VPU institutional holders

Vanguard Utilities ETF · 726 reporting institutions · $2.7B reported value

Funds that can replace VPU · VPU return decomposition

Institutional holdings

Institutions reporting VPU, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$236.9M23,1852026-06-30
Bank of America Corp /de$208.8M02026-06-30
Lpl Financial LLC$178.2M23,4582026-06-30
Northwestern Mutual Wealth Management Co$144.9M02026-06-30
Wells Fargo & Company/mn$99.9M02026-06-30
Envestnet Pmc$99.7M602026-06-30
Beacon Capital Management, Inc.$89.5M262026-06-30
Empower Advisory Group, LLC$80.8M1,9802026-06-30
Osaic Holdings, Inc.$66.5M02026-06-30
Ameriprise Financial Inc$62.3M02026-06-30
UBS Group AG$61.9M02026-06-30
Raymond James Financial Inc$57.5M02026-06-30
Pgim Custom Harvest LLC$48.5M02026-06-30
Rockefeller Capital Management LP$40.7M3462026-06-30
Cetera Investment Advisers$39M10,3702026-06-30
Royal Bank of Canada$36.5M02026-06-30
Commonwealth Equity Services, LLC$35.1M2,8632026-06-30
Ameritas Advisory Services, LLC$33M5502026-06-30
Captrust Financial Advisors$30.4M9622026-06-30
Nan Shan Life Insurance Co., Ltd.$29.4M02026-06-30
MML Investors Services, LLC$24.3M5,1202026-06-30
Creative Financial Designs Inc /adv$21.5M02026-06-30
Jpmorgan Chase & Co$20.7M02026-06-30
Stifel Financial Corp$20.4M02026-06-30
Allied Investment Advisors, LLC$17.9M122026-06-30
Patriot Investment Management Group, Inc.$17.7M152026-06-30
Corient Private Wealth LP$16.5M6742026-06-30
Swan Capital LLC$16.3M62026-06-30
Unconventional Investor, LLC$15.5M22026-06-30
Lido Advisors, LLC$15M3202026-06-30
Hightower Advisors, LLC$12.4M1,0462026-06-30
Nelson Capital Management, LLC$12M42026-06-30
Blair William & Co/il$11.6M3292026-06-30
Cerity Partners LLC$11.6M7772026-06-30
American Investment Services, Inc.$10.8M62026-06-30
PNC Financial Services Group, Inc.$10.5M02026-06-30
Pallas Capital Advisors, LLC$10.5M272026-06-30
Truist Financial Corp$10.5M02026-06-30
Harbour Investments, Inc.$9.9M2472026-06-30
Private Advisor Group, LLC$9.4M9272026-06-30
Jones Financial Companies LLLP$9.2M02026-06-30
Greenline Partners, LLC$8.6M32026-06-30
Newedge Advisors$8.6M6012026-06-30
McIlrath & Eck, LLC$8.5M62026-03-31
Goldstone Financial Group, LLC$8.2M172026-06-30
Mercer Global Advisors Inc /adv$7.9M02026-06-30
Kcm Investment Advisors LLC$6.9M72026-06-30
Creative Planning$6.7M1,1712026-06-30
Foundations Investment Advisors, LLC$6.6M3022026-06-30
Quadrature Capital Ltd$6.4M02026-06-30
Farther Finance Advisors, LLC$6.3M3342026-06-30
Atria Investments, Inc$6.2M62026-06-30
Bryn Mawr Trust Advisors, LLC$6.2M552026-06-30
Integrated Wealth Concepts LLC$5.9M4802026-06-30
Hamilton Wealth, LLC$5.9M32026-06-30
Mittelman Wealth Management$5.8M12026-06-30
Ifg Advisory, LLC$5.8M1102026-06-30
Kestra Advisory Services, LLC$5.6M1,4792026-06-30
Porter White Investment Advisors, Inc.$5.5M52026-06-30
Apollon Financial, LLC$5.5M202026-06-30
Beacon Pointe Advisors, LLC$5.5M4662026-06-30
Kennon Financial$5.4M12026-06-30
Bard Associates Inc$5.3M32026-06-30
Mariner, LLC$5.3M02026-06-30
Retirement Planning Group, LLC$5.3M02026-06-30
Wealth Enhancement Advisory Services, LLC$5M1,0262026-06-30
Moss Adams Wealth Advisors LLC$5M212026-06-30
Nomura Asset Management Co Ltd$4.9M02026-06-30
New England Private Wealth Advisors LLC$4.8M122026-06-30
Mra Advisory Group$4.7M82026-06-30
Venturi Wealth Management, LLC$4.6M202026-06-30
Cwm, LLC$4.6M6672026-03-31
Dakota Wealth Management$4.5M02026-06-30
Dmkc Advisory Services, LLC$4.3M62026-06-30
Legacy Financial Group LLC$4.3M82026-06-30
Fmr LLC$4.3M02026-06-30
First National Corp /ma/ /adv$4.3M02025-09-30
Fifth Third Bancorp$4.2M02026-06-30
Goldman Sachs Group Inc$4.1M02026-06-30
Pathstone Holdings, LLC$4.1M02026-06-30
Wilmington Savings Fund Society, Fsb$4M02026-06-30
U.S. Capital Wealth Advisors, LLC$3.9M02026-03-31
Aspire Capital Advisors LLC$3.9M132026-06-30
Capital Investment Advisory Services, LLC$3.8M1032026-06-30
Strengthening Families & Communities, LLC$3.8M112026-06-30
J.W. Cole Advisors, Inc.$3.8M4992026-06-30
Quantinno Capital Management LP$3.8M02026-06-30
M&T Bank Corp$3.7M02026-06-30
Tranquilli Financial Advisor, LLC$3.7M22026-06-30
Sterling Investment Advisors, Ltd.$3.7M72026-06-30
TD Waterhouse Canada Inc.$3.7M02026-06-30
Exchange Traded Concepts, LLC$3.6M02026-06-30
Ariston Services Group$3.5M22026-06-30
O'Rourke & Company, Incorporated$3.5M22026-06-30
Royal Fund Management, LLC$3.5M832026-06-30
Shilanski & Associates, Inc.$3.5M02025-09-30
Praetorian Wealth Management, Inc.$3.5M72026-06-30
White Lighthouse Investment Management Inc.$3.4M62026-06-30
Reality Financial Planning Services, LLC$3.4M22026-06-30
Wealthspire Advisors, LLC$3.3M2372026-06-30
Summit Financial, LLC$3.3M2292026-06-30
Pinnacle Wealth Management Group, Inc.$3.3M32026-06-30
Comprehensive Money Management Services LLC$3.2M02026-06-30
Ffg Retirement Counseling$3.2M22026-06-30
Financial Advocates Investment Management$3.1M02025-09-30
Mgo One Seven LLC$3.1M1182026-06-30
Richmond Brothers, Inc.$3.1M42026-06-30
Arax Advisory Partners$3.1M2322026-06-30
Ifp Advisors, Inc$3M3182026-06-30
International Assets Investment Management, LLC$3M1222026-06-30
Independent Financial Group, LLC$3M4812026-06-30
&partners$3M5552026-06-30
Madden Advisory Services, Inc.$3M22026-06-30
United Capital Financial Advisors, LLC$2.9M1662026-06-30
Dougherty & Associates, LLC$2.9M42026-06-30
Strategic Investment Solutions, Inc. /il$2.9M102026-06-30
Guerra Advisors Inc$2.9M172025-09-30
Blueprint Investment Partners LLC$2.8M52026-06-30
Blueprint Financial Advisors$2.8M392026-06-30
Glassy Mountain Advisors, Inc.$2.8M62026-06-30
Xtx Topco Ltd$2.7M02026-06-30
Blackrock, Inc.$2.7M02026-06-30
Waverly Advisors, LLC$2.7M2312026-06-30
Main Street Financial Solutions, LLC$2.6M412026-06-30
Brookstone Capital Management$2.6M3372026-06-30
Visionary Wealth Advisors$2.6M462026-06-30
Massmutual Private Wealth & Trust, Fsb$2.6M02026-06-30
Aqr Capital Management LLC$2.6M12026-06-30
Stonex Group Inc.$2.5M02026-06-30
Bank of Montreal /can$2.4M02026-06-30
Raab & Moskowitz Asset Management LLC$2.4M42026-06-30
Equitable Holdings, Inc.$2.3M02026-06-30
Insigneo Advisory Services, LLC$2.3M2252026-06-30
Adams Wealth Management$2.3M102026-06-30
Cachetech Inc.$2.3M32026-06-30
Wbh Advisory Inc$2.3M112026-06-30
Corecap Advisors, LLC$2.2M1182026-06-30
Flagstar Securities, Inc$2.2M302026-06-30
Joel Isaacson & Co., LLC$2.2M152026-06-30
Altfest L J & Co Inc$2.2M192026-06-30
Bigelow Investment Advisors, LLC$2.2M42026-06-30
Fiduciary Trust Co$2.2M02026-06-30
Focus Partners Wealth$2.1M1,0482026-06-30
Fifth Third Securities, Inc.$2.1M1,0142026-06-30
Accel Wealth Management$2.1M102026-06-30
Guidance Point Advisors, LLC$2.1M52026-06-30
Oppenheimer & Co. Inc.$2.1M1,1662026-06-30
Assetmark, Inc$2.1M2202026-06-30
Timbuktu Capital Management, LLC$2M12026-06-30
Stratos Wealth Partners, Ltd.$2M3862026-06-30
Castle Rock Wealth Management, LLC$2M72026-06-30
Sigma Planning Corp$1.9M4742026-06-30
Wealthfront Advisers LLC$1.9M402026-06-30
Sharper & Granite LLC$1.9M42026-06-30
Steward Partners Investment Advisory, LLC$1.9M4812026-06-30
Compass Ion Advisors, LLC$1.8M172026-06-30
Principal Securities, Inc.$1.8M1,4632026-06-30
Onedigital Investment Advisors LLC$1.7M3862026-06-30
Glass Jacobson Investment Advisors LLC$1.7M102026-06-30
Gotham Asset Management, LLC$1.6M52026-06-30
First Bancorp, Inc /me$1.6M02026-06-30
Trinity Legacy Partners, LLC$1.6M62026-06-30
Sovereign Financial Group, Inc.$1.6M232026-06-30
Sax Wealth Advisors, LLC$1.6M422026-06-30
Sulzberger Capital Advisors, Inc.$1.6M22026-06-30
Calder Financial LLC$1.5M12026-06-30
Hershey Financial Advisers, LLC$1.5M32026-06-30
Curran Financial Partners, LLC$1.5M162026-06-30
Founders Grove Wealth Partners, LLC$1.5M22026-06-30
Citigroup Inc$1.5M02026-06-30
Alphacore Capital LLC$1.5M692026-06-30
Central Trust Co$1.5M02026-06-30
Kennedy Investment Group$1.5M52026-06-30
Heritage Trust Co$1.5M02026-06-30
Carl P. Sherr & Co., LLC$1.5M32026-06-30
World Investment Advisors$1.5M3592026-06-30
Independent Family Office, LLC$1.5M32026-06-30
Wall Street Financial Group, Inc.$1.4M22026-06-30
Bailard, Inc.$1.4M402026-06-30
Joule Financial, LLC$1.4M02026-06-30
Cary Street Partners Financial LLC$1.4M02026-06-30
Glen Eagle Advisors, LLC$1.4M132026-06-30
City State Bank$1.4M02026-06-30
Anchor Investment Management, LLC$1.3M62026-03-31
Johnson Investment Counsel Inc$1.3M652026-06-30
Savant Wealth Management$1.3M4052026-06-30
Laurel Oak Wealth Management, LLC$1.3M142026-06-30
Bluesphere Advisors LLC$1.3M42026-06-30
Concurrent Investment Advisors, LLC$1.3M3492026-06-30
Northern Trust Corp$1.3M02026-06-30
Steel Grove Capital Advisors, LLC$1.3M72026-06-30
Fsa Wealth Management LLC$1.2M02025-09-30
Charter Oak Capital Management, LLC$1.2M02026-03-31
Connecticut Wealth Management, LLC$1.2M502026-06-30
Old Second National Bank of Aurora$1.2M02026-06-30
Comerica Bank$1.2M02025-12-31
Baker Ellis Asset Management LLC$1.2M52026-06-30
Rfg Advisory, LLC$1.2M1912026-06-30
Bonfire Financial, LLC$1.2M42026-06-30
McMillan Office, Inc.$1.2M02026-06-30
Novak & Powell Financial Services, Inc.$1.2M82026-06-30
Piscataqua Savings Bank$1.2M02026-06-30
Maltin Wealth Management, Inc.$1.2M42026-06-30
North Forty Two & Co.$1.1M12026-06-30
Altiora Financial Group, LLC$1.1M12026-06-30
Silverlake Wealth Management LLC$1.1M92026-06-30
Pfg Advisors$1.1M832026-06-30
Sanctuary Advisors, LLC$1.1M4012026-06-30
Advisory Services Network$1.1M2532026-06-30
Mutual Advisors, LLC$1.1M1532026-06-30
Tranquility Partners, LLC$1.1M72026-06-30
Fort Sheridan Advisors LLC$1.1M82026-06-30
TIAA-CREF Individual & Institutional Services, LLC$1.1M1,7212026-06-30
Ignite Planners LLC$1.1M242026-06-30
Freestone Capital Holdings, LLC$1M662026-06-30
Rothschild Investment LLC$1M182026-06-30
Kestra Private Wealth Services, LLC$1M2062026-06-30
Wealthspire Retirement, LLC$1M1462026-06-30
American Trust$1M02026-06-30
Woodward Diversified Capital, LLC$1M42026-06-30
Winebrenner Capital Management LLC$982.3K62026-06-30
Navis Wealth Advisors LLC$978.7K72026-06-30
Merit Financial Group, LLC$973.4K2952026-06-30
Camelot Portfolios, LLC$972K32026-06-30
Choreo, LLC$963.2K1482026-06-30
Neuberger Berman Group LLC$959.3K02026-06-30
Vectorglobal Iag, Inc.$957.2K02026-03-31
Founders Financial Alliance, LLC$946.3K322026-06-30
Gibraltar Capital Management, Inc.$940.5K182026-06-30
Mai Capital Management$939.3K3082026-06-30
First Heartland Consultants, Inc.$935.7K992026-06-30
V2 Financial Group LLC$919.9K42026-06-30
Tudor Financial, Inc.$917.8K72026-06-30
Sbi Securities Co., Ltd.$913.1K02026-06-30
New Edge Wealth$909.4K1512026-06-30
Compound Planning, Inc.$904.6K752026-06-30
Focus Financial$900.5K1212026-06-30
McAdam LLC$899.3K1352026-06-30
Spire Wealth Management$894.7K32026-06-30
Valeo Financial Advisors, LLC$894.2K1082026-06-30
Brookwood Investment Group LLC$886.5K692026-06-30
Sweeney & Michel, LLC$881.8K32026-06-30
D. E. Shaw & Co., LP$878.6K02026-06-30
Hancock Whitney Corp$877.7K02026-06-30
Crusonia Wealth Advisors LLC$870.7K172026-06-30
Interactive Financial Advisors, Inc.$865.3K342026-06-30
Nlb Skladi, Upravljanje Premozenja, D.o.o.$858.3K02026-06-30
Choate Investment Advisors$857.7K152026-06-30
Mission Wealth Management, LP$854.8K1382026-06-30
Ep Wealth Advisors, LLC$841.9K3382026-06-30

The 250 largest of 726 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30