VANGUARD UTILITIES ETF (VPU) Institutional Ownership Changes & 13F Activity
VANGUARD UTILITIES ETF (VPU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Osaic Holdings, Inc., Hamilton Wealth, Llc, Morgan Stanley, and Captrust Financial Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Sell | -43,933 | -67.8% | 20,858 | $4.13M | Q1 2026 | Sep 04, 2026 |
| Dakota Wealth Management | Sell | -332 | -1.2% | 26,472 | $5.25M | Q1 2026 | Aug 26, 2026 |
| Wells Fargo & Company/Mn | Buy | +121,523 | +30.3% | 522,241 | $103.48M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Sell | -261 | -53.0% | 231 | $46.30K | Q1 2026 | Jul 01, 2026 |
| Royal Fund Management, Llc | Buy | +1,441 | +9.5% | 16,564 | $3.29M | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Sell | -1,187 | -7.4% | 14,841 | $2.94M | Q1 2026 | May 19, 2026 |
| Mcilrath & Eck, Llc | Buy | +479 | +1.1% | 42,727 | $8.47M | Q1 2026 | May 19, 2026 |
| Hamilton Wealth, Llc | Buy | +83,361 | +694.7% | 95,361 | $18.89M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +38,435 | +3.8% | 1,042,308 | $206.52M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +16,296 | — | 16,296 | $3.22M | Q1 2026 | May 18, 2026 |
| Unconventional Investor, Llc | Sell | -740 | -0.9% | 79,437 | $15.74M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Sell | -737 | -10.3% | 6,427 | $1.27M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Sell | -4 | -0.1% | 4,269 | $845.96K | Q1 2026 | May 18, 2026 |
| Gould Capital, Llc | Buy | +1 | +3.2% | 32 | $6.25K | Q1 2026 | May 18, 2026 |
| Osaic Holdings, Inc. | Buy | +86,084 | +37.3% | 316,698 | $62.84M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +66,848 | +5.8% | 1,212,771 | $240.30M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -66,513 | -29.3% | 160,640 | $31.83M | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | Sell | -38,458 | -48.3% | 41,157 | $8.15M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -29,341 | -13.8% | 182,578 | $36.17M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -25,135 | -54.3% | 21,143 | $4.19M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +21,328 | +77.5% | 48,865 | $9.68M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Sell | -17,232 | -14.5% | 101,798 | $20.11M | Q1 2026 | May 15, 2026 |
| Kinloch Capital, Llc | Buy | +12,849 | — | 12,849 | $2.55M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +9,344 | +32.1% | 38,472 | $7.57M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +7,008 | +23.5% | 36,817 | $7.29M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +4,309 | +30.0% | 18,681 | $3.70M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +4,088 | +40.5% | 14,173 | $2.64M | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Sell | -3,682 | -79.4% | 956 | $189.42K | Q1 2026 | May 15, 2026 |
| Kintra Wealth, Llc | Buy | +3,658 | — | 3,658 | $724.81K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +3,635 | +16.3% | 25,903 | $5.13M | Q1 2026 | May 15, 2026 |
Frequently asked questions about VPU activity
Which institutional owners are buying VPU?
Institutional owners buying VPU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VPU activity?
"Buy" means an investor increased their reported position in VPU compared to the prior reporting period. This reflects growing exposure to VANGUARD UTILITIES ETF (VPU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VPU increasing?
Institutional interest in VPU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.