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 $2.48B 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 $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 $226.16M, representing an estimated loss of -4.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
682
Total Reported Value
$2.48B
Largest Holder
Morgan Stanley
Largest Position
$236.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $226,163,297 | -$10,710,756 | -4.52% | |
| Bank Of America Corp | 0.01% | 1,066,820 | $208,808,604 | $199,367,322 | -$9,441,282 | -4.52% | |
| Lpl Financial Llc | 0.04% | 910,692 | $178,249,782 | $170,190,121 | -$8,059,661 | -4.52% | |
| Wells Fargo & Company/Mn | 0.02% | 510,296 | $99,880,258 | $95,364,116 | -$4,516,142 | -4.52% | |
| Envestnet Asset Management Inc | 0.02% | 509,148 | $99,655,524 | $95,149,578 | -$4,505,946 | -4.52% | |
| Beacon Capital Management, Inc. | 5.41% | 457,116 | $89,471,373 | $85,425,838 | -$4,045,535 | -4.52% | |
| Empower Advisory Group, Llc | 0.19% | 412,786 | $80,794,559 | $77,141,448 | -$3,653,111 | -4.52% | |
| Osaic Holdings, Inc. | 0.08% | 339,096 | $66,470,304 | $63,370,260 | -$3,100,044 | -4.66% | |
| Ameriprise Financial Inc | 0.01% | 318,192 | $62,348,041 | $59,463,721 | -$2,884,320 | -4.63% | |
| Ubs Group Ag | 0.01% | 316,099 | $61,870,057 | $59,072,581 | -$2,797,476 | -4.52% | |
| Raymond James Financial Inc | 0.02% | 293,593 | $57,464,925 | $54,866,660 | -$2,598,265 | -4.52% | |
| Pgim Custom Harvest Llc | 0.61% | 247,584 | $48,459,476 | $46,268,498 | -$2,190,978 | -4.52% | |
| Rockefeller Capital Management L.P. | 0.06% | 207,697 | $40,652,610 | $38,814,415 | -$1,838,195 | -4.52% | |
| Cetera Investment Advisers | 0.04% | 199,122 | $38,974,189 | $37,211,919 | -$1,762,270 | -4.52% | |
| Royal Bank Of Canada | 0.01% | 186,391 | $36,483,000 | $34,832,750 | -$1,650,250 | -4.52% | |
| Commonwealth Equity Services, Llc | 0.04% | 179,111 | $35,057,446 | $33,472,264 | -$1,585,182 | -4.52% | |
| Ameritas Advisory Services, Llc | 0.67% | 168,766 | $33,032,603 | $31,538,990 | -$1,493,613 | -4.52% | |
| Captrust Financial Advisors | 0.05% | 155,280 | $30,392,993 | $29,018,726 | -$1,374,267 | -4.52% | |
| Nan Shan Life Insurance Co., Ltd. | 0.92% | 150,369 | $29,431,724 | $28,100,959 | -$1,330,765 | -4.52% | |
| Mml Investors Services, Llc | 0.05% | 124,338 | $24,336,681 | $23,236,285 | -$1,100,396 | -4.52% | |
| Creative Financial Designs Inc | 1.02% | 109,863 | $21,503,498 | $20,531,197 | -$972,301 | -4.52% | |
| Jpmorgan Chase & Co | 0.00% | 104,159 | $20,704,788 | $19,465,234 | -$1,239,554 | -5.99% | |
| Stifel Financial Corp | 0.02% | 104,058 | $20,369,085 | $19,446,359 | -$922,726 | -4.53% | |
| Allied Investment Advisors, Llc | 2.25% | 91,546 | $17,918,299 | $17,108,116 | -$810,183 | -4.52% | |
| Patriot Investment Management Group, Inc. | 1.03% | 90,467 | $17,707,045 | $16,906,473 | -$800,572 | -4.52% | |
| Corient Private Wealth Llc | 0.02% | 86,516 | $16,933,820 | $16,168,110 | -$765,710 | -4.52% | |
| Swan Capital Llc | 5.58% | 83,344 | $16,312,959 | $15,575,327 | -$737,632 | -4.52% | |
| Unconventional Investor, Llc | 6.43% | 79,370 | $15,535,178 | $14,832,666 | -$702,512 | -4.52% | |
| Lido Advisors, Llc | 0.05% | 76,673 | $15,007,361 | $14,328,650 | -$678,711 | -4.52% | |
| Hightower Advisors, Llc | 0.01% | 63,292 | $12,388,159 | $11,828,009 | -$560,150 | -4.52% | |
| Nelson Capital Management, Llc | 1.31% | 61,096 | $11,958,226 | $11,417,620 | -$540,606 | -4.52% | |
| Blair William & Co/Il | 0.03% | 59,265 | $11,600,029 | $11,075,443 | -$524,586 | -4.52% | |
| Cerity Partners Llc | 0.01% | 59,153 | $11,578,222 | $11,054,513 | -$523,709 | -4.52% | |
| American Investment Services, Inc. | 2.28% | 55,147 | $10,793,981 | $10,305,871 | -$488,110 | -4.52% | |
| Pallas Capital Advisors Llc | 0.32% | 53,620 | $10,495,125 | $10,020,506 | -$474,619 | -4.52% | |
| Truist Financial Corp | 0.01% | 53,532 | $10,477,773 | $10,004,060 | -$473,713 | -4.52% | |
| Harbour Investments, Inc. | 0.13% | 50,755 | $9,934,373 | $9,485,094 | -$449,279 | -4.52% | |
| Pnc Financial Services Group, Inc. | 0.01% | 49,158 | $9,621,705 | $9,186,647 | -$435,058 | -4.52% | |
| Private Advisor Group, Llc | 0.04% | 47,855 | $9,366,704 | $8,943,142 | -$423,562 | -4.52% | |
| Jones Financial Companies Lllp | 0.00% | 46,171 | $9,218,022 | $8,628,436 | -$589,586 | -6.40% | |
| Greenline Partners, Llc | 0.88% | 44,037 | $8,619,442 | $8,229,635 | -$389,807 | -4.52% | |
| Newedge Advisors, Llc | 0.03% | 43,979 | $8,607,837 | $8,218,796 | -$389,041 | -4.52% | |
| Mcilrath & Eck, Llc | 0.63% | 42,727 | $8,465,844 | $7,984,822 | -$481,022 | -5.68% | |
| Goldstone Financial Group, Llc | 0.75% | 41,908 | $8,202,630 | $7,831,767 | -$370,863 | -4.52% | |
| Mercer Global Advisors Inc | 0.01% | 40,582 | $7,943,083 | $7,583,964 | -$359,119 | -4.52% | |
| Kcm Investment Advisors Llc | 0.21% | 35,355 | $6,920,045 | $6,607,142 | -$312,903 | -4.52% | |
| Foundations Investment Advisors, Llc | 0.07% | 33,513 | $6,559,491 | $6,262,909 | -$296,582 | -4.52% | |
| Quadrature Capital Ltd | 0.05% | 32,779 | $6,415,834 | $6,125,740 | -$290,094 | -4.52% | |
| Farther Finance Advisors, Llc | 0.05% | 32,181 | $6,298,862 | $6,013,985 | -$284,877 | -4.52% | |
| Atria Investments, Inc | 0.06% | 31,547 | $6,174,744 | $5,895,503 | -$279,241 | -4.52% |
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.