Filing Research | VANGUARD UTILITIES ETF Institutional Holdings

Snapshot holdings

50 / 214 loaded

#		Instrument	quantity
1	Allied Investment Advisors, LLC	Shares	91.5KSH	$17.9M
2	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	90.5KSH	$17.7M
3	Nelson Capital Management, LLC	Shares	61.1KSH	$12.0M
4	Farther Finance Advisors, LLC	Shares	32.2KSH	$6.3M
5	Porter White Investment Advisors, Inc.	Shares	28.3KSH	$5.5M
6	Apollon Financial, LLC	Shares	28.2KSH	$5.5M
7	David Kennon Inc	Shares	27.6KSH	$5.4M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.6KSH	$5.0M
9	MRA Advisory Group	Shares	24.2KSH	$4.7M
10	Venturi Wealth Management, LLC	Shares	23.7KSH	$4.6M
11	DMKC Advisory Services, LLC	Shares	22.2KSH	$4.3M
12	Capital Investment Advisory Services, LLC	Shares	19.5KSH	$3.8M
13	J.W. COLE ADVISORS, INC.	Shares	19.3KSH	$3.8M
14	EXCHANGE TRADED CONCEPTS, LLC	Shares	18.5KSH	$3.6M
15	Royal Fund Management, LLC	Shares	18.0KSH	$3.5M
16	Praetorian Wealth Management, Inc.	Shares	17.8KSH	$3.5M
17	Pinnacle Wealth Management Group, Inc.	Shares	16.7KSH	$3.3M
18	FFG RETIREMENT ADVISORS LLC	Shares	16.5KSH	$3.2M
19	IFP Advisors, Inc	Shares	15.5KSH	$3.0M
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	15.7KSH	$3.0M
21	INDEPENDENT FINANCIAL GROUP, LLC	Shares	15.5KSH	$3.0M
22	Dougherty & Associates, LLC	Shares	14.9KSH	$2.9M
23	Strategic Investment Solutions, Inc. /IL	Shares	14.7KSH	$2.9M
24	Brookstone Capital Management	Shares	13.4KSH	$2.6M
25	MassMutual Private Wealth & Trust, FSB	Shares	13.3KSH	$2.6M
26	CoreCap Advisors, LLC	Shares	11.5KSH	$2.2M
27	FLAGSTAR SECURITIES, INC	Shares	11.5KSH	$2.2M
28	FIFTH THIRD SECURITIES, INC.	Shares	10.8KSH	$2.1M
29	Accel Wealth Management	Shares	10.8KSH	$2.1M
30	Castle Rock Wealth Management, LLC	Shares	10.2KSH	$2.0M
31	Sharper & Granite LLC	Shares	9.7KSH	$1.9M
32	Trinity Legacy Partners, LLC	Shares	8.2KSH	$1.6M
33	Sovereign Financial Group, Inc.	Shares	8.2KSH	$1.6M
34	SAX WEALTH ADVISORS, LLC	Shares	8.0KSH	$1.6M
35	Sulzberger Capital Advisors, Inc.	Shares	7.9KSH	$1.6M
36	Calder Financial LLC	Shares	7.9KSH	$1.5M
37	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	7.8KSH	$1.5M
38	Wall Street Financial Group, Inc.	Shares	7.4KSH	$1.4M
39	Joule Financial, LLC	Shares	7.2KSH	$1.4M
40	CARY STREET PARTNERS FINANCIAL LLC	Shares	7.1KSH	$1.4M
41	City State Bank	Shares	6.9KSH	$1.4M
42	JOHNSON INVESTMENT COUNSEL INC	Shares	6.8KSH	$1.3M
43	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	6.7KSH	$1.3M
44	OLD SECOND NATIONAL BANK OF AURORA	Shares	6.1KSH	$1.2M
45	Baker Ellis Asset Management LLC	Shares	6.0KSH	$1.2M
46	RFG Advisory, LLC	Shares	6.0KSH	$1.2M
47	Piscataqua Savings Bank	Shares	5.9KSH	$1.2M
48	Maltin Wealth Management, Inc.	Shares	5.9KSH	$1.2M
49	North Forty Two & Co.	Shares	5.9KSH	$1.1M
50	PFG Advisors	Shares	5.5KSH	$1.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 225 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.9K	+$2.3M	$5.0M
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+10.1K	+$1.9M	$3.0M
3	SAX WEALTH ADVISORS, LLC added	Shares	+1.8K	+$440.8K	$1.6M
4	DMKC Advisory Services, LLC added	Shares	+2.3K	+$397.2K	$4.3M
5	IFP Advisors, Inc added	Shares	+2.2K	+$393.0K	$3.0M
6	Sulzberger Capital Advisors, Inc. added	Shares	+2.0K	+$368.3K	$1.6M
7	WORLD EQUITY GROUP, INC. added	Shares	+1.8K	+$354.4K	$555.5K
8	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.8K	+$334.7K	$1.4M
9	Pacific Excel Wealth Advisors, Inc. new	Shares	+1.7K	+$332.7K	$332.7K
10	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.4K	+$274.0K	$854.8K
11	Strategic Investment Solutions, Inc. /IL added	Shares	+1.4K	+$248.5K	$2.9M
12	Royal Fund Management, LLC added	Shares	+1.5K	+$241.7K	$3.5M
13	Farther Finance Advisors, LLC added	Shares	+1.7K	+$229.6K	$6.3M
14	ASPIRIANT, LLC new	Shares	+1.1K	+$223.5K	$223.5K
15	Accurate Wealth Management, LLC new	Shares	+1.1K	+$221.3K	$221.3K
16	Independent Wealth Network Inc. new	Shares	+1.0K	+$200.8K	$200.8K
17	Brookstone Capital Management added	Shares	+1.1K	+$191.0K	$2.6M
18	Silver Coast Investments LLC added	Shares	+902	+$170.1K	$694.4K
19	Allied Investment Advisors, LLC added	Shares	+1.9K	+$162.6K	$17.9M
20	Praetorian Wealth Management, Inc. added	Shares	+1.3K	+$152.5K	$3.5M
21	Prospera Financial Services Inc added	Shares	+811	+$151.7K	$732.6K
22	Apollon Financial, LLC added	Shares	+1.1K	+$145.7K	$5.5M
23	Capital Investment Advisory Services, LLC added	Shares	+931	+$137.6K	$3.8M
24	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+697	+$132.5K	$452.6K
25	Nova Wealth Management, Inc. added	Shares	+634	+$122.7K	$235.3K
26	CoreCap Advisors, LLC added	Shares	+740	+$118.9K	$2.2M
27	Sharper & Granite LLC added	Shares	+573	+$90.3K	$1.9M
28	Dougherty & Associates, LLC added	Shares	+630	+$89.1K	$2.9M
29	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+418	+$75.4K	$611.3K
30	Register Financial Advisors LLC new	Shares	+380	+$74.4K	$74.4K
31	Ignite Planners, LLC added	Shares	+484	+$73.0K	$1.1M
32	Accel Wealth Management added	Shares	+411	+$55.6K	$2.1M
33	Guardian Asset Advisors, LLC added	Shares	+275	+$51.1K	$276.2K
34	Dynamic Advisor Solutions LLC added	Shares	+271	+$48.2K	$445.3K
35	AdvisorNet Financial, Inc added	Shares	+246	+$47.3K	$105.0K
36	Composition Wealth, LLC added	Shares	+209	+$37.4K	$321.9K
37	Apollon Wealth Management, LLC added	Shares	+194	+$34.6K	$311.2K
38	Brookwood Investment Group LLC added	Shares	+219	+$32.5K	$886.5K
39	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+150	+$29.4K	$29.4K
40	D.A. DAVIDSON & CO. added	Shares	+166	+$25.7K	$585.5K
41	CWA Asset Management Group, LLC added	Shares	+142	+$25.0K	$257.4K
42	Merit Financial Group, LLC added	Shares	+173	+$22.2K	$973.4K
43	FFG RETIREMENT ADVISORS LLC added	Shares	+303	+$20.3K	$3.2M
44	City State Bank added	Shares	+171	+$17.2K	$1.4M
45	One Charles Private Wealth Services, LLC added	Shares	+92	+$15.1K	$258.2K
46	Robbins Farley added	Shares	+78	+$13.7K	$144.8K
47	Fairway Wealth LLC new	Shares	+60	+$11.7K	$11.7K
48	Harbor Asset Planning, Inc. added	Shares	+88	+$11.1K	$484.3K
49	Wall Street Financial Group, Inc. added	Shares	+143	+$10.6K	$1.4M
50	Avior Wealth Management, LLC added	Shares	+81	+$9.2K	$544.4K

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