Vanguard Utilities ETFVPUETF
13F holders, Q1 2026 (March 31)678holders +12
56new positions
46sold out
2famous investors
$198.40avg. 13F price*
At the end of Q1 2026, 678 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 12 from Q4 2025. 56 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($240.3M), Bank of America Corp. ($206.5M) and LPL Financial LLC ($177.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $42.7M |
| Exits | 46 | $35.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,008,037 shares bought and 842,508 shares sold, net +165,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| Morgan Stanley | 0.01% | Add +5.8% | 1,212,771 | $240.3M |
| Bank of America Corp. | 0.02% | Add +3.8% | 1,042,308 | $206.5M |
| LPL Financial LLC | 0.05% | Add +0.1% | 894,086 | $177.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +5.0% | 713,108 | $141.3M |
| Beacon Capital Management, Inc. | 5.83% | Reduce -7.3% | 522,967 | $103.6M |
| Wells Fargo & Company | 0.02% | Add +30.3% | 522,241 | $103.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.0% | 482,801 | $95.7M |
| Empower Advisory Group, LLC | 0.20% | Reduce -7.1% | 382,530 | $75.8M |
| UBS Group AG | 0.01% | Add +4.9% | 361,457 | $71.6M |
| Osaic Holdings, Inc. | 0.09% | Add +37.3% | 316,698 | $62.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.1% | 313,645 | $62.1M |
| Raymond James Financial Inc. | 0.02% | Add +27.1% | 279,058 | $55.3M |
| PGIM Custom Harvest LLC | 0.66% | Add +0.8% | 213,276 | $42.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.6% | 206,532 | $40.9M |
| Cetera Investment Advisers | 0.04% | Add +1.4% | 188,013 | $37.3M |
| Royal Bank of Canada | 0.01% | Reduce -13.8% | 182,578 | $36.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -1.2% | 182,052 | $36.1M |
| Captrust Financial Advisors | 0.06% | Reduce -29.3% | 160,640 | $31.8M |
| Ameritas Advisory Services, LLC | 0.88% | Reduce -6.1% | 114,715 | $22.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -6.9% | 111,621 | $22.1M |
| Creative Financial Designs Inc. | 1.29% | Add +3.0% | 106,745 | $21.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.76% | New | 105,964 | $21.0M |
| Stifel Financial Corp. | 0.02% | Reduce -3.5% | 102,050 | $20.2M |
| Corient Private Wealth LP | 0.03% | Reduce -3.3% | 101,798 | $20.1M |
| MML Investors Services, LLC | 0.05% | Reduce -4.7% | 98,292 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Add +13.7% | 98,014 | $19.4M |
| Patriot Investment Management Group, Inc. | 1.15% | Reduce -2.3% | 91,058 | $18.0M |
| Allied Investment Advisors, LLC | 2.55% | Add +1.4% | 89,612 | $17.8M |
| Unconventional Investor, LLC | 7.47% | Reduce -0.9% | 79,437 | $15.7M |
| SWAN Capital LLC | 5.35% | Add +18.4% | 73,440 | $14.6M |
| Lido Advisors, LLC | 0.06% | Add +3.9% | 73,090 | $14.5M |
| Nelson Capital Management, LLC | 1.49% | Add +0.2% | 61,505 | $12.2M |
| Cerity Partners LLC | 0.02% | Add +1.1% | 60,478 | $12.0M |
| Blair William & Co. | 0.03% | Add +2.1% | 58,648 | $11.6M |
| Vestor Capital, LLC | 0.82% | Add +9810.0% | 57,478 | $11.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.5% | 56,553 | $11.2M |
| HighTower Advisors, LLC | 0.01% | Add +7.0% | 55,646 | $11.0M |
| American Investment Services, Inc. | 2.35% | Reduce -1.2% | 53,259 | $10.6M |
| Pallas Capital Advisors LLC | 0.39% | Reduce -7.4% | 52,466 | $10.4M |
| Truist Financial Corp. | 0.01% | Add +3.3% | 52,050 | $10.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.6% | 51,840 | $10.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -16.8% | 51,389 | $10.2M |
| Harbour Investments, Inc. | 0.15% | Add +77.5% | 48,865 | $9.7M |
| Goldstone Financial Group, LLC | 1.04% | Reduce -5.5% | 48,541 | $9.6M |
| David Kennon Inc | 3.14% | Add +15.0% | 44,173 | $8.8M |
| McIlrath & Eck, LLC | 0.64% | Add +1.1% | 42,727 | $8.5M |
| Greenline Partners, LLC | 0.91% | Add +4.8% | 42,581 | $8.4M |
| Mariner, LLC | 0.01% | Add +91.8% | 41,205 | $8.2M |
| Quadrature Capital Ltd | 0.10% | Reduce -48.3% | 41,157 | $8.2M |
| Jones Financial Companies LLLP | 0.00% | Add +32.1% | 38,472 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +23.5% | 36,817 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +40.6% | 36,614 | $7.3M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -1.1% | 36,592 | $7.3M |
| Richmond Brothers, Inc. | 4.74% | Reduce -2.1% | 35,948 | $7.1M |
| KCM Investment Advisors LLC | 0.24% | Reduce -2.6% | 35,642 | $7.1M |
| Creative Planning | 0.00% | Add +8.2% | 32,953 | $6.5M |
| Foundations Investment Advisors, LLC | 0.08% | Add +5.3% | 32,202 | $6.4M |
| Bryn Mawr Trust Advisors, LLC | 0.31% | Reduce -2.3% | 31,838 | $6.3M |
| Hamilton Wealth, LLC | 1.23% | Add +11.2% | 31,787 | $6.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +4.9% | 30,503 | $6.1M |
| Porter White Investment Advisors, Inc. | 2.27% | Reduce -0.6% | 28,601 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +7.0% | 28,222 | $5.6M |
| NewEdge Advisors, LLC | 0.02% | Add +88.1% | 27,339 | $5.4M |
| Apollon Financial, LLC | 0.74% | Add +13.6% | 27,078 | $5.4M |
| Bard Associates Inc. | 1.34% | Reduce -0.1% | 26,845 | $5.3M |
| Dakota Wealth Management | 0.11% | Reduce -1.2% | 26,472 | $5.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -29.5% | 26,000 | $5.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +16.3% | 25,903 | $5.1M |
| Moss Adams Wealth Advisors LLC | 0.37% | Reduce -0.3% | 25,569 | $5.1M |
| Visionary Wealth Advisors | 0.22% | Reduce -0.2% | 24,616 | $4.9M |
| New England Private Wealth Advisors LLC | 0.56% | Add +0.7% | 24,356 | $4.8M |
| MRA Advisory Group | 1.97% | Add +10.5% | 24,312 | $4.8M |
| Venturi Wealth Management, LLC | 0.21% | No change | 23,779 | $4.7M |
| Mittelman Wealth Management | 2.89% | Add +12.4% | 23,386 | $4.6M |
| Cwm, LLC | 0.01% | Reduce -2.0% | 23,017 | $4.6M |
| Atria Investments, Inc | 0.05% | Reduce -2.8% | 22,641 | $4.5M |
| Fifth Third Bancorp | 0.01% | Add +60.2% | 22,055 | $4.4M |
| Legacy Financial Group LLC | 0.55% | Add +6.6% | 22,047 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.4% | 21,143 | $4.2M |
| M&T Bank Corp | 0.01% | Reduce -6.9% | 20,858 | $4.1M |
| Wilmington Savings Fund Society, FSB | 0.10% | No change | 20,187 | $4.0M |
| DMKC Advisory Services, LLC | 1.64% | Add +0.8% | 19,905 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +1.7% | 19,876 | $3.9M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +39.5% | 19,833 | $3.9M |
| Tranquilli Financial Advisor LLC | 2.29% | Reduce -0.1% | 19,758 | $3.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +96385.0% | 19,297 | $3.8M |
| Reality Financial Planning Services, LLC | 3.64% | Add +8.2% | 19,028 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.7% | 18,953 | $3.8M |
| Sterling Investment Advisors, Ltd. | 0.68% | Reduce -0.8% | 18,832 | $3.7M |
| White Lighthouse Investment Management Inc. | 0.51% | Add +0.3% | 18,724 | $3.7M |
| FMR LLC | 0.00% | Add +30.0% | 18,681 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.27% | Add +4.5% | 18,536 | $3.7M |
| Strengthening Families & Communities, LLC | 0.91% | Add +1.3% | 18,490 | $3.7M |
| O'ROURKE & COMPANY, Inc | 1.36% | Add +3.5% | 17,308 | $3.4M |
| Quantinno Capital Management LP | 0.01% | Add +4.1% | 17,092 | $3.4M |
| Praetorian Wealth Management, Inc. | 0.63% | Add +9.1% | 16,470 | $3.3M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.1% | 16,627 | $3.3M |
| Royal Fund Management, LLC | 0.32% | Add +9.5% | 16,564 | $3.3M |
| Pinnacle Wealth Management Group, Inc. | 1.61% | Add +8.0% | 16,509 | $3.3M |
| Arete Wealth Advisors, LLC | 0.24% | New | 16,296 | $3.2M |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.