Security record · archived quarter
VPU
Vanguard Utilities ETF · Financial Services · Asset Management
62Tracked holders
+1Δ holders
8.48MShares held
$1.57BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.6% ·
share flow +0.2% ·
net new positions +1.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | +5 | 8.71M | $1.71B | +6 | −2 |
| Q1 2026 | 59 | -4 | 8.60M | $1.70B | +1 | −5 |
| Q4 2025 | 62 | +1 | 8.48M | $1.57B | +1 | — |
| Q3 2025 | 6 | -2 | 1.30M | $246.56M | — | −2 |
| Q2 2025 | 5 | 0 | 40.46K | $7.14M | +2 | −2 |
| Q1 2025 | 3 | -1 | 84.72K | $14.47M | +1 | −2 |
| Q4 2024 | 4 | +3 | 146.23K | $23.90M | +3 | — |
| Q3 2024 | 1 | -1 | 5.92K | $1.03M | +1 | −2 |
| Q2 2024 | 2 | — | 14.45K | $2.14M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.15M | +3.4% | $212.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.00M | — | $185.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 893.16K | — | $165.27M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 679.10K | — | $125.66M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 459.82K | — | $85.08M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Empower Advisory Group, LLC | 411.75K | — | $76.19M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 400.72K | — | $74.15M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | UBS Group AG | 344.44K | — | $63.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 341.24K | — | $63.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 230.61K | — | $42.72M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 11 | Captrust Financial Advisors | 227.15K | — | $42.03M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 219.55K | — | $40.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Royal Bank Of Canada | 211.92K | — | $39.21M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 14 | Corient Private Wealth LP | 224.31K | — | $38.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 203.33K | — | $37.63M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 185.38K | — | $34.30M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 184.22K | — | $34.09M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 105.79K | — | $19.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Mml Investors Services, Llc | 103.11K | — | $19.08M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 86.24K | -43.2% | $15.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 21 | Bnp Paribas Financial Markets | 76.65K | — | $14.18M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 70.38K | — | $13.17M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 23 | Cerity Partners LLC | 59.80K | — | $11.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Blair William & Co/Il | 57.41K | — | $10.62M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 56.28K | — | $10.41M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 26 | HighTower Advisors, LLC | 52.03K | — | $9.63M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 50.39K | — | $9.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Goldman Sachs Group ✦ | 46.31K | +133.1% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Nomura Asset Management Co Ltd | 36.90K | — | $6.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Creative Planning | 30.44K | — | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 29.81K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 29.13K | — | $5.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Cwm, Llc | 23.50K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 22.57K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 21.48K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Quantinno Capital Management LP | 16.42K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 14.37K | +5.1% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Fifth Third Bancorp | 13.77K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 13.71K | New | $2.54M | 0.0% | New | 1 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 12.13K | +80.6% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Focus Partners Wealth | 11.51K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 9.11K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wealthfront Advisers LLC | 8.63K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 8.09K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 7.00K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 46 | Jane Street Group, Llc | 6.49K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 5.89K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Neuberger Berman Group LLC | 4.94K | — | $913,689 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Qube Research & Technologies Ltd | 4.64K | — | $858,216 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 4.22K | — | $780,835 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | Baird Financial Group, Inc. | 2.72K | — | $503,124 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | First Manhattan Co. Llc. | 2.50K | — | $463,340 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 2.36K | — | $437,435 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Gotham Asset Management ✦ | 2.34K | +102.2% | $433,734 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Susquehanna International Group, Llp | 1.58K | — | $293,103 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Franklin Resources Inc | 1.21K | — | $224,268 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 453 | — | $83,796 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Kayne Anderson Rudnick Investment… | 244 | — | $45,133 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Simplex Trading, Llc | 210 | — | $38,858 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 143 | — | $26,448 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Deutsche Bank Ag\ | 59 | — | $10,917 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | TD Waterhouse Canada Inc. | 20 | — | $3,699 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $2.54M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 667 holders, 13.36M shares, $2.60B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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