Vanguard Utilities ETFVPUETF
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $21.3M |
| Exits | 39 | $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.