VANGUARD UTILITIES ETF (VPU) Institutional Shareholders
VANGUARD UTILITIES ETF (VPU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.59B in VPU holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of VPU tracked by InsiderSet, reporting ownership valued at approximately $240.30M in its March 31, 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 $231.08M, representing an estimated loss of -3.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
667
Total Reported Value
$2.59B
Largest Holder
Morgan Stanley
Largest Position
$240.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
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% | 1,212,771 | $240,298,810 | $231,081,386 | -$9,217,424 | -3.84% | |
| Bank Of America Corp | 0.02% | 1,042,308 | $206,522,853 | $198,601,366 | -$7,921,487 | -3.84% | |
| Lpl Financial Llc | 0.05% | 894,086 | $177,154,109 | $170,359,146 | -$6,794,963 | -3.84% | |
| Northwestern Mutual Wealth Management Co | 0.09% | 713,108 | $141,295,177 | $135,875,598 | -$5,419,579 | -3.84% | |
| Beacon Capital Management, Inc. | 5.84% | 522,967 | $103,620,625 | $99,646,132 | -$3,974,493 | -3.84% | |
| Wells Fargo & Company/Mn | 0.02% | 522,241 | $103,476,994 | $99,507,800 | -$3,969,194 | -3.84% | |
| Envestnet Asset Management Inc | 0.02% | 509,148 | $99,655,524 | $97,013,060 | -$2,642,464 | -2.65% | |
| Empower Advisory Group, Llc | 0.20% | 382,530 | $75,794,580 | $72,887,266 | -$2,907,314 | -3.84% | |
| Ubs Group Ag | 0.01% | 361,457 | $71,619,091 | $68,872,017 | -$2,747,074 | -3.84% | |
| Osaic Holdings, Inc. | 0.09% | 316,698 | $62,840,033 | $60,343,637 | -$2,496,396 | -3.97% | |
| Ameriprise Financial Inc | 0.01% | 313,645 | $62,129,995 | $59,761,918 | -$2,368,077 | -3.81% | |
| Raymond James Financial Inc | 0.02% | 279,058 | $55,292,697 | $53,171,711 | -$2,120,986 | -3.84% | |
| Pgim Custom Harvest Llc | 0.66% | 213,276 | $42,258,529 | $40,637,609 | -$1,620,920 | -3.84% | |
| Rockefeller Capital Management L.P. | 0.07% | 206,532 | $40,922,313 | $39,352,607 | -$1,569,706 | -3.84% | |
| Cetera Investment Advisers | 0.04% | 188,013 | $37,252,859 | $35,823,997 | -$1,428,862 | -3.84% | |
| Royal Bank Of Canada | 0.01% | 182,578 | $36,175,000 | $34,788,412 | -$1,386,588 | -3.83% | |
| Commonwealth Equity Services, Llc | 0.04% | 179,111 | $35,057,446 | $34,127,810 | -$929,636 | -2.65% | |
| Captrust Financial Advisors | 0.06% | 160,640 | $31,829,202 | $30,608,346 | -$1,220,856 | -3.84% | |
| Ameritas Advisory Services, Llc | 0.88% | 114,715 | $22,729,720 | $21,857,796 | -$871,924 | -3.84% | |
| Creative Financial Designs Inc | 1.02% | 109,863 | $21,503,498 | $20,933,296 | -$570,202 | -2.65% | |
| Nan Shan Life Insurance Co., Ltd. | 0.76% | 105,964 | $20,995,707 | $20,190,381 | -$805,326 | -3.84% | |
| Stifel Financial Corp | 0.02% | 102,050 | $20,222,396 | $19,444,607 | -$777,789 | -3.85% | |
| Corient Private Wealth Llc | 0.03% | 101,798 | $20,113,645 | $19,396,591 | -$717,054 | -3.57% | |
| Mml Investors Services, Llc | 0.05% | 98,292 | $19,475,550 | $18,728,558 | -$746,992 | -3.84% | |
| Hamilton Wealth, Llc | 1.37% | 95,361 | $18,894,828 | $18,170,085 | -$724,743 | -3.84% | |
| Allied Investment Advisors, Llc | 2.25% | 91,546 | $17,918,299 | $17,443,175 | -$475,124 | -2.65% | |
| Patriot Investment Management Group, Inc. | 1.03% | 90,467 | $17,707,045 | $17,237,582 | -$469,463 | -2.65% | |
| Unconventional Investor, Llc | 7.47% | 79,437 | $15,739,561 | $15,135,926 | -$603,635 | -3.84% | |
| Swan Capital Llc | 5.35% | 73,440 | $14,551,466 | $13,993,258 | -$558,208 | -3.84% | |
| Lido Advisors, Llc | 0.06% | 73,090 | $14,482,376 | $13,926,569 | -$555,807 | -3.84% | |
| Cerity Partners Llc | 0.02% | 60,478 | $11,983,334 | $11,523,478 | -$459,856 | -3.84% | |
| Nelson Capital Management, Llc | 1.31% | 61,096 | $11,958,226 | $11,641,232 | -$316,994 | -2.65% | |
| Blair William & Co/Il | 0.03% | 58,648 | $11,620,422 | $11,174,790 | -$445,632 | -3.83% | |
| Hightower Advisors, Llc | 0.01% | 55,646 | $11,025,275 | $10,602,789 | -$422,486 | -3.83% | |
| American Investment Services, Inc. | 2.35% | 53,259 | $10,552,759 | $10,147,970 | -$404,789 | -3.84% | |
| Truist Financial Corp | 0.01% | 53,532 | $10,477,773 | $10,199,987 | -$277,786 | -2.65% | |
| Pallas Capital Advisors Llc | 0.39% | 52,466 | $10,395,574 | $9,996,872 | -$398,702 | -3.84% | |
| Pnc Financial Services Group, Inc. | 0.01% | 51,404 | $10,185,156 | $9,794,518 | -$390,638 | -3.84% | |
| Harbour Investments, Inc. | 0.15% | 48,865 | $9,682,272 | $9,310,737 | -$371,535 | -3.84% | |
| Goldstone Financial Group, Llc | 1.04% | 48,541 | $9,617,830 | $9,249,002 | -$368,828 | -3.83% | |
| Private Advisor Group, Llc | 0.04% | 47,855 | $9,366,704 | $9,118,292 | -$248,412 | -2.65% | |
| Mcilrath & Eck, Llc | 0.63% | 42,727 | $8,465,844 | $8,141,203 | -$324,641 | -3.83% | |
| Greenline Partners, Llc | 0.91% | 42,581 | $8,437,080 | $8,113,384 | -$323,696 | -3.84% | |
| Mariner, Llc | 0.01% | 41,205 | $8,164,352 | $7,851,201 | -$313,151 | -3.84% | |
| Quadrature Capital Ltd | 0.10% | 41,157 | $8,154,848 | $7,842,055 | -$312,793 | -3.84% | |
| Jones Financial Companies Lllp | 0.00% | 38,472 | $7,574,522 | $7,330,455 | -$244,067 | -3.22% | |
| Mercer Global Advisors Inc | 0.01% | 36,817 | $7,294,878 | $7,015,111 | -$279,767 | -3.84% | |
| Richmond Brothers, Inc. | 4.74% | 35,948 | $7,122,390 | $6,849,532 | -$272,858 | -3.83% | |
| Kcm Investment Advisors Llc | 0.23% | 35,642 | $7,062,117 | $6,791,227 | -$270,890 | -3.84% | |
| Creative Planning | 0.00% | 32,953 | $6,529,269 | $6,278,865 | -$250,404 | -3.84% |
Frequently asked questions about VPU
Who owns the most VPU stock?
The largest holders of VPU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD UTILITIES ETF (VPU).
Is VPU widely held by superinvestors?
Many widely followed stocks like VPU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VPU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.