VPU · VANGUARD UTILITIES INDEX FUND ETF
$186.35
+0.28 (+0.15%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $19,261,984
Total Shares: 98,411
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
85.5%
+29.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,483
Highly concentrated+2,413
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+2
Institutional value:
+105.4%
Shares held:
+107.9%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 84,125 | $16,465,786 | |
| Mega CITADEL ADVISORS LLC | 13,000 | $2,544,490 | |
| Small Kirkwood Financial Services | 1,172 | $229,395 | |
| Mid Parkside Financial Bank & Trust | 114 | $22,313 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 26,472 | $5,245,162 | |
| Large M&T Bank Corp | 20,858 | $4,132,801 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VPU | $16,465,786 | 85.48% | 84,125 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC VPU | $1,781,143 | 9.25% | 9,100 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VPU | $763,347 | 3.96% | 3,900 | Put | 2026-09-02 | |
| Small Kirkwood Financial Services VPU | $229,395 | 1.19% | 1,172 | Shares | 2026-08-25 | |
| Mid Parkside Financial Bank & Trust Bank VPU | $22,313 | 0.12% | 114 | Shares | 2026-09-04 |