Vanguard Utilities ETFVPUETF

13F holders, Q2 2025 (June 30)
619holders +15
53new positions
36sold out
4famous investors
$176.54avg. 13F price*

At the end of Q2 2025, 619 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 15 from Q1 2025. 53 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($206.9M), Bank of America Corp. ($172.0M) and Beacon Capital Management, Inc. ($130.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions53$39.0M
Exits36$31.6M

All 13F filers, Q1 2025 → Q2 2025: 1,456,266 shares bought and 849,079 shares sold, net +607,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 619 holders

Morgan Stanley 0.01% Reduce -1.5% 1,172,083 $206.9M
Bank of America Corp. 0.01% Add +5.7% 974,255 $172.0M
Beacon Capital Management, Inc. 6.70% Add +178.2% 737,018 $130.1M
LPL Financial LLC 0.04% Add +19.0% 734,807 $129.7M
Northwestern Mutual Wealth Management Co. 0.08% Add +5.7% 645,724 $114.0M
Envestnet Asset Management Inc. 0.03% Reduce -20.4% 511,501 $90.3M
Empower Advisory Group, LLC 0.20% Reduce -1.3% 375,973 $66.4M
UBS Group AG 0.01% Add +13.8% 313,800 $55.4M
Ameriprise Financial Inc. 0.01% Add +8.3% 284,776 $50.3M
Wells Fargo & Company 0.01% Add +1.6% 279,320 $49.3M
Captrust Financial Advisors 0.09% Add +2.0% 228,944 $40.4M
Royal Bank of Canada 0.01% Add +15.9% 220,451 $38.9M
Rockefeller Capital Management L.P. 0.08% Reduce -0.5% 202,388 $35.7M
PGIM Custom Harvest LLC 0.69% Add +6.7% 190,141 $33.6M
Osaic Holdings, Inc. 0.06% Add +20.4% 187,682 $33.2M
Raymond James Financial Inc. 0.01% Add +11.8% 185,185 $32.7M
Commonwealth Equity Services, LLC 0.04% Add +4.7% 177,159 $31.3M
Cetera Investment Advisers 0.05% Reduce -23.9% 166,163 $29.3M
Allied Investment Advisors, LLC 4.28% Add +1.2% 138,765 $24.5M
Altfest L J & Co. Inc. 2.57% Add +2.2% 123,394 $21.8M
Corient Private Wealth LP 0.03% Reduce -4.9% 113,833 $20.1M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -0.9% 104,956 $18.5M
Nan Shan Life Insurance Co., Ltd. 0.41% No change 103,880 $18.3M
Stifel Financial Corp. 0.02% Add +13.4% 99,122 $17.5M
Creative Financial Designs Inc. 1.20% Add +6.3% 94,440 $16.7M
Patriot Investment Management Group, Inc. 1.15% Reduce -1.1% 93,795 $16.6M
Federation des caisses Desjardins du Quebec 0.07% Add +9.2% 84,958 $15.0M
MML Investors Services, LLC 0.04% Add +13.2% 83,941 $14.8M
Unconventional Investor, LLC 8.06% Reduce -0.8% 82,619 $14.6M
BNP Paribas Financial Markets 0.01% Add +52392.5% 77,164 $13.6M
Private Advisor Group, LLC 0.07% Add +25.9% 68,922 $12.2M
Cerity Partners LLC 0.02% Add +4.6% 59,549 $10.5M
Nelson Capital Management, LLC 1.38% Add +1.4% 59,136 $10.4M
JPMorgan Chase & Co. 0.00% Add +18.2% 58,774 $10.4M
Pallas Capital Advisors LLC 0.39% Reduce -0.0% 58,512 $10.3M
Blair William & Co. 0.03% Add +37.1% 57,525 $10.2M
PNC Financial Services Group, Inc. 0.01% Reduce -11.2% 57,225 $10.1M
American Investment Services, Inc. 2.41% Reduce -5.5% 53,563 $9.5M
CW Advisors, LLC 0.09% Add +26.3% 52,667 $9.3M
Atria Wealth Solutions, Inc. 0.21% Reduce -35.3% 51,419 $9.1M
Truist Financial Corp. 0.01% Reduce -5.2% 48,993 $8.6M
HighTower Advisors, LLC 0.01% Add +7.8% 46,008 $8.1M
Janney Montgomery Scott LLC 0.02% Add +58.9% 44,113 $7.8M
Richmond Brothers, Inc. 4.94% Reduce -10.5% 42,771 $7.5M
Avantax Advisory Services, Inc. 0.04% Reduce -4.6% 40,811 $7.2M
Goldman Sachs Group Inc. 0.00% Reduce -22.6% 40,742 $7.2M
David Kennon Inc 2.64% Reduce -0.2% 40,064 $7.1M
Goldstone Financial Group, LLC 0.88% Add +2.9% 37,508 $6.6M
KCM Investment Advisors LLC 0.22% Add +0.1% 36,732 $6.5M
Stratos Wealth Advisors, LLC 0.33% Reduce -11.8% 34,863 $6.2M
SWAN Capital LLC 2.57% Reduce -50.6% 33,565 $5.9M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -25.5% 33,550 $5.9M
Greenline Partners, LLC 0.79% Reduce -5.7% 33,185 $5.9M
Bryn Mawr Trust Advisors, LLC 0.32% Reduce -2.3% 32,762 $5.8M
Exchange Capital Management, Inc. 0.85% Add +4.3% 32,423 $5.7M
Lido Advisors, LLC 0.03% Add +10.0% 31,623 $5.6M
DMKC Advisory Services, LLC 2.86% Add +10.0% 30,751 $5.5M
Exchange Traded Concepts, LLC 0.07% Reduce -11.2% 30,169 $5.3M
Foundations Investment Advisors, LLC 0.08% Add +8.0% 29,057 $5.1M
Porter White Investment Advisors, Inc. 2.37% Add +0.1% 28,793 $5.1M
Tandem Wealth Advisors LLC 2.48% New 28,466 $5.0M
Freedom Investment Management, Inc. 0.39% Reduce -3.2% 27,638 $4.9M
Jane Street Group, LLC 0.01% New 27,609 $4.9M
IFG Advisory, LLC 0.24% Reduce -0.3% 27,140 $4.8M
Atria Investments, Inc 0.06% Reduce -8.5% 26,731 $4.7M
Hamilton Wealth, LLC 1.05% Reduce -45.8% 26,712 $4.7M
Dakota Wealth Management 0.10% Reduce -5.7% 26,472 $4.7M
M&T Bank Corp 0.02% Reduce -8.5% 26,109 $4.6M
Moss Adams Wealth Advisors LLC 0.41% Add +25.9% 25,645 $4.5M
Creative Planning 0.00% Reduce -3.0% 24,998 $4.4M
Aspire Capital Advisors LLC 1.20% Add +12.3% 24,673 $4.4M
Mercer Global Advisors Inc. 0.01% Reduce -5.6% 24,390 $4.3M
Sigma Planning Corp 0.13% Add +42.4% 24,371 $4.3M
Visionary Wealth Advisors 0.22% Add +4.4% 24,183 $4.3M
First National Corp. /Ma/ 0.83% Reduce -47.9% 23,419 $4.1M
DHK Financial Advisors, Inc. 2.27% Add +15.8% 22,366 $3.9M
Tranquilli Financial Advisor LLC 2.35% Reduce -34.3% 21,468 $3.8M
Nomura Asset Management Co. Ltd. 0.01% Add +227.7% 21,300 $3.8M
MRA Advisory Group 1.72% Reduce -1.1% 20,748 $3.7M
Wilmington Savings Fund Society, FSB 0.06% No change 20,545 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.6% 19,998 $3.5M
Kestra Advisory Services, LLC 0.02% Add +42.7% 19,865 $3.5M
Apollon Financial, LLC 0.73% Add +8.8% 19,770 $3.5M
White Lighthouse Investment Management Inc. 0.57% Add +167.7% 19,705 $3.5M
J.W. Cole Advisors, Inc. 0.07% Add +5.2% 19,654 $3.5M
Sterling Investment Advisors, Ltd. 0.75% Reduce -2.3% 19,319 $3.4M
Mariner, LLC 0.00% Add +17.6% 19,089 $3.4M
Proficio Capital Partners LLC 0.21% Reduce -0.1% 19,081 $3.4M
Pathstone Holdings, LLC 0.01% No change 19,045 $3.4M
Integrated Wealth Concepts LLC 0.03% Add +9.7% 18,338 $3.2M
Shilanski & Associates, Inc. 0.91% Add +0.5% 18,121 $3.2M
Financial Advocates Investment Management 0.26% Reduce -5.8% 17,720 $3.1M
Comprehensive Money Management Services LLC 2.33% Reduce -1.4% 17,388 $3.1M
Farther Finance Advisors, LLC 0.06% Add +26.3% 17,201 $3.0M
Adams Wealth Management 0.58% New 17,187 $3.0M
CacheTech Inc. 0.56% New 17,187 $3.0M
Ariston Services Group 2.08% Reduce -0.1% 16,605 $2.9M
Glassy Mountain Advisors, Inc. 0.94% Reduce -0.1% 16,472 $2.9M
Capital Investment Advisory Services, LLC 0.24% Add +7.2% 16,432 $2.9M
Wealthspire Advisors, LLC 0.02% Reduce -0.2% 16,430 $2.9M

"% 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 619 holders