Vault-13

VANGUARD WORLD FD VPU

UTILITIES ETF · ETP · CUSIP 92204A876

606 institutional holders +10 vs Q4 2024
12,170,30912.2m shares reported held*
$2.1bnreported value*
55 new 226 added 178 reduced 40 sold out net sold ≈ $60.3m (-352.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $171.03. Options: 2 managers hold calls ($10.4m notional), 2 hold puts ($683.2k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 467Q4 22: 498Q1 23: 489Q2 23: 491Q3 23: 484Q4 23: 500Q1 24: 493Q2 24: 517Q3 24: 554Q4 24: 596Q1 25: 606606Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022467
Q4 2022498
Q1 2023489
Q2 2023491
Q3 2023484
Q4 2023500
Q1 2024493
Q2 2024517
Q3 2024554
Q4 2024596
Q1 2025606

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 156 bought or addedQ2 23: 219 cut or sold outQ3 23: 220 bought or addedQ3 23: 198 cut or sold outQ3 23Q4 23: 200 bought or addedQ4 23: 242 cut or sold outQ1 24: 230 bought or addedQ1 24: 201 cut or sold outQ1 24Q2 24: 197 bought or addedQ2 24: 202 cut or sold outQ3 24: 261 bought or addedQ3 24: 190 cut or sold outQ3 24Q4 24: 280 bought or addedQ4 24: 187 cut or sold outQ1 25: 281 bought or addedQ1 25: 218 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023156219
Q3 2023220198
Q4 2023200242
Q1 2024230201
Q2 2024197202
Q3 2024261190
Q4 2024280187
Q1 2025281218

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ2 24 calls: $5.5mQ2 24 puts: $1.5mQ2 24P/C 0.26Q3 24 calls: $6.8mQ3 24 puts: $3.6mQ3 24P/C 0.52Q4 24 calls: $13.9mQ4 24 puts: $4.3mQ4 24P/C 0.31Q1 25 calls: $10.4mQ1 25 puts: $683.2kQ1 25P/C 0.07
Numbers
QuarterCallsPutsP/C
Q2 2024$5.5m$1.5m0.26
Q3 2024$6.8m$3.6m0.52
Q4 2024$13.9m$4.3m0.31
Q1 2025$10.4m$683.2k0.07

Biggest buyers

TIAA TRUST, NATIONAL ASSOCIATION Added +91,900+91.9k
MORGAN STANLEY Added +73,136+73.1k
Nan Shan Life Insurance Co., Ltd. Added +64,880+64.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +46,436+46.4k
AMERIPRISE FINANCIAL INC Added +40,035+40.0k
ENVESTNET ASSET MANAGEMENT INC Added +40,025+40.0k
CW Advisors, LLC Added +31,039+31.0k
CAPTRUST FINANCIAL ADVISORS Added +27,885+27.9k
FIRST NATIONAL CORP /MA/ /ADV Added +27,848+27.8k
PGIM Custom Harvest LLC Added +21,102+21.1k

Biggest sellers

Beacon Capital Management, Inc. Reduced -729,465-729.5k
BANK OF AMERICA CORP /DE/ Reduced -61,505-61.5k
LPL Financial LLC Reduced -49,754-49.8k
TWO SIGMA INVESTMENTS, LP Reduced -42,500-42.5k
TUDOR INVESTMENT CORP ET AL Reduced -38,848-38.8k
Gunma Bank,Ltd. Reduced -31,624-31.6k
UBS Group AG Reduced -28,082-28.1k
Atria Wealth Solutions, Inc. Reduced -19,657-19.7k
Stratos Wealth Partners, LTD. Reduced -18,879-18.9k
Kestra Advisory Services, LLC Reduced -17,436-17.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $8.7m51.0k shares
CITADEL ADVISORS LLC Added $1.7m9.9k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $409.9k2.4k shares
CITADEL ADVISORS LLC Reduced $273.3k1.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,190,1521.2m $203.3m $203.3m 0.01% Added +73.1k +73,136
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 921,375921.4k $157.4m $157.4m 0.01% Reduced -61.5k -61,505
3 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 643,021643.0k $109.8m $109.8m 0.04% Added +40.0k +40,025
4 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 617,370617.4k $105.5m $105.5m 0.04% Reduced -49.8k -49,754
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 611,050611.0k $104.4m $104.4m 0.09% Added +46.4k +46,436
6 Empower Advisory Group, LLC 0.21% of their portfolio Greenwood Village, CO 380,900380.9k $65.1m $65.1m 0.21% Added +16.8k +16,842
7 UBS Group AG 0.01% of their portfolio ZURICH, V8 275,727275.7k $47.1m $47.1m 0.01% Reduced -28.1k -28,082
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 274,805274.8k $46.9m $46.9m 0.01% Added +1.1k +1,139
9 Beacon Capital Management, Inc. 2.36% of their portfolio DAYTON, OH 264,905264.9k $47.4m $47.4m 2.36% Reduced -729.5k -729,465
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 263,041263.0k $44.9m $44.9m 0.01% Added +40.0k +40,035
11 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 224,353224.4k $38.3m $38.3m 0.10% Added +27.9k +27,885
12 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 218,335218.3k $37.3m $37.3m 0.07% Added +14.1k +14,147
13 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 203,495203.5k $34.8m $34.8m 0.09% Reduced -2.7k -2,705
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 190,248190.2k $32.5m $32.5m 0.01% Reduced -15.4k -15,416
15 PGIM Custom Harvest LLC 0.73% of their portfolio NEWARK, NJ 178,291178.3k $30.5m $30.5m 0.73% Added +21.1k +21,102
16 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 169,216169.2k $28.9m $28.9m 0.04% Added +10.4k +10,412
17 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 165,611165.6k $28.3m $28.3m 0.01% Added +14.7k +14,718
18 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 155,867155.9k $26.7m $26.7m 0.06% Added +17.9k +17,937
19 Allied Investment Advisors, LLC 4.44% of their portfolio BILLINGS, MT 137,094137.1k $23.4m $23.4m 4.44% Added +5.8k +5,811
20 ALTFEST L J & CO INC 2.59% of their portfolio NEW YORK, NY 120,754120.8k $20.6m $20.6m 2.59% Added +4.0k +4,050
21 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 119,701119.7k $20.4m $20.4m 0.03% Added +4.6k +4,641
22 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 105,873105.9k $18.1m $18.1m 0.06% Reduced -10.0k -9,994
23 Nan Shan Life Insurance Co., Ltd. 0.42% of their portfolio Taipei City, F5 103,880103.9k $17.7m $17.7m 0.42% Added +64.9k +64,880
24 TIAA TRUST, NATIONAL ASSOCIATION 0.05% of their portfolio CHARLOTTE, NC 96,44196.4k $16.5m $16.5m 0.05% Added +91.9k +91,900
25 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1.22% of their portfolio KNOXVILLE, TN 94,87994.9k $16.2m $16.2m 1.22% Reduced -2.1k -2,149
26 CREATIVE FINANCIAL DESIGNS INC /ADV 1.21% of their portfolio KOKOMO, IN 88,84588.8k $15.2m $15.2m 1.21% Added +7.0k +7,020
27 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 87,39887.4k $14.9m $14.9m 0.02% Added +676 +676
28 Unconventional Investor, LLC 8.41% of their portfolio PORTSMOUTH, NH 83,27383.3k $14.2m $14.2m 8.41% Reduced -496 -496
29 Atria Wealth Solutions, Inc. 0.16% of their portfolio NEW YORK, NY 79,49979.5k $13.6m $13.6m 0.16% Reduced -19.7k -19,657
30 Federation des caisses Desjardins du Quebec 0.07% of their portfolio LEVIS, A8 77,78177.8k $13.3m $13.3m 0.07% Reduced -13.2k -13,196
31 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 74,12774.1k $12.7m $12.7m 0.04% Added +9.0k +9,017
32 SWAN Capital LLC 5.36% of their portfolio PENSACOLA, FL 67,97468.0k $11.6m $11.6m 5.36% Reduced -5.4k -5,441
33 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 64,60064.6k $11.0m $11.0m 0.02% Reduced -42.5k -42,500
34 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 64,46464.5k $11.0m $11.0m 0.01% Reduced -1.1k -1,065
35 Pallas Capital Advisors LLC 0.42% of their portfolio BRAINTREE, MA 58,52958.5k $10.0m $10.0m 0.42% Added +4.1k +4,112
36 Nelson Capital Management, LLC 1.72% of their portfolio MENLO PARK, CA 58,32658.3k $10.0m $10.0m 1.72% Added +1.3k +1,343
37 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 56,92356.9k $9.7m $9.7m 0.02% Reduced -935 -935
38 American Investment Services, Inc. 1.70% of their portfolio GREAT BARRINGTON, MA 56,69056.7k $9.7m $9.7m 1.70% Reduced -170 -170
39 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 54,74254.7k $9.4m $9.4m 0.06% Added +6.0k +5,973
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 52,63652.6k $9.0m $9.0m 0.00% Reduced -4.4k -4,401
41 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 51,69251.7k $8.8m $8.8m 0.01% Reduced -5.5k -5,507
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,73049.7k $8.5m $8.5m 0.00% Added +3.8k +3,785
43 Hamilton Wealth, LLC 2.03% of their portfolio LOS ANGELES, CA 49,28349.3k $8.4m $8.4m 2.03% Added +751 +751
44 Richmond Brothers, Inc. 5.16% of their portfolio JACKSON, MI 47,77547.8k $8.2m $8.2m 5.16% Added +1.6k +1,641
45 VESTOR CAPITAL, LLC 0.66% of their portfolio CHICAGO, IL 46,96547.0k $8.0m $8.0m 0.66% Reduced -213 -213
46 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 45,04245.0k $7.7m $7.7m 0.03% Added +423 +423
47 FIRST NATIONAL CORP /MA/ /ADV 1.70% of their portfolio ROCKLAND, MA 44,97645.0k $7.7m $7.7m 1.70% Added +27.8k +27,848
48 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 42,76042.8k $7.3m $7.3m 0.04% Reduced -523 -523
49 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 42,68442.7k $7.3m $7.3m 0.01% Added +16.3k +16,328
50 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 41,96142.0k $7.2m $7.2m 0.02% Added +7.9k +7,918
51 CW Advisors, LLC 0.09% of their portfolio BOSTON, MA 41,70641.7k $7.1m $7.1m 0.09% Added +31.0k +31,039
52 David Kennon Inc 2.73% of their portfolio SARASOTA, FL 40,13540.1k $6.9m $6.9m 2.73% Added +911 +911
53 Stratos Wealth Advisors, LLC 0.37% of their portfolio BEACHWOOD, OH 39,51039.5k $6.7m $6.7m 0.37% Added +1.4k +1,350
54 Invst, LLC 0.90% of their portfolio INDIANAPOLIS, IN 38,68438.7k $6.6m $6.6m 0.90% Reduced -8.4k -8,384
55 KCM INVESTMENT ADVISORS LLC 0.23% of their portfolio GREENBRAE, CA 36,68236.7k $6.3m $6.3m 0.23% Added +534 +534
56 Goldstone Financial Group, LLC 0.94% of their portfolio OAKBROOK TERRACE, IL 36,43736.4k $6.2m $6.2m 0.94% Added +5.5k +5,545
57 Greenline Partners, LLC 0.87% of their portfolio NEW YORK, NY 35,17235.2k $6.0m $6.0m 0.87% Reduced -2.9k -2,893
58 EXCHANGE TRADED CONCEPTS, LLC 0.10% of their portfolio Oklahoma City, OK 33,98734.0k $5.8m $5.8m 0.10% Reduced -616 -616
59 Bryn Mawr Trust Advisors, LLC 0.34% of their portfolio PHILADELPHIA, PA 33,54533.5k $5.7m $5.7m 0.34% Reduced -186 -186
60 Tranquilli Financial Advisor LLC 3.53% of their portfolio Clinton, NJ 32,69332.7k $5.6m $5.6m 3.53% Added +246 +246
61 Exchange Capital Management, Inc. 0.86% of their portfolio Ann Arbor, MI 31,07131.1k $5.3m $5.3m 0.86% Added +2.7k +2,709
62 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 29,21129.2k $5.0m $5.0m 0.06% Added +836 +836
63 Porter White Investment Advisors, Inc. 2.43% of their portfolio Birmingham, AL 28,75828.8k $4.9m $4.9m 2.43% Added +188 +188
64 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 28,75028.8k $4.9m $4.9m 0.03% Reduced -222 -222
65 Freedom Investment Management, Inc. 0.41% of their portfolio SOUTH WINDSOR, CT 28,55728.6k $4.9m $4.9m 0.41% Reduced -3.3k -3,252
66 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 28,53328.5k $4.9m $4.9m 0.02% Reduced -114 -114
67 Dakota Wealth Management 0.11% of their portfolio PALM BEACH GARDENS, FL 28,06828.1k $4.8m $4.8m 0.11% Reduced -627 -627
68 DMKC Advisory Services, LLC 4.30% of their portfolio DES MOINES, IA 27,95528.0k $4.8m $4.8m 4.30% Added +236 +236
69 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 27,76427.8k $4.7m $4.7m 0.01% Reduced -3.0k -2,995
70 Geneos Wealth Management Inc. 0.07% of their portfolio ENGLEWOOD, CO 27,28627.3k $4.7m $4.7m 0.07% Added +18.2k +18,157
71 IFG Advisory, LLC 0.26% of their portfolio ATLANTA, GA 27,23427.2k $4.7m $4.7m 0.26% Added +199 +199
72 Foundations Investment Advisors, LLC 0.08% of their portfolio PHOENIX, AZ 26,90126.9k $4.6m $4.6m 0.08% Added +478 +478
73 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 25,84325.8k $4.4m $4.4m 0.01% Reduced -4.3k -4,335
74 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 25,76825.8k $4.4m $4.4m 0.00% Added +183 +183
75 Gunma Bank,Ltd. 1.38% of their portfolio GUNMA, M0 25,00025.0k $4.3m $4.3m 1.38% Reduced -31.6k -31,624
76 Visionary Wealth Advisors 0.24% of their portfolio O'FALLON, IL 23,15923.2k $4.0m $4.0m 0.24% Added +12.4k +12,361
77 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 22,40422.4k $3.8m $3.8m 0.03% Reduced -38.8k -38,848
78 Aspire Capital Advisors LLC 1.12% of their portfolio SEATTLE, WA 21,97222.0k $3.8m $3.8m 1.12% Reduced -1.2k -1,241
79 MRA Advisory Group 1.91% of their portfolio PARSIPPANY, NJ 20,97521.0k $3.6m $3.6m 1.91% Added +1.8k +1,770
80 Wilmington Savings Fund Society, FSB 0.07% of their portfolio WILMINGTON, DE 20,54520.5k $3.5m $3.5m 0.07% Unchanged
81 Moss Adams Wealth Advisors LLC 0.37% of their portfolio SEATTLE, WA 20,36320.4k $3.5m $3.5m 0.37% Added +18.7k +18,741
82 Delta Financial Group, Inc. 0.78% of their portfolio BASKING RIDGE, NJ 20,10220.1k $3.4m $3.4m 0.78% Added +720 +720
83 Capitolis Liquid Global Markets LLC 0.03% of their portfolio NEW YORK, NY 19,80019.8k $3.4m $3.4m 0.03% New
84 Sterling Investment Advisors, Ltd. 0.81% of their portfolio BERWYN, PA 19,77519.8k $3.4m $3.4m 0.81% Added +1.9k +1,870
85 DHK Financial Advisors, Inc. 1.81% of their portfolio PORTSMOUTH, NH 19,31019.3k $3.3m $3.3m 1.81% Added +139 +139
86 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 19,11319.1k $3.3m $3.3m 0.01% Added +10.6k +10,614
87 Proficio Capital Partners LLC 0.25% of their portfolio NEWTON, MA 19,09519.1k $3.3m $3.3m 0.25% Unchanged
88 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 19,04519.0k $3.3m $3.3m 0.01% Added +212 +212
89 Financial Advocates Investment Management 0.23% of their portfolio OLYMPIA, WA 18,82218.8k $3.2m $3.2m 0.23% Reduced -363 -363
90 J.W. COLE ADVISORS, INC. 0.10% of their portfolio TAMPA, FL 18,68818.7k $3.2m $3.2m 0.10% Added +13.6k +13,588
91 GWN SECURITIES INC. 0.18% of their portfolio Palm Beach Gardens, FL 18,64618.6k $3.2m $3.2m 0.18% New
92 Apollon Financial, LLC 0.73% of their portfolio MOUNT PLEASANT, SC 18,16618.2k $3.1m $3.1m 0.73% Added +2.0k +2,035
93 Shilanski & Associates, Inc. 0.96% of their portfolio ANCHORAGE, AK 18,03318.0k $3.1m $3.1m 0.96% Added +358 +358
94 Comprehensive Money Management Services LLC 2.43% of their portfolio CORAL GABLES, FL 17,63617.6k $3.0m $3.0m 2.43% Added +1.0k +1,031
95 Sigma Planning Corp 0.09% of their portfolio ANN ARBOR, MI 17,12117.1k $2.9m $2.9m 0.09% Added +4.5k +4,495
96 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 16,72216.7k $2.9m $2.9m 0.03% Reduced -6.7k -6,694
97 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 16,70216.7k $2.8m $2.8m 0.01% Added +13.2k +13,184
98 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 16,61816.6k $2.8m $2.8m 0.00% Reduced -13.0k -13,015
99 Ariston Services Group 2.37% of their portfolio SAN DIEGO, CA 16,61416.6k $2.8m $2.8m 2.37% Added +104 +104
100 Glassy Mountain Advisors, Inc. 1.00% of their portfolio BETHESDA, MD 16,48416.5k $2.8m $2.8m 1.00% Added +450 +450