Vanguard Utilities ETFVPUETF

13F holders, Q4 2025 (December 31)
666holders +42
46new positions
28sold out
2famous investors
$185.71avg. 13F price*

At the end of Q4 2025, 666 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 42 from Q3 2025. 46 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($212.0M), Bank of America Corp. ($185.8M) and LPL Financial LLC ($165.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions46$37.7M
Exits28$35.4M

All 13F filers, Q3 2025 → Q4 2025: 1,171,151 shares bought and 500,739 shares sold, net +670,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 666 holders

Morgan Stanley 0.01% Add +3.4% 1,145,923 $212.0M
Bank of America Corp. 0.01% Reduce -0.2% 1,003,873 $185.8M
LPL Financial LLC 0.05% Add +7.3% 893,163 $165.3M
Northwestern Mutual Wealth Management Co. 0.08% Add +3.1% 679,099 $125.7M
Beacon Capital Management, Inc. 5.58% Reduce -11.8% 563,909 $104.3M
Envestnet Asset Management Inc. 0.03% Reduce -11.3% 459,818 $85.1M
Empower Advisory Group, LLC 0.21% Add +10.5% 411,752 $76.2M
Wells Fargo & Company 0.01% Add +16.6% 400,718 $74.1M
UBS Group AG 0.01% Add +21.8% 344,439 $63.7M
Ameriprise Financial Inc. 0.01% Add +14.8% 341,238 $63.2M
Osaic Holdings, Inc. 0.06% Reduce -1.0% 230,614 $42.7M
Captrust Financial Advisors 0.08% Reduce -0.6% 227,153 $42.0M
Raymond James Financial Inc. 0.01% Add +11.5% 219,551 $40.6M
Royal Bank of Canada 0.01% Add +8.1% 211,919 $39.2M
PGIM Custom Harvest LLC 0.58% Add +8.1% 211,596 $39.2M
Rockefeller Capital Management L.P. 0.07% Add +1.5% 203,334 $37.6M
Cetera Investment Advisers 0.04% Add +0.1% 185,382 $34.3M
Commonwealth Equity Services, LLC 0.05% Add +2.2% 184,217 $34.1M
Ameritas Advisory Services, LLC 0.85% Add +1819.8% 122,135 $22.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +1.9% 119,941 $22.2M
Stifel Financial Corp. 0.02% Add +0.6% 105,792 $19.6M
Corient Private Wealth LP 0.03% Add +418.8% 105,285 $19.5M
Creative Financial Designs Inc. 1.21% Add +4.1% 103,672 $19.2M
MML Investors Services, LLC 0.05% Add +21.3% 103,107 $19.1M
Patriot Investment Management Group, Inc. 1.09% Add +0.8% 93,167 $17.2M
Allied Investment Advisors, LLC 2.53% Reduce -0.3% 88,342 $16.3M
JPMorgan Chase & Co. 0.00% Add +13.6% 86,240 $16.0M
Federation des caisses Desjardins du Quebec 0.06% Reduce -0.9% 85,990 $15.9M
Unconventional Investor, LLC 7.05% Reduce -3.0% 80,177 $14.8M
Quadrature Capital Ltd 0.15% New 79,615 $14.7M
BNP Paribas Financial Markets 0.01% Reduce -1.1% 76,651 $14.2M
Lido Advisors, LLC 0.05% Add +6.1% 70,379 $13.2M
SWAN Capital LLC 4.46% Add +10.4% 62,019 $11.5M
Private Advisor Group, LLC 0.05% Reduce -4.3% 61,737 $11.4M
Nelson Capital Management, LLC 1.33% Add +1.5% 61,406 $11.4M
Cerity Partners LLC 0.02% Reduce -0.7% 59,799 $11.1M
Vestor Capital, LLC 0.90% Reduce -99.0% 580 $10.7M
Blair William & Co. 0.03% Add +0.8% 57,412 $10.6M
Pallas Capital Advisors LLC 0.35% Reduce -4.1% 56,646 $10.5M
PNC Financial Services Group, Inc. 0.01% Reduce -0.8% 56,276 $10.4M
American Investment Services, Inc. 2.31% Add +0.9% 53,909 $10.0M
HighTower Advisors, LLC 0.01% Add +3.7% 52,028 $9.6M
Goldstone Financial Group, LLC 1.06% Add +4.2% 51,337 $9.5M
Truist Financial Corp. 0.01% Reduce -4.4% 50,388 $9.3M
Janney Montgomery Scott LLC 0.02% Reduce -2.7% 47,297 $8.8M
Goldman Sachs Group Inc. 0.00% Add +133.1% 46,315 $8.6M
McIlrath & Eck, LLC 0.73% Add +21565.6% 42,248 $7.8M
Stratos Wealth Advisors, LLC 0.37% Add +4.4% 40,943 $7.6M
Greenline Partners, LLC 0.86% Add +8.2% 40,610 $7.5M
David Kennon Inc 2.53% Reduce -2.8% 38,406 $7.1M
Exchange Traded Concepts, LLC 0.06% Add +21.5% 36,987 $6.8M
Nomura Asset Management Co. Ltd. 0.02% Add +34.2% 36,900 $6.8M
Richmond Brothers, Inc. 4.32% Reduce -11.1% 36,718 $6.8M
KCM Investment Advisors LLC 0.22% Reduce -1.2% 36,614 $6.8M
Bryn Mawr Trust Advisors, LLC 0.29% Reduce -0.5% 32,580 $6.0M
Proficio Capital Partners LLC 0.42% Add +70.6% 32,345 $6.0M
Foundations Investment Advisors, LLC 0.07% Add +1.2% 30,566 $5.7M
Creative Planning 0.00% Add +12.3% 30,444 $5.6M
Mercer Global Advisors Inc. 0.01% Add +0.4% 29,809 $5.5M
Jones Financial Companies LLLP 0.00% Add +44.6% 29,128 $5.4M
Farther Finance Advisors, LLC 0.06% Add +12.8% 29,068 $5.4M
Porter White Investment Advisors, Inc. 2.18% Add +0.5% 28,769 $5.3M
Hamilton Wealth, LLC 1.01% Add +5.0% 28,581 $5.3M
IFG Advisory, LLC 0.22% Add +0.0% 27,621 $5.1M
Harbour Investments, Inc. 0.10% Add +17.2% 27,537 $5.1M
Bard Associates Inc. 1.28% Add +24.8% 26,886 $5.0M
Dakota Wealth Management 0.09% Reduce -1.9% 26,804 $5.0M
Aspire Capital Advisors LLC 1.15% Reduce -0.6% 26,569 $4.9M
Beacon Pointe Advisors, LLC 0.03% Add +142.9% 26,389 $4.9M
Kestra Advisory Services, LLC 0.02% Add +9.1% 26,036 $4.8M
Moss Adams Wealth Advisors LLC 0.34% No change 25,645 $4.7M
Visionary Wealth Advisors 0.21% Add +1.3% 24,671 $4.6M
New England Private Wealth Advisors LLC 0.56% Add +0.7% 24,198 $4.5M
Apollon Financial, LLC 0.64% Add +9.6% 23,843 $4.4M
Venturi Wealth Management, LLC 0.20% New 23,779 $4.4M
Cwm, LLC 0.01% Add +420.7% 23,499 $4.3M
Atria Investments, Inc 0.05% Reduce -12.6% 23,283 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.3% 22,565 $4.2M
M&T Bank Corp 0.01% Reduce -0.8% 22,395 $4.1M
Integrated Wealth Concepts LLC 0.05% Reduce -0.5% 22,268 $4.1M
MRA Advisory Group 1.71% Add +1.2% 22,004 $4.1M
Mariner, LLC 0.00% Add +9.7% 21,479 $4.0M
Legacy Financial Group LLC 0.48% New 20,687 $3.9M
Mittelman Wealth Management 2.50% Add +32.5% 20,814 $3.9M
Wilmington Savings Fund Society, FSB 0.09% Reduce -1.7% 20,187 $3.7M
Tranquilli Financial Advisor LLC 2.12% Reduce -3.5% 19,774 $3.7M
DMKC Advisory Services, LLC 1.60% Add +10.8% 19,757 $3.7M
Pathstone Holdings, LLC 0.01% Reduce -0.8% 19,077 $3.5M
Sterling Investment Advisors, Ltd. 0.65% No change 18,982 $3.5M
J.W. Cole Advisors, Inc. 0.09% Reduce -1.5% 19,543 $3.5M
White Lighthouse Investment Management Inc. 0.48% Reduce -0.3% 18,674 $3.5M
Strengthening Families & Communities, LLC 1.20% Add +8.0% 18,256 $3.4M
Ariston Services Group 1.96% Reduce -0.2% 18,085 $3.3M
Capital Investment Advisory Services, LLC 0.23% Add +4.0% 17,741 $3.3M
Reality Financial Planning Services, LLC 3.12% — 17,584 $3.3M
Sigma Planning Corp 0.09% Add +6.5% 28,769 $3.2M
O'ROURKE & COMPANY, Inc 1.20% Add +29.3% 16,719 $3.1M
Wealthspire Advisors, LLC 0.02% No change 16,650 $3.1M
Comprehensive Money Management Services LLC 2.10% Reduce -0.8% 16,455 $3.0M
Quantinno Capital Management LP 0.01% Add +4.3% 16,419 $3.0M

"% 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 666 holders