VANGUARD UTILITIES ETF VPU
$197.54
+2.2% 52w: $168.88 – $203.16
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data168.88186.02203.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
672
+10 QoQ
13F value
$2.66B
+7.7% QoQ
Smart-money holders
17
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.8×
$5.8M calls / $7.2M puts
Institutional value by quarter
Number of holders
Who owns VPU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.2M | $240.3M | 0.0% | +5.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.0M | $206.5M | 0.0% | +3.8% |
| LPL Financial LLC | Bank broker | 894.1K | $177.2M | 0.0% | +0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 713.1K | $141.3M | 0.1% | +5.0% |
| Beacon Capital Management, Inc. | Wealth advisor | 523.0K | $103.6M | 5.8% | -7.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 522.2K | $103.5M | 0.0% | +30.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 482.8K | $95.7M | 0.0% | +5.0% |
| Empower Advisory Group, LLC | Wealth advisor | 382.5K | $75.8M | 0.2% | -7.1% |
| UBS Group AG | Bank broker | 361.5K | $71.6M | 0.0% | +4.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 316.7K | $62.8M | 0.1% | +37.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 313.6K | $62.1M | 0.0% | -8.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 279.1K | $55.3M | 0.0% | +27.1% |
| PGIM Custom Harvest LLC | Wealth advisor | 213.3K | $42.3M | 0.7% | +0.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 206.5K | $40.9M | 0.1% | +1.6% |
| Cetera Investment Advisers | Wealth advisor | 188.0K | $37.3M | 0.0% | +1.4% |
| ROYAL BANK OF CANADA | Bank broker | 182.6K | $36.2M | 0.0% | -13.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 182.1K | $36.1M | 0.1% | -1.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 160.6K | $31.8M | 0.1% | -29.3% |
| Ameritas Advisory Services, LLC | Wealth advisor | 114.7K | $22.7M | 0.9% | -6.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 111.6K | $22.1M | 0.1% | -6.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 106.7K | $21.2M | 1.3% | +3.0% |
| Nan Shan Life Insurance Co., Ltd. ★2 | Fundamental diversified | 106.0K | $21.0M | 0.8% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 102.0K | $20.2M | 0.0% | -3.5% |
| Corient Private Wealth LLC | Diversified mechanical | 101.8K | $20.1M | 0.0% | -54.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 98.3K | $19.5M | 0.1% | -4.7% |
| JPMORGAN CHASE & CO | Bank broker | 98.0K | $19.4M | 0.0% | +13.7% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | Wealth advisor | 91.1K | $18.0M | 1.2% | -2.3% |
| Allied Investment Advisors, LLC ★2 | Fundamental diversified | 89.6K | $17.8M | 2.5% | +1.4% |
| Unconventional Investor, LLC | Wealth advisor | 79.4K | $15.7M | 7.5% | -0.9% |
| SWAN Capital LLC | Wealth advisor | 73.4K | $14.6M | 5.3% | +18.4% |
| Lido Advisors, LLC | Wealth advisor | 73.1K | $14.5M | 0.1% | +3.9% |
| Nelson Capital Management, LLC | Other | 61.5K | $12.2M | 1.5% | +0.2% |
| Cerity Partners LLC | Diversified mechanical | 60.5K | $12.0M | 0.0% | +1.1% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 58.6K | $11.6M | 0.0% | +2.2% |
| VESTOR CAPITAL, LLC | Other | 57.5K | $11.4M | 0.8% | +9810.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 56.6K | $11.2M | 0.0% | +0.5% |
| HighTower Advisors, LLC | Diversified mechanical | 55.6K | $11.0M | 0.0% | +7.0% |
| American Investment Services, Inc. | Wealth advisor | 53.3K | $10.6M | 2.4% | -1.2% |
| Pallas Capital Advisors LLC | Other | 52.5K | $10.4M | 0.4% | -7.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 52.0K | $10.3M | 0.0% | +3.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 51.8K | $10.3M | 0.0% | +9.6% |
| Private Advisor Group, LLC | Wealth advisor | 51.4K | $10.2M | 0.0% | -16.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 48.9K | $9.7M | 0.1% | +77.5% |
| Goldstone Financial Group, LLC | Wealth advisor | 48.5K | $9.6M | 1.0% | -5.4% |
| David Kennon Inc | Wealth advisor | 44.2K | $8.8M | 3.1% | +15.0% |
| McIlrath & Eck, LLC | Wealth advisor | 42.7K | $8.5M | 0.6% | +1.1% |
| Greenline Partners, LLC | Wealth advisor | 42.6K | $8.4M | 0.9% | +4.9% |
| Mariner, LLC | Diversified mechanical | 41.2K | $8.2M | 0.0% | +91.8% |
| Quadrature Capital Ltd | Diversified mechanical | 41.2K | $8.2M | 0.1% | -48.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 38.5K | $7.6M | 0.0% | +32.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.