Who owns VANGUARD UTILITIES INDEX FUND (VPU)
Which tracked institutional funds hold VPU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VPU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
65 tracked funds added or opened VPU while 69 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VPU’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes VPU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VPU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 667 tracked filers holding VPU, 303 increased or opened the position and 269 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VPU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- NewEdge Advisors, LLC$9M
- IFG Advisory, LLC$6M
- XTX Topco Ltd$3M
- AQR CAPITAL MANAGEMENT LLC$3M
- INSIGNEO ADVISORY SERVICES, LLC$2M
- Timbuktu Capital Management, LLC$2M
Full exits 27
- Cambridge Investment Research Advisors, Inc.$22M
- VESTOR CAPITAL, LLC$11M
- HighTower Advisors, LLC$11M
- Janney Montgomery Scott LLC$10M
- McIlrath & Eck, LLC$8M
- CWM, LLC$5M
Largest adds
- Ameritas Advisory Services, LLC$10M
- Nan Shan Life Insurance Co., Ltd.$8M
- PGIM Custom Harvest LLC$6M
- Empower Advisory Group, LLC$5M
- MML INVESTORS SERVICES, LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
Largest trims
- Beacon Capital Management, Inc.$14M
- Hamilton Wealth, LLC$13M
- UBS Group AG$10M
- Richmond Brothers, Inc.$4M
- EXCHANGE TRADED CONCEPTS, LLC$4M
- WELLS FARGO & COMPANY/MN$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,210,206 | $237M | 10.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,066,820 | $209M | 9.2% | 2026-Q2 |
| LPL Financial LLC added | 910,692 | $178M | 7.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 740,507 | $145M | 6.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 510,296 | $100M | 4.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 509,148 | $100M | 4.4% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 457,116 | $89M | 4.0% | 2026-Q2 |
| Empower Advisory Group, LLC added | 412,786 | $81M | 3.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 339,096 | $66M | 2.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 318,192 | $62M | 2.8% | 2026-Q2 |
| UBS Group AG trimmed | 316,099 | $62M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 293,593 | $57M | 2.5% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 247,584 | $48M | 2.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 207,697 | $41M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 199,122 | $39M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 186,391 | $36M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 179,111 | $35M | 1.6% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 168,766 | $33M | 1.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 155,280 | $30M | 1.3% | 2026-Q2 |
| Nan Shan Life Insurance Co., Ltd. added | 150,369 | $29M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 124,338 | $24M | 1.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 109,863 | $22M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 104,159 | $21M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 104,058 | $20M | 0.9% | 2026-Q2 |
| Allied Investment Advisors, LLC added | 91,546 | $18M | 0.8% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed | 90,467 | $18M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 86,516 | $17M | 0.7% | 2026-Q2 |
| SWAN Capital LLC added | 83,344 | $16M | 0.7% | 2026-Q2 |
| Unconventional Investor, LLC trimmed | 79,370 | $16M | 0.7% | 2026-Q2 |
| Lido Advisors, LLC added | 76,673 | $15M | 0.7% | 2026-Q2 |
| Nelson Capital Management, LLC trimmed | 61,096 | $12M | 0.5% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 59,265 | $12M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 59,153 | $12M | 0.5% | 2026-Q2 |
| American Investment Services, Inc. added | 55,147 | $11M | 0.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 53,732 | $11M | 0.5% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 53,620 | $10M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 53,532 | $10M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 50,755 | $10M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 47,855 | $9M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 46,171 | $9M | 0.4% | 2026-Q2 |
| Greenline Partners, LLC added | 44,037 | $9M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 43,979 | $9M | 0.4% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 41,908 | $8M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 40,582 | $8M | 0.4% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC trimmed | 35,355 | $7M | 0.3% | 2026-Q2 |
| Creative Planning added | 34,367 | $7M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 33,513 | $7M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 32,779 | $6M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 32,181 | $6M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 31,547 | $6M | 0.3% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 31,426 | $6M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 30,290 | $6M | 0.3% | 2026-Q2 |
| Hamilton Wealth, LLC trimmed | 29,950 | $6M | 0.3% | 2026-Q2 |
| IFG Advisory, LLC added | 29,727 | $6M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 28,435 | $6M | 0.2% | 2026-Q2 |
| Porter White Investment Advisors, Inc. trimmed | 28,323 | $6M | 0.2% | 2026-Q2 |
| Apollon Financial, LLC added | 28,156 | $6M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 27,918 | $5M | 0.2% | 2026-Q2 |
| David Kennon Inc trimmed | 27,602 | $5M | 0.2% | 2026-Q2 |
| BARD ASSOCIATES INC added | 27,133 | $5M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 27,014 | $5M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC added | 26,991 | $5M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 25,624 | $5M | 0.2% | 2026-Q2 |
| Moss Adams Wealth Advisors LLC | 25,569 | $5M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 25,000 | $5M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 24,515 | $5M | 0.2% | 2026-Q2 |
| MRA Advisory Group trimmed | 24,168 | $5M | 0.2% | 2026-Q2 |
| Venturi Wealth Management, LLC trimmed | 23,736 | $5M | 0.2% | 2026-Q2 |
| Dakota Wealth Management trimmed | 23,185 | $5M | 0.2% | 2026-Q2 |
| DMKC Advisory Services, LLC added | 22,180 | $4M | 0.2% | 2026-Q2 |
| Legacy Financial Group LLC added | 22,171 | $4M | 0.2% | 2026-Q2 |
| FMR LLC added | 22,076 | $4M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 21,505 | $4M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 21,102 | $4M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 21,042 | $4M | 0.2% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB added | 20,207 | $4M | 0.2% | 2026-Q2 |
| Aspire Capital Advisors LLC added | 20,021 | $4M | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 19,467 | $4M | 0.2% | 2026-Q2 |
| Strengthening Families & Communities, LLC added | 19,381 | $4M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 19,331 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 19,258 | $4M | 0.2% | 2026-Q2 |
| M&T Bank Corp trimmed | 19,087 | $4M | 0.2% | 2026-Q2 |
| Tranquilli Financial Advisor LLC trimmed | 19,079 | $4M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 19,012 | $4M | 0.2% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. | 18,832 | $4M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 18,506 | $4M | 0.2% | 2026-Q2 |
| Ariston Services Group added | 18,137 | $4M | 0.2% | 2026-Q2 |
| O'ROURKE & COMPANY, Inc added | 18,041 | $4M | 0.2% | 2026-Q2 |
| Royal Fund Management, LLC added | 18,041 | $4M | 0.2% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 17,784 | $3M | 0.2% | 2026-Q2 |
| White Lighthouse Investment Management Inc. trimmed | 17,610 | $3M | 0.2% | 2026-Q2 |
| Reality Financial Planning Services, LLC trimmed | 17,460 | $3M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 16,805 | $3M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 16,802 | $3M | 0.1% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. added | 16,697 | $3M | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC added | 16,569 | $3M | 0.1% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC added | 16,509 | $3M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 15,782 | $3M | 0.1% | 2026-Q2 |
| Richmond Brothers, Inc. trimmed | 15,748 | $3M | 0.1% | 2026-Q2 |
| Mittelman Wealth Management trimmed | 5,623 | $6M | 0.3% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.