13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
VPU

Vanguard Utilities ETF

714 institutions still hold Vanguard Utilities ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92204a876·714 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.7%
vs prior quarter
13F value held
$1.7B
66.0% inst. owned
of float
Holders
714
-44 QoQ
filers reporting
Activity
+19 / −65
+960 added · −826 reduced
this quarter
Concentration
14.44%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

714 institutions reported VPU in Q1 2026. MORGAN STANLEY leads at 14.4% of the visible book. -44 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$240M1.2M0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$207M1.0M0.02%Q1 202603
LPL Financial LLC
CIK 0001403438
$177M894K0.05%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$141M713K0.09%Q1 202605
Beacon Capital Management, Inc.
CIK 0001575301
$104M523K5.83%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$103M522K0.02%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$96M483K0.03%Q1 202608
Empower Advisory Group, LLC
CIK 0001978885
$76M383K0.20%Q1 202609
UBS Group AG
CIK 0001610520
$72M361K0.01%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$63M317K0.09%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$62M314K0.01%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$55M279K0.02%Q1 202613
PGIM Custom Harvest LLC
CIK 0001845793
$42M213K0.66%Q1 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$41M207K0.07%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$37M188K0.04%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$36M183K0.01%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$36M182K0.05%Q1 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$32M161K0.06%Q1 202619
Ameritas Advisory Services, LLC
CIK 0001901275
$23M115K0.88%Q1 202620
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$21M107K1.29%Q1 2026
Page 1 of 36
694 more holders available. Log in →