Purchases and Sales Made in Q4 2025 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2025. The information is specifically focused on institutions that hold shares of VANGUARD UTILITIES ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.7K+ 991.47% |
$2.62M - $2.77M
|
15.1K
$2.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Calder Financial LLC
Downingtown, PA |
BUY
|
- |
7.93KNew |
$1.51M - $1.6M
|
7.93K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.54K+ 21.47% |
$1.25M - $1.32M
|
37K
$7.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 12.84% |
$631K - $668K
|
29.1K
$5.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.24K+ 27.21% |
$617K - $654K
|
15.1K
$2.91M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.02K+ 49.67% |
$577K - $611K
|
9.11K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.6K+ 29.1% |
$496K - $525K
|
11.5K
$2.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.28K+ 102.06% |
$435K - $460K
|
4.51K
$867K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$349K - $369K
|
1.83K
$352K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 4.41% |
$330K - $349K
|
40.9K
$7.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.6KNew |
$304K - $322K
|
1.6K
$307K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.53K+ 7.25% |
$291K - $308K
|
22.6K
$4.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.4KNew |
$266K - $282K
|
1.4K
$269K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.33KNew |
$254K - $269K
|
1.33K
$256K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.16K+ 8.87% |
$221K - $234K
|
14.2K
$2.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
1.15K+ 24.59% |
$220K - $233K
|
5.83K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
769+ 29.95% |
$147K - $155K
|
3.34K
$642K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
766+ 0.83% |
$146K - $155K
|
93.2K
$17.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
759+ 8.56% |
$145K - $153K
|
9.63K
$1.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
720+ 58.58% |
$137K - $145K
|
1.95K
$375K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
682+ 4.0% |
$130K - $138K
|
17.7K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
555+ 17.23% |
$106K - $112K
|
3.78K
$727K
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
466+ 32.27% |
$88.9K - $94.2K
|
1.91K
$367K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
417+ 9.07% |
$79.6K - $84.3K
|
5.02K
$965K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
392New |
$74.8K - $79.2K
|
392
$75.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
375+ 194.3% |
$71.6K - $75.8K
|
568
$109K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
343+ 10.48% |
$65.4K - $69.3K
|
3.62K
$695K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
341New |
$65.1K - $68.9K
|
341
$65.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
336+ 241.73% |
$64.1K - $67.9K
|
475
$91.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
329+ 55.76% |
$62.8K - $66.5K
|
919
$177K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
282+ 1.88% |
$53.8K - $57K
|
15.3K
$2.94M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
261+ 1.2% |
$49.8K - $52.7K
|
22K
$4.23M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 10.81% |
$38.2K - $40.4K
|
2.05K
$394K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
194+ 14.45% |
$37K - $39.2K
|
1.54K
$296K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
191+ 4.65% |
$36.4K - $38.6K
|
4.3K
$826K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
171+ 8.1% |
$32.6K - $34.5K
|
2.28K
$439K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
165+ 2.1% |
$31.5K - $33.3K
|
8.02K
$1.54M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
164+ 5.76% |
$31.3K - $33.1K
|
3.01K
$579K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
135+ 1.7% |
$25.8K - $27.3K
|
8.09K
$1.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
127+ 1.08% |
$24.2K - $25.7K
|
11.9K
$2.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
116+ 1.29% |
$22.1K - $23.4K
|
9.11K
$1.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
100+ 0.91% |
$19.1K - $20.2K
|
11.1K
$2.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
BUY
|
- |
87+ 1.22% |
$16.6K - $17.6K
|
7.24K
$1.39M
|
|
|
Jan 22, 2026
Q4 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
55+ 11.68% |
$10.5K - $11.1K
|
526
$101K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
37+ 1.39% |
$7.06K - $7.48K
|
2.71K
$520K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 7.66% |
$6.87K - $7.27K
|
506
$97.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
33New |
$6.3K - $6.67K
|
33
$6.35K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.38% |
$4.39K - $4.65K
|
6.12K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
16+ 0.44% |
$3.05K - $3.23K
|
3.62K
$696K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9+ 0.15% |
$1.72K - $1.82K
|
5.9K
$1.13M
|
|