VPU Institutional Ownership
Vanguard Utilities ETF
1W: +0.7%
1M: -6.5%
3M: -11.7%
YTD: -7.8%
1Y: -8.9%
3Y: +42.3%
5Y: +38.9%
$172.65
+0.73 (+0.42%)
Weekly Expected Move ±1.8%
$166
$170
$173
$176
$179
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VPU
733
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
66
New Positions
246
Increased
236
Reduced
34
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (785 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,210,206 | $209M | -2,565 | -0.2% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,066,820 | $184M | +24,512 | +2.4% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 910,692 | $157M | +16,606 | +1.9% | 54Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 740,507 | $128M | +27,399 | +3.8% | 44Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 510,296 | $88M | -11,945 | -2.3% | 78Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 509,148 | $88M | +26,347 | +5.5% | 55Q | SEC ↗ |
| 7 | Beacon Capital Management, Inc. | 457,116 | $79M | -65,851 | -12.6% | 51Q | SEC ↗ |
| 8 | Empower Advisory Group, LLC | 412,786 | $71M | +30,256 | +7.9% | 14Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 339,096 | $59M | +22,398 | +7.1% | 26Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 318,192 | $55M | +4,547 | +1.4% | 16Q | SEC ↗ |
| 11 | UBS Group AG | 316,099 | $55M | -45,358 | -12.5% | 47Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 293,593 | $51M | +14,535 | +5.2% | 7Q | SEC ↗ |
| 13 | PGIM Custom Harvest LLC | 247,584 | $43M | +34,308 | +16.1% | 15Q | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 207,697 | $36M | +1,165 | +0.6% | 28Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 199,122 | $34M | +11,109 | +5.9% | 23Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 186,391 | $32M | +3,813 | +2.1% | 67Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 179,111 | $31M | -2,941 | -1.6% | 35Q | SEC ↗ |
| 18 | Ameritas Advisory Services, LLC | 168,766 | $29M | +54,051 | +47.1% | 19Q | SEC ↗ |
| 19 | CAPTRUST FINANCIAL ADVISORS | 155,280 | $27M | -5,360 | -3.3% | 23Q | SEC ↗ |
| 20 | Nan Shan Life Insurance Co., Ltd. | 150,369 | $26M | +44,405 | +41.9% | 2Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 124,338 | $21M | +26,046 | +26.5% | 37Q | SEC ↗ |
| 22 | VESTOR CAPITAL, LLC | 114,137 | $20M | +56,659 | +98.6% | 24Q | SEC ↗ |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | 109,863 | $19M | +3,118 | +2.9% | 25Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 109,373 | $19M | -2,248 | -2.0% | 64Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 104,159 | $18M | +6,145 | +6.3% | 34Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 104,058 | $18M | +2,008 | +2.0% | 33Q | SEC ↗ |
| 27 | Allied Investment Advisors, LLC | 91,546 | $16M | +1,934 | +2.2% | 12Q | SEC ↗ |
| 28 | PATRIOT INVESTMENT MANAGEMENT GROUP, I | 90,467 | $16M | -591 | -0.6% | 30Q | SEC ↗ |
| 29 | Corient Private Wealth LP | 84,125 | $15M | -17,673 | -17.4% | 15Q | SEC ↗ |
| 30 | SWAN Capital LLC | 83,344 | $14M | +9,904 | +13.5% | 12Q | SEC ↗ |
| 31 | Unconventional Investor, LLC | 79,370 | $14M | -67 | -0.1% | 19Q | SEC ↗ |
| 32 | Lido Advisors, LLC | 76,673 | $13M | +3,583 | +4.9% | 24Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 63,292 | $11M | +7,646 | +13.7% | 22Q | SEC ↗ |
| 34 | Nelson Capital Management, LLC | 61,096 | $11M | -409 | -0.7% | 29Q | SEC ↗ |
| 35 | BLAIR WILLIAM & CO/IL | 59,265 | $10M | +617 | +1.1% | 34Q | SEC ↗ |
| 36 | Cerity Partners LLC | 59,153 | $10M | -1,325 | -2.2% | 15Q | SEC ↗ |
| 37 | American Investment Services, Inc. | 55,147 | $10M | +1,888 | +3.5% | 64Q | SEC ↗ |
| 38 | PNC Financial Services Group, Inc. | 53,732 | $9M | -2,821 | -5.0% | 15Q | SEC ↗ |
| 39 | Pallas Capital Advisors LLC | 53,620 | $9M | +1,154 | +2.2% | 12Q | SEC ↗ |
| 40 | TRUIST FINANCIAL CORP | 53,532 | $9M | +1,482 | +2.8% | 27Q | SEC ↗ |
| 41 | Janney Montgomery Scott LLC | 50,838 | $9M | -1,002 | -1.9% | 49Q | SEC ↗ |
| 42 | HARBOUR INVESTMENTS, INC. | 50,755 | $9M | +1,890 | +3.9% | 17Q | SEC ↗ |
| 43 | Private Advisor Group, LLC | 47,855 | $8M | -3,534 | -6.9% | 51Q | SEC ↗ |
| 44 | JONES FINANCIAL COMPANIES LLLP | 46,171 | $8M | +7,699 | +20.0% | 21Q | SEC ↗ |
| 45 | Greenline Partners, LLC | 44,037 | $8M | +1,456 | +3.4% | 25Q | SEC ↗ |
| 46 | NewEdge Advisors, LLC | 43,979 | $8M | +16,640 | +60.9% | 17Q | SEC ↗ |
| 47 | McIlrath & Eck, LLC | 42,727 | $7M | +479 | +1.1% | 34Q | SEC ↗ |
| 48 | Goldstone Financial Group, LLC | 41,908 | $7M | -6,633 | -13.7% | 9Q | SEC ↗ |
| 49 | MERCER GLOBAL ADVISORS INC /ADV | 40,582 | $7M | +3,765 | +10.2% | 21Q | SEC ↗ |
| 50 | KCM INVESTMENT ADVISORS LLC | 35,355 | $6M | -287 | -0.8% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 29,727 | $5M |
| XTX Topco Ltd | 13,883 | $2M |
| AQR CAPITAL MANAGEMENT LLC | 13,138 | $2M |
| INSIGNEO ADVISORY SERVICES, LLC | 11,947 | $2M |
| Timbuktu Capital Management, LLC | 10,445 | $2M |
| HRT FINANCIAL LP | 7,746 | $1M |
| VectorGlobal IAG, Inc. | 4,831 | $834K |
| D. E. Shaw & Co., Inc. | 4,489 | $775K |
| Maloon Powers Pitre Higgins & Denne | 4,123 | $712K |
| Evanson Financial, LLC | 3,501 | $604K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 3,496 | $604K |
| Modern Wealth Management, LLC | 3,349 | $578K |
| Coppell Advisory Solutions LLC | 3,049 | $526K |
| Stonebridge Financial Group, LLC/CA | 2,838 | $490K |
| Elm Partners Management LLC | 2,756 | $476K |
| Sovran Advisors, LLC | 2,493 | $430K |
| TRUST CO OF VERMONT | 2,443 | $422K |
| Tower Research Capital LLC (TRC) | 2,401 | $415K |
| Noble Wealth Partners LLC | 2,260 | $390K |
| Diversify Advisory Services, LLC | 1,961 | $339K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Stratos Wealth Advisors, LLC | 40,943 | $7M |
| Proficio Capital Partners LLC | 32,345 | $6M |
| Arete Wealth Advisors, LLC | 16,296 | $3M |
| Kinloch Capital, LLC | 12,849 | $2M |
| Retireful, LLC | 11,433 | $2M |
| INTRINSIC EDGE CAPITAL MANAGEMENT L | 10,000 | $2M |
| STAPP WEALTH MANAGEMENT, PLLC | 7,832 | $1M |
| Jump Financial, LLC | 7,497 | $1M |
| GTS SECURITIES LLC | 6,792 | $1M |
| JANE STREET GROUP, LLC | 6,486 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 5,800 | $1M |
| Stillwater Wealth Management Group | 4,326 | $747K |
| Independent Advisor Alliance | 4,223 | $729K |
| VISTA INVESTMENT PARTNERS II, LLC | 3,815 | $659K |
| Axiom Financial Strategies, LLC | 3,337 | $576K |
| FIRST AMERICAN BANK | 2,950 | $509K |
| Orion Porfolio Solutions, LLC | 2,640 | $456K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 2,442 | $422K |
| Hilltop Holdings Inc. | 2,094 | $362K |
| Envestnet Portfolio Solutions, Inc. | 2,081 | $359K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Beacon Capital Management, Inc. | -65,851 | -12.6% | 457,116 |
| UBS Group AG | -45,358 | -12.5% | 316,099 |
| Richmond Brothers, Inc. | -20,200 | -56.2% | 15,748 |
| EXCHANGE TRADED CONCEPTS, LLC | -18,086 | -49.4% | 18,506 |
| Mittelman Wealth Management | -17,763 | -76.0% | 5,623 |
| Corient Private Wealth LP | -17,673 | -17.4% | 84,125 |
| David Kennon Inc | -16,571 | -37.5% | 27,602 |
| Mariner, LLC | -14,191 | -34.4% | 27,014 |
| Western Wealth Management, LLC | -12,381 | -83.4% | 2,460 |
| WELLS FARGO & COMPANY/MN | -11,945 | -2.3% | 510,296 |
| Visionary Wealth Advisors | -11,306 | -45.9% | 13,310 |
| UBS AM, a distinct business unit of | -8,653 | -84.7% | 1,563 |
| Quadrature Capital Ltd | -8,378 | -20.4% | 32,779 |
| Kestra Advisory Services, LLC | -8,179 | -22.3% | 28,435 |
| Goldstone Financial Group, LLC | -6,633 | -13.7% | 41,908 |
| CALTON & ASSOCIATES, INC. | -6,632 | -75.7% | 2,131 |
| CAPTRUST FINANCIAL ADVISORS | -5,360 | -3.3% | 155,280 |
| Private Advisor Group, LLC | -3,534 | -6.9% | 47,855 |
| Dakota Wealth Management | -3,287 | -12.4% | 23,185 |
| DAVENPORT & Co LLC | -3,062 | -57.1% | 2,299 |