Vanguard Utilities ETF (VPU) Institutional Ownership

$154.59
-0.30 (-0.19%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Utilities ETF (NYSEARCA:VPU)

Number of
Institutional Buyers
(last 12 months)
257
Total
Institutional Inflows
(last 12 months)
$775.54M
Number of
Institutional Sellers
(last 12 months)
209
Total
Institutional Outflows
(last 12 months)
$346.93M
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VPU Institutional Buying and Selling by Quarter

Vanguard Utilities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Osaic Holdings Inc.159,546$22.76M0.1%+7.5%0.443%
5/10/2024TIAA Trust National Association5,263$750K0.0%-11.8%0.015%
5/9/2024 Private Portfolio Partners LLC8,095$1.15M0.2%+16.2%0.022%
5/9/2024 Blair William & Co. IL12,097$1.73M0.0%+421.6%0.034%
5/8/2024 Bleakley Financial Group LLC6,826$973K0.0%N/A0.019%
5/8/2024 Avantax Advisory Services Inc.20,967$2.99M0.0%+58.1%0.058%
5/8/2024 US Bancorp DE2,296$327K0.0%-6.9%0.006%
5/8/2024 Inspire Advisors LLC3,310$472K0.1%+2.1%0.009%
5/8/2024 Thoroughbred Financial Services LLC1,423$202K0.0%-29.6%0.004%
5/7/2024 Choate Investment Advisors5,882$839K0.0%N/A0.016%
5/7/2024 WNY Asset Management LLC2,201$314K0.0%N/A0.006%
5/7/2024 Atomi Financial Group Inc.1,542$220K0.0%N/A0.004%
5/7/2024 BOS Asset Management LLC13,070$1.86M1.0%-18.7%0.036%
5/7/2024 KCM Investment Advisors LLC32,625$4.65M0.2%+1.3%0.091%
5/7/2024 Nelson Capital Management LLC38,954$5.55M1.1%+16.2%0.108%
5/7/2024 PFG Advisors5,271$752K0.1%-7.5%0.015%
5/7/2024 Wealthspire Advisors LLC17,150$2.45M0.0%-0.7%0.048%
5/7/2024 Houlihan Financial Resource Group Ltd.2,392$341K0.2%-14.1%0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.52,691$7.51M0.0%+2,878.6%0.146%
5/6/2024 OLD Second National Bank of Aurora9,580$1.37M0.4%-4.6%0.027%
5/4/2024 McClarren Financial Advisors Inc.1,426$2.03M0.5%-52.3%0.004%
5/4/2024 Geneos Wealth Management Inc.2,969$423K0.0%+164.9%0.008%
5/4/2024 Csenge Advisory Group8,827$1.26M0.1%+2.6%0.025%
5/3/2024 MontVue Capital Management Inc.1,884$269K0.2%+23.9%0.005%
5/3/2024 Proficio Capital Partners LLC18,955$2.70M0.3%+8.7%0.053%
5/2/2024 Blume Capital Management Inc.30,062$4.29M1.0%+1.4%0.084%
5/2/2024 Elevate Wealth Advisory Inc.2,449$349K0.3%-3.8%0.007%
5/2/2024 Bryn Mawr Capital Management LLC34,542$4.93M0.3%-4.5%0.096%
5/2/2024 Choreo LLC1,578$225K0.0%-11.2%0.004%
5/1/2024 Cherry Tree Wealth Management LLC3,397$484K0.1%-10.1%0.009%
5/1/2024 Janney Montgomery Scott LLC90,601$12.92M0.0%-2.4%0.252%
5/1/2024 Concourse Financial Group Securities Inc.10,185$1.45M0.1%+4.2%0.028%
4/30/2024 Private Advisor Group LLC44,914$6.40M0.0%+3.1%0.125%
4/30/2024 Consolidated Portfolio Review Corp4,047$577K0.2%-66.4%0.011%
4/30/2024 J.W. Cole Advisors Inc.11,732$1.67M0.1%-30.1%0.033%
4/30/2024 Hartline Investment Corp3,734$532K0.1%N/A0.010%
4/30/2024 North Star Investment Management Corp.1,137$162K0.0%-6.5%0.003%
4/30/2024 Beam Wealth Advisors Inc.2,168$309K0.2%+42.4%0.006%
4/30/2024 SWAN Capital LLC15,542$2.22M1.3%+36.6%0.043%
4/30/2024 Woodward Diversified Capital LLC7,163$1.02M0.6%N/A0.020%
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4/30/2024 Delta Financial Group Inc.12,314$1.76M0.5%+40.0%0.034%
4/29/2024Commonwealth Equity Services LLC165,176$23.55M0.0%-6.1%0.459%
4/29/2024 RWA Wealth Partners LLC1,500$214K0.0%N/A0.004%
4/27/2024 Glass Jacobson Investment Advisors llc7,882$1.12M0.4%+4.5%0.022%
4/26/2024 Guild Investment Management Inc.6,490$925K1.2%-5.5%0.018%
4/26/2024 First Personal Financial Services6,303$899K0.2%-3.9%0.018%
4/26/2024 MONECO Advisors LLC2,257$322K0.1%+28.5%0.006%
4/25/2024 Glassy Mountain Advisors Inc.13,820$1.97M0.7%+4.2%0.038%
4/25/2024 BCM Advisors LLC3,452$499K0.1%-7.9%0.010%
4/25/2024 Capital Investment Advisory Services LLC13,156$1.88M0.2%+2.0%0.037%
4/25/2024 Whalen Wealth Management Inc.7,659$1.09M0.8%N/A0.021%
4/25/2024 Summit Financial LLC6,497$926K0.1%+164.8%0.018%
4/25/2024 Cambridge Investment Research Advisors Inc.155,778$22.21M0.1%+3.2%0.433%
4/24/2024 Leavell Investment Management Inc.3,605$514K0.0%-18.2%0.010%
4/24/2024 Newbridge Financial Services Group Inc.961$137K0.1%-44.7%0.003%
4/24/2024 Arlington Capital Management Inc.2,885$411K0.3%N/A0.008%
4/24/2024 Trinity Legacy Partners LLC8,888$1.27M0.4%+56.8%0.025%
4/24/2024 Dakota Wealth Management32,535$4.64M0.1%-4.7%0.090%
4/24/2024 Simplicity Wealth LLC6,826$973K0.0%N/A0.019%
4/24/2024 Archford Capital Strategies LLC5,807$828K0.1%-10.5%0.016%
4/24/2024 Spire Wealth Management5,076$724K0.0%-3.4%0.014%
4/24/2024 Gunma Bank Ltd.69,000$9.84M5.2%+40.8%0.192%
4/23/2024 Charter Oak Capital Management LLC8,272$1.18M0.1%-3.9%0.023%
4/23/2024 Global Retirement Partners LLC2,169$309K0.0%-21.9%0.006%
4/23/2024 Venturi Wealth Management LLC367$52K0.0%+3,236.4%0.001%
4/23/2024 Fifth Third Bancorp13,621$1.94M0.0%-2.9%0.038%
4/23/2024 McAdam LLC4,198$598K0.0%-15.5%0.012%
4/23/2024 Raymond James Financial Services Advisors Inc.65,228$9.30M0.0%+11.7%0.181%
4/22/2024 PFG Investments LLC5,609$800K0.0%N/A0.016%
4/22/2024 Raymond James & Associates57,160$8.15M0.0%-4.2%0.159%
4/19/2024 RBA Wealth Management LLC1,431$204K0.1%N/A0.004%
4/19/2024 Accel Wealth Management6,576$938K0.4%+11.1%0.018%
4/19/2024 Valley National Advisers Inc.500$71K0.0%-59.8%0.001%
4/19/2024 Stapp Wealth Management Pllc15,232$2.17M3.8%+32.2%0.042%
4/18/2024 Exchange Capital Management Inc.19,584$2.79M0.5%+1.1%0.054%
4/18/2024 Panoramic Investment Advisors LLC1,852$264K0.2%-16.0%0.005%
4/18/2024 Steele Capital Management Inc.5,644$805K0.0%-13.7%0.016%
4/18/2024 O ROURKE & COMPANY Inc2,679$382K0.2%+20.7%0.007%
4/18/2024 Fifth Third Securities Inc.16,787$2.39M0.2%-25.4%0.047%
4/18/2024 Compass Ion Advisors LLC8,548$1.22M0.2%-1.7%0.024%
4/17/2024 Dumont & Blake Investment Advisors LLC13,125$1.87M0.5%+0.9%0.036%
4/17/2024 River Street Advisors LLC4,116$587K0.4%+6.2%0.011%
4/17/2024 Atticus Wealth Management LLC973$139K0.0%-14.7%0.003%
4/17/2024Baker Ellis Asset Management LLC7,600$1.08M0.2%-7.3%0.021%
4/17/2024 Meridian Financial Partners LLC2,715$369K0.5%+4.2%0.008%
4/16/2024 OneAscent Wealth Management LLC2,224$317K0.1%+31.2%0.006%
4/16/2024 Register Financial Advisors LLC186$27K0.0%N/A0.001%
4/16/2024 Maltin Wealth Management Inc.3,892$555K0.3%+2.0%0.011%
4/16/2024 Wealth Enhancement Advisory Services LLC3,869$552K0.0%+2.3%0.011%
4/15/2024 Wealthcare Advisory Partners LLC2,772$395K0.0%+11.7%0.008%
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4/15/2024 Sovereign Financial Group Inc.8,185$1.17M0.3%-1.4%0.023%
4/15/2024 Brookstone Capital Management6,709$957K0.0%-4.1%0.019%
4/15/2024 Atlas Capital Advisors LLC1,667$238K0.0%+38.2%0.005%
4/15/2024 Flagstar Advisors Inc.11,993$1.71M0.5%+17.5%0.033%
4/15/2024 First National Corp MA ADV52,804$7.24M1.8%-0.3%0.147%
4/13/2024 First Financial Corp IN5,414$772K0.4%-4.4%0.015%
4/13/2024 Evanson Asset Management LLC2,552$364K0.0%-35.6%0.007%
4/13/2024 Retirement Planning Group LLC3,538$504K0.0%+126.8%0.010%
4/12/2024 Dynamic Advisor Solutions LLC15,706$2.24M0.1%-4.9%0.044%
4/11/2024 Royal Fund Management LLC10,373$1.48M0.1%+14.1%0.029%
(Data available from 1/1/2016 forward)

VPU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VPU shares?

During the previous two years, 514 institutional investors and hedge funds held shares of Vanguard Utilities ETF. The most heavily invested institutionals were Beacon Capital Management Inc. ($165.87M), Bank of America Corp DE ($105.84M), Envestnet Asset Management Inc. ($91.27M), LPL Financial LLC ($76.39M), Northwestern Mutual Wealth Management Co. ($67.27M), Empower Advisory Group LLC ($44.06M), and Wells Fargo & Company MN ($43.64M).Learn more on VPU's institutional investors.

Which institutional investors have been buying Vanguard Utilities ETF stock?

Of the 447 institutional investors that purchased Vanguard Utilities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Capital Management Inc. ($2.24M), Envestnet Asset Management Inc. ($557.47K), International Assets Investment Management LLC ($429.12K), Empower Advisory Group LLC ($333.80K), EP Wealth Advisors LLC ($331.51K), BCM Advisors LLC ($201.72K), and Hound Partners LLC ($148.61K).

How much institutional buying is happening at Vanguard Utilities ETF?

Institutional investors have bought a total of 8,511,756 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Which Vanguard Utilities ETF major shareholders have been selling company stock?

Of the 299 institutional investors that sold Vanguard Utilities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($2.52M), Envestnet Asset Management Inc. ($495.66K), Advisor Group Holdings Inc. ($240.50K), Bank of America Corp DE ($209.19K), PGIM Custom Harvest LLC ($205.74K), BCM Advisors LLC ($198.27K), and Cambridge Investment Research Advisors Inc. ($157.09K).

How much institutional selling is happening at Vanguard Utilities ETF?

Institutional investors have sold a total of 6,207,825 shares in the last 24 months. This volume of shares sold represents approximately $900.51M in transactions.


This page (NYSEARCA:VPU) was last updated on 5/12/2024 by MarketBeat.com Staff

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