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Institutional Ownership · SEC Form 13F

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.

667
Institutional holders
13M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed1,210,206$237M10.5%2026-Q2
BANK OF AMERICA CORP /DE/ added1,066,820$209M9.2%2026-Q2
LPL Financial LLC added910,692$178M7.9%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added740,507$145M6.4%2026-Q2
WELLS FARGO & COMPANY/MN trimmed510,296$100M4.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added509,148$100M4.4%2026-Q2
Beacon Capital Management, Inc. trimmed457,116$89M4.0%2026-Q2
Empower Advisory Group, LLC added412,786$81M3.6%2026-Q2
OSAIC HOLDINGS, INC. added339,096$66M2.9%2026-Q2
AMERIPRISE FINANCIAL INC added318,192$62M2.8%2026-Q2
UBS Group AG trimmed316,099$62M2.7%2026-Q2
RAYMOND JAMES FINANCIAL INC added293,593$57M2.5%2026-Q2
PGIM Custom Harvest LLC added247,584$48M2.1%2026-Q2
Rockefeller Capital Management L.P. added207,697$41M1.8%2026-Q2
Cetera Investment Advisers added199,122$39M1.7%2026-Q2
ROYAL BANK OF CANADA added186,391$36M1.6%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed179,111$35M1.6%2026-Q2
Ameritas Advisory Services, LLC added168,766$33M1.5%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed155,280$30M1.3%2026-Q2
Nan Shan Life Insurance Co., Ltd. added150,369$29M1.3%2026-Q2
MML INVESTORS SERVICES, LLC added124,338$24M1.1%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV added109,863$22M1.0%2026-Q2
JPMORGAN CHASE & CO added104,159$21M0.9%2026-Q2
STIFEL FINANCIAL CORP added104,058$20M0.9%2026-Q2
Allied Investment Advisors, LLC added91,546$18M0.8%2026-Q2
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed90,467$18M0.8%2026-Q2
Corient Private Wealth LP trimmed86,516$17M0.7%2026-Q2
SWAN Capital LLC added83,344$16M0.7%2026-Q2
Unconventional Investor, LLC trimmed79,370$16M0.7%2026-Q2
Lido Advisors, LLC added76,673$15M0.7%2026-Q2
Nelson Capital Management, LLC trimmed61,096$12M0.5%2026-Q2
BLAIR WILLIAM & CO/IL added59,265$12M0.5%2026-Q2
Cerity Partners LLC trimmed59,153$12M0.5%2026-Q2
American Investment Services, Inc. added55,147$11M0.5%2026-Q2
PNC Financial Services Group, Inc. trimmed53,732$11M0.5%2026-Q2
Pallas Capital Advisors LLC added53,620$10M0.5%2026-Q2
TRUIST FINANCIAL CORP added53,532$10M0.5%2026-Q2
HARBOUR INVESTMENTS, INC. added50,755$10M0.4%2026-Q2
Private Advisor Group, LLC trimmed47,855$9M0.4%2026-Q2
JONES FINANCIAL COMPANIES LLLP added46,171$9M0.4%2026-Q2
Greenline Partners, LLC added44,037$9M0.4%2026-Q2
NewEdge Advisors, LLC added43,979$9M0.4%2026-Q2
Goldstone Financial Group, LLC trimmed41,908$8M0.4%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added40,582$8M0.4%2026-Q2
KCM INVESTMENT ADVISORS LLC trimmed35,355$7M0.3%2026-Q2
Creative Planning added34,367$7M0.3%2026-Q2
Foundations Investment Advisors, LLC added33,513$7M0.3%2026-Q2
Quadrature Capital Ltd trimmed32,779$6M0.3%2026-Q2
Farther Finance Advisors, LLC added32,181$6M0.3%2026-Q2
Atria Investments, Inc added31,547$6M0.3%2026-Q2
Bryn Mawr Trust Advisors, LLC trimmed31,426$6M0.3%2026-Q2
Integrated Wealth Concepts LLC added30,290$6M0.3%2026-Q2
Hamilton Wealth, LLC trimmed29,950$6M0.3%2026-Q2
IFG Advisory, LLC added29,727$6M0.3%2026-Q2
Kestra Advisory Services, LLC trimmed28,435$6M0.2%2026-Q2
Porter White Investment Advisors, Inc. trimmed28,323$6M0.2%2026-Q2
Apollon Financial, LLC added28,156$6M0.2%2026-Q2
Beacon Pointe Advisors, LLC trimmed27,918$5M0.2%2026-Q2
David Kennon Inc trimmed27,602$5M0.2%2026-Q2
BARD ASSOCIATES INC added27,133$5M0.2%2026-Q2
Mariner, LLC trimmed27,014$5M0.2%2026-Q2
Retirement Planning Group, LLC added26,991$5M0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added25,624$5M0.2%2026-Q2
Moss Adams Wealth Advisors LLC25,569$5M0.2%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD trimmed25,000$5M0.2%2026-Q2
New England Private Wealth Advisors LLC added24,515$5M0.2%2026-Q2
MRA Advisory Group trimmed24,168$5M0.2%2026-Q2
Venturi Wealth Management, LLC trimmed23,736$5M0.2%2026-Q2
Dakota Wealth Management trimmed23,185$5M0.2%2026-Q2
DMKC Advisory Services, LLC added22,180$4M0.2%2026-Q2
Legacy Financial Group LLC added22,171$4M0.2%2026-Q2
FMR LLC added22,076$4M0.2%2026-Q2
FIFTH THIRD BANCORP trimmed21,505$4M0.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed21,102$4M0.2%2026-Q2
Pathstone Holdings, LLC added21,042$4M0.2%2026-Q2
Wilmington Savings Fund Society, FSB added20,207$4M0.2%2026-Q2
Aspire Capital Advisors LLC added20,021$4M0.2%2026-Q2
Capital Investment Advisory Services, LLC added19,467$4M0.2%2026-Q2
Strengthening Families & Communities, LLC added19,381$4M0.2%2026-Q2
J.W. COLE ADVISORS, INC. trimmed19,331$4M0.2%2026-Q2
Quantinno Capital Management LP added19,258$4M0.2%2026-Q2
M&T Bank Corp trimmed19,087$4M0.2%2026-Q2
Tranquilli Financial Advisor LLC trimmed19,079$4M0.2%2026-Q2
TD Waterhouse Canada Inc. trimmed19,012$4M0.2%2026-Q2
Sterling Investment Advisors, Ltd.18,832$4M0.2%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC trimmed18,506$4M0.2%2026-Q2
Ariston Services Group added18,137$4M0.2%2026-Q2
O'ROURKE & COMPANY, Inc added18,041$4M0.2%2026-Q2
Royal Fund Management, LLC added18,041$4M0.2%2026-Q2
Praetorian Wealth Management, Inc. added17,784$3M0.2%2026-Q2
White Lighthouse Investment Management Inc. trimmed17,610$3M0.2%2026-Q2
Reality Financial Planning Services, LLC trimmed17,460$3M0.2%2026-Q2
Wealthspire Advisors, LLC added16,805$3M0.1%2026-Q2
Summit Financial, LLC added16,802$3M0.1%2026-Q2
Pinnacle Wealth Management Group, Inc. added16,697$3M0.1%2026-Q2
Comprehensive Money Management Services LLC added16,569$3M0.1%2026-Q2
FFG RETIREMENT ADVISORS LLC added16,509$3M0.1%2026-Q2
MGO ONE SEVEN LLC added15,782$3M0.1%2026-Q2
Richmond Brothers, Inc. trimmed15,748$3M0.1%2026-Q2
Mittelman Wealth Management trimmed5,623$6M0.3%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.

HoldersTotal shares

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.

Learn how to read institutional ownership