VPU Institutional Ownership & Shareholders
VANGUARD UTILITIES ETF (VPU) is currently held by 672 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.43B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of VPU tracked by InsiderSet, reporting ownership valued at approximately $236.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $228.29M, representing an estimated loss of -3.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed VPU value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VANGUARD UTILITIES ETF (VPU).
This page ranks the largest institutional VPU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
672
Total Reported Value
$2.43B
Largest Holder
Morgan Stanley
Largest Position
$236.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,210,206 | $236,874,053 | $228,293,260 | -$8,580,793 | -3.62% | |
| Bank Of America Corp | 0.01% | 1,066,820 | $208,808,604 | $201,244,925 | -$7,563,679 | -3.62% | |
| Lpl Financial Llc | 0.04% | 910,692 | $178,249,782 | $171,792,939 | -$6,456,843 | -3.62% | |
| Wells Fargo & Company/Mn | 0.02% | 510,296 | $99,880,258 | $96,262,237 | -$3,618,021 | -3.62% | |
| Envestnet Asset Management Inc | 0.02% | 509,148 | $99,655,524 | $96,045,679 | -$3,609,845 | -3.62% | |
| Empower Advisory Group, Llc | 0.19% | 412,786 | $80,794,559 | $77,867,951 | -$2,926,608 | -3.62% | |
| Osaic Holdings, Inc. | 0.08% | 339,096 | $66,470,304 | $63,967,069 | -$2,503,235 | -3.77% | |
| Ameriprise Financial Inc | 0.01% | 318,192 | $62,348,041 | $60,023,739 | -$2,324,302 | -3.73% | |
| Ubs Group Ag | 0.01% | 316,099 | $61,870,057 | $59,628,915 | -$2,241,142 | -3.62% | |
| Raymond James Financial Inc | 0.02% | 293,593 | $57,464,925 | $55,383,384 | -$2,081,541 | -3.62% | |
| Beacon Capital Management, Inc. | 3.46% | 321,777 | $55,023,863 | $60,700,013 | +$5,676,150 | +10.32% | |
| Pgim Custom Harvest Llc | 0.61% | 247,584 | $48,459,476 | $46,704,246 | -$1,755,230 | -3.62% | |
| Rockefeller Capital Management L.P. | 0.06% | 207,697 | $40,652,610 | $39,179,962 | -$1,472,648 | -3.62% | |
| Cetera Investment Advisers | 0.04% | 199,122 | $38,974,189 | $37,562,374 | -$1,411,815 | -3.62% | |
| Royal Bank Of Canada | 0.01% | 186,391 | $36,483,000 | $35,160,798 | -$1,322,202 | -3.62% | |
| Ameritas Advisory Services, Llc | 0.67% | 168,766 | $33,032,603 | $31,836,018 | -$1,196,585 | -3.62% | |
| Captrust Financial Advisors | 0.05% | 155,280 | $30,392,993 | $29,292,019 | -$1,100,974 | -3.62% | |
| Nan Shan Life Insurance Co., Ltd. | 0.92% | 150,369 | $29,431,724 | $28,365,608 | -$1,066,116 | -3.62% | |
| Commonwealth Equity Services, Llc | 0.03% | 155,331 | $26,561,571 | $29,301,640 | +$2,740,069 | +10.32% | |
| Mml Investors Services, Llc | 0.05% | 124,338 | $24,336,681 | $23,455,120 | -$881,561 | -3.62% | |
| Creative Financial Designs Inc | 1.02% | 109,863 | $21,503,498 | $20,724,556 | -$778,942 | -3.62% | |
| Jpmorgan Chase & Co | 0.00% | 104,159 | $20,704,788 | $19,648,554 | -$1,056,234 | -5.10% | |
| Stifel Financial Corp | 0.02% | 104,058 | $20,369,085 | $19,629,501 | -$739,584 | -3.63% | |
| Corient Private Wealth Llc | 0.02% | 84,125 | $16,465,557 | $15,869,340 | -$596,217 | -3.62% | |
| Swan Capital Llc | 5.58% | 83,344 | $16,312,959 | $15,722,012 | -$590,947 | -3.62% | |
| Allied Investment Advisors, Llc | 1.52% | 94,010 | $16,075,710 | $17,734,046 | +$1,658,336 | +10.32% | |
| Unconventional Investor, Llc | 6.43% | 79,370 | $15,535,178 | $14,972,357 | -$562,821 | -3.62% | |
| Patriot Investment Management Group, Inc. | 0.88% | 88,926 | $15,206,418 | $16,775,001 | +$1,568,583 | +10.32% | |
| Lido Advisors, Llc | 0.05% | 76,673 | $15,007,361 | $14,463,595 | -$543,766 | -3.62% | |
| Nelson Capital Management, Llc | 1.31% | 61,096 | $11,958,226 | $11,525,149 | -$433,077 | -3.62% | |
| Blair William & Co/Il | 0.03% | 59,265 | $11,600,029 | $11,179,750 | -$420,279 | -3.62% | |
| Cerity Partners Llc | 0.01% | 59,153 | $11,578,222 | $11,158,622 | -$419,600 | -3.62% | |
| Vestor Capital, Llc | 0.69% | 114,137 | $11,006,000 | $21,530,804 | +$10,524,804 | +95.63% | |
| American Investment Services, Inc. | 2.28% | 55,147 | $10,793,981 | $10,402,930 | -$391,051 | -3.62% | |
| Pallas Capital Advisors Llc | 0.32% | 53,620 | $10,495,125 | $10,114,877 | -$380,248 | -3.62% | |
| Janney Montgomery Scott Llc | 0.02% | 50,838 | $9,951,000 | $9,590,080 | -$360,920 | -3.63% | |
| Harbour Investments, Inc. | 0.13% | 50,755 | $9,934,373 | $9,574,423 | -$359,950 | -3.62% | |
| Pnc Financial Services Group, Inc. | 0.01% | 49,158 | $9,621,705 | $9,273,165 | -$348,540 | -3.62% | |
| Truist Financial Corp | 0.01% | 55,402 | $9,473,717 | $10,451,033 | +$977,316 | +10.32% | |
| Private Advisor Group, Llc | 0.04% | 47,855 | $9,366,704 | $9,027,367 | -$339,337 | -3.62% | |
| Jones Financial Companies Lllp | 0.00% | 46,171 | $9,218,022 | $8,709,697 | -$508,325 | -5.51% | |
| Greenline Partners, Llc | 0.88% | 44,037 | $8,619,442 | $8,307,140 | -$312,302 | -3.62% | |
| Newedge Advisors, Llc | 0.03% | 43,979 | $8,607,837 | $8,296,199 | -$311,638 | -3.62% | |
| Mcilrath & Eck, Llc | 0.63% | 42,727 | $8,465,844 | $8,060,021 | -$405,823 | -4.79% | |
| Goldstone Financial Group, Llc | 0.75% | 41,908 | $8,202,630 | $7,905,525 | -$297,105 | -3.62% | |
| Mercer Global Advisors Inc | 0.01% | 40,582 | $7,943,083 | $7,655,388 | -$287,695 | -3.62% | |
| Kestra Advisory Services, Llc | 0.02% | 40,826 | $6,981,176 | $7,701,417 | +$720,241 | +10.32% | |
| Foundations Investment Advisors, Llc | 0.07% | 33,513 | $6,559,491 | $6,321,892 | -$237,599 | -3.62% | |
| Quadrature Capital Ltd | 0.05% | 32,779 | $6,415,834 | $6,183,431 | -$232,403 | -3.62% | |
| Bryn Mawr Trust Advisors, Llc | 0.27% | 31,426 | $6,151,098 | $5,928,201 | -$222,897 | -3.62% |
Frequently asked questions about VPU
Who are the largest institutional holders of VPU?
The largest institutional holders of VPU reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, Wells Fargo & Company/Mn, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported VPU position.
What is VPU institutional ownership?
This page tracks VPU positions reported by institutional investment managers through SEC Form 13F. VANGUARD UTILITIES ETF (VPU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VPU?
InsiderSet currently tracks 672 institutional managers reporting VPU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VPU shareholders.
How much VPU stock do institutions own?
Institutional investment managers disclosed approximately $2.43B in VPU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VPU institutional ownership last updated?
The latest VPU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VPU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VPU position after the reporting date.
Are institutions buying or selling VPU?
Institutional buying and selling can be analyzed by comparing VPU positions across consecutive 13F reporting periods. InsiderSet's VPU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VPU ownership changes.
How has VPU institutional ownership changed over time?
InsiderSet tracks VPU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.