add +9.2% 20,975 $3.6M
Wilmington Savings Fund Society, FSB 0.07% No change 20,545 $3.5M
Moss Adams Wealth Advisors LLC 0.37% Add +1155.4% 20,363 $3.5M
Delta Financial Group, Inc. 0.78% Add +3.7% 20,102 $3.4M
Capitolis Liquid Global Markets LLC 0.03% New 19,800 $3.4M
Sterling Investment Advisors, Ltd. 0.81% Add +10.4% 19,775 $3.4M
DHK Financial Advisors, Inc. 1.81% Add +0.7% 19,310 $3.3M
Proficio Capital Partners LLC 0.25% No change 19,095 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +124.9% 19,113 $3.3M
Pathstone Holdings, LLC 0.01% Add +1.1% 19,045 $3.3M
Financial Advocates Investment Management 0.23% Reduce -1.9% 18,822 $3.2M
GWN Securities Inc. 0.18% New 18,646 $3.2M
J.W. Cole Advisors, Inc. 0.10% Add +266.4% 18,688 $3.2M
Apollon Financial, LLC 0.74% Add +12.6% 18,166 $3.1M
Shilanski & Associates, Inc. 0.96% Add +2.0% 18,033 $3.1M
Comprehensive Money Management Services LLC 2.43% Add +6.2% 17,636 $3.0M
Sigma Planning Corp 0.09% Add +35.6% 17,121 $2.9M
Integrated Wealth Concepts LLC 0.03% Reduce -28.6% 16,722 $2.9M
D. E. Shaw & Co. 0.00% Reduce -43.9% 16,618 $2.8M
Ariston Services Group 2.37% Add +0.6% 16,614 $2.8M
Glassy Mountain Advisors, Inc. 1.00% Add +2.8% 16,484 $2.8M
Wealthspire Advisors, LLC 0.02% No change 16,470 $2.8M
Mariner, LLC 0.00% Add +43.3% 16,226 $2.8M

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

Show all 604 holders