Vanguard Utilities ETFVPUETF

13F holders, Q3 2025 (September 30)
624holders +5
44new positions
37sold out
2famous investors
$189.37avg. 13F price*

At the end of Q3 2025, 624 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 5 from Q2 2025. 44 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($210.0M), Bank of America Corp. ($190.6M) and LPL Financial LLC ($157.7M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions44$20.9M
Exits37$27.8M

All 13F filers, Q2 2025 → Q3 2025: 855,554 shares bought and 808,500 shares sold, net +47,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 624 holders

Morgan Stanley 0.01% Reduce -5.4% 1,108,492 $210.0M
Bank of America Corp. 0.01% Add +3.3% 1,006,256 $190.6M
LPL Financial LLC 0.05% Add +13.3% 832,609 $157.7M
Northwestern Mutual Wealth Management Co. 0.08% Add +2.0% 658,484 $124.7M
Beacon Capital Management, Inc. 5.78% Reduce -13.3% 639,099 $121.1M
Envestnet Asset Management Inc. 0.03% Add +1.4% 518,389 $98.2M
Empower Advisory Group, LLC 0.20% Reduce -0.9% 372,748 $70.6M
Wells Fargo & Company 0.01% Add +23.1% 343,746 $65.1M
Ameriprise Financial Inc. 0.01% Add +4.4% 297,342 $56.4M
UBS Group AG 0.01% Reduce -9.9% 282,752 $53.6M
Osaic Holdings, Inc. 0.06% Add +24.1% 232,850 $43.3M
Captrust Financial Advisors 0.09% Reduce -0.2% 228,572 $43.3M
Rockefeller Capital Management L.P. 0.07% Reduce -1.1% 200,250 $37.9M
Raymond James Financial Inc. 0.01% Add +6.3% 196,927 $37.3M
Royal Bank of Canada 0.01% Reduce -11.1% 195,961 $37.1M
PGIM Custom Harvest LLC 0.56% Add +2.9% 195,671 $37.1M
Cetera Investment Advisers 0.04% Add +11.5% 185,258 $35.1M
Commonwealth Equity Services, LLC 0.04% Add +1.8% 180,307 $34.2M
Nan Shan Life Insurance Co., Ltd. 0.61% Add +46.8% 152,541 $28.9M
Cambridge Investment Research Advisors, Inc. 0.06% Add +12.1% 117,680 $22.3M
Stifel Financial Corp. 0.02% Add +6.1% 105,168 $19.9M
Creative Financial Designs Inc. 1.27% Add +5.5% 99,625 $18.9M
Patriot Investment Management Group, Inc. 1.14% Reduce -1.5% 92,401 $17.5M
Allied Investment Advisors, LLC 2.67% Reduce -36.1% 88,649 $16.8M
Federation des caisses Desjardins du Quebec 0.06% Add +2.2% 86,791 $16.4M
MML Investors Services, LLC 0.04% Add +1.3% 85,003 $16.1M
Unconventional Investor, LLC 7.85% Add +0.0% 82,654 $15.7M
BNP Paribas Financial Markets 0.01% Add +0.5% 77,527 $14.7M
JPMorgan Chase & Co. 0.00% Add +29.1% 75,906 $14.4M
Lido Advisors, LLC 0.05% Add +109.7% 66,318 $12.6M
Private Advisor Group, LLC 0.06% Reduce -6.5% 64,478 $12.2M
Nelson Capital Management, LLC 1.36% Add +2.3% 60,518 $11.5M
Cerity Partners LLC 0.02% Add +1.2% 60,246 $11.4M
Pallas Capital Advisors LLC 0.41% Add +1.0% 59,082 $11.2M
Vestor Capital, LLC 0.71% Add +11285.5% 58,294 $11.0M
Blair William & Co. 0.03% Reduce -1.0% 56,974 $10.8M
PNC Financial Services Group, Inc. 0.01% Reduce -0.9% 56,735 $10.7M
SWAN Capital LLC 4.31% Add +67.4% 56,180 $10.6M
American Investment Services, Inc. 2.43% Reduce -0.3% 53,427 $10.1M
Truist Financial Corp. 0.01% Add +7.6% 52,727 $10.0M
HighTower Advisors, LLC 0.01% Add +9.1% 50,179 $9.5M
Goldstone Financial Group, LLC 1.10% Add +31.4% 49,277 $9.3M
Janney Montgomery Scott LLC 0.02% Add +10.2% 48,629 $9.2M
Richmond Brothers, Inc. 4.94% Reduce -3.4% 41,312 $7.8M
David Kennon Inc 2.69% Reduce -1.4% 39,504 $7.5M
Stratos Wealth Advisors, LLC 0.36% Add +12.5% 39,214 $7.4M
Greenline Partners, LLC 0.86% Add +13.1% 37,526 $7.1M
KCM Investment Advisors LLC 0.23% Add +0.9% 37,062 $7.0M
Bryn Mawr Trust Advisors, LLC 0.31% Reduce -0.0% 32,753 $6.2M
Exchange Traded Concepts, LLC 0.06% Add +0.9% 30,449 $5.8M
Foundations Investment Advisors, LLC 0.08% Add +4.0% 30,210 $5.7M
Mercer Global Advisors Inc. 0.01% Add +21.8% 29,698 $5.6M
Porter White Investment Advisors, Inc. 2.33% Reduce -0.5% 28,641 $5.4M
IFG Advisory, LLC 0.24% Add +1.8% 27,615 $5.2M
Nomura Asset Management Co. Ltd. 0.01% Add +29.1% 27,500 $5.2M
Dakota Wealth Management 0.10% Add +3.3% 27,337 $5.2M
Hamilton Wealth, LLC 1.08% Add +1.9% 27,218 $5.2M
Creative Planning 0.00% Add +8.4% 27,098 $5.1M
Sigma Planning Corp 0.15% Add +10.8% 27,003 $5.1M
Aspire Capital Advisors LLC 1.25% Add +8.3% 26,725 $5.1M
Atria Investments, Inc 0.06% Reduce -0.3% 26,647 $5.0M
Farther Finance Advisors, LLC 0.07% Add +49.8% 25,761 $4.9M
Moss Adams Wealth Advisors LLC 0.38% No change 25,645 $4.9M
Visionary Wealth Advisors 0.22% Add +0.7% 24,345 $4.6M
Stonegate Management LLC 3.02% — 24,049 $4.6M
New England Private Wealth Advisors LLC 0.60% Add +1500.4% 24,022 $4.6M
Kestra Advisory Services, LLC 0.02% Add +20.1% 23,858 $4.5M
Harbour Investments, Inc. 0.10% Add +54.1% 23,497 $4.5M
Gunma Bank,Ltd. 1.36% New 22,946 $4.3M
First National Corp. /Ma/ 0.82% Reduce -3.6% 22,566 $4.3M
M&T Bank Corp 0.01% Reduce -13.6% 22,567 $4.3M
Integrated Wealth Concepts LLC 0.04% Add +22.0% 22,368 $4.2M
Apollon Financial, LLC 0.69% Add +10.1% 21,757 $4.1M
MRA Advisory Group 1.80% Add +4.8% 21,743 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.2% 21,040 $4.1M
Bard Associates Inc. 1.09% Add +122.0% 21,537 $4.1M
Wilmington Savings Fund Society, FSB 0.09% No change 20,545 $3.9M
Tranquilli Financial Advisor LLC 2.29% Reduce -4.5% 20,494 $3.9M
Corient Private Wealth LP 0.01% Reduce -82.2% 20,295 $3.8M
Jones Financial Companies LLLP 0.00% Add +27.0% 20,137 $3.8M
Goldman Sachs Group Inc. 0.00% Reduce -51.2% 19,871 $3.8M
J.W. Cole Advisors, Inc. 0.07% Add +0.9% 19,833 $3.8M
Mariner, LLC 0.00% Add +2.6% 19,586 $3.7M
Pathstone Holdings, LLC 0.01% Add +1.0% 19,238 $3.6M
Sterling Investment Advisors, Ltd. 0.70% Reduce -1.7% 18,982 $3.6M
Proficio Capital Partners LLC 0.25% Reduce -0.7% 18,955 $3.6M
White Lighthouse Investment Management Inc. 0.54% Reduce -4.9% 18,732 $3.5M
Shilanski & Associates, Inc. 0.93% Add +2.1% 18,502 $3.5M
Ariston Services Group 2.07% Add +9.1% 18,119 $3.4M
Qube Research & Technologies Ltd 0.00% Add +79.2% 18,114 $3.4M
DMKC Advisory Services, LLC 1.71% Reduce -42.0% 17,831 $3.4M
Capital Investment Advisory Services, LLC 0.26% Add +3.8% 17,059 $3.2M
Strengthening Families & Communities, LLC 0.71% Add +3.4% 16,905 $3.2M
Wealthspire Advisors, LLC 0.02% Add +1.3% 16,650 $3.2M
Comprehensive Money Management Services LLC 2.22% Reduce -4.6% 16,589 $3.1M
Financial Advocates Investment Management 1.75% Reduce -7.5% 16,395 $3.1M
Quantinno Capital Management LP 0.01% Add +36.6% 15,735 $3.0M
Mittelman Wealth Management 1.95% New 15,706 $3.0M
Independent Financial Group, LLC 0.07% Reduce -0.6% 15,481 $2.9M
Banque Cantonale Vaudoise 0.11% Reduce -0.1% 15,299 $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 624 holders