Purchases and Sales Made in Q1 2022 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
1.25KNew |
$177K - $203K
|
1.25K
$208K
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 3.51% |
$160K - $183K
|
33.4K
$5.56M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.12K+ 64.2% |
$159K - $182K
|
2.87K
$477K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
1.1K+ 42.89% |
$156K - $178K
|
3.66K
$609K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.09K+ 83.28% |
$155K - $177K
|
2.4K
$400K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.07K+ 16.18% |
$151K - $173K
|
7.65K
$1.27M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 72.9% |
$149K - $170K
|
2.49K
$414K
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
954+ 3.17% |
$135K - $155K
|
31.1K
$5.17M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
941New |
$133K - $152K
|
941
$157K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
930+ 48.56% |
$132K - $151K
|
2.85K
$473K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
893+ 16.01% |
$126K - $145K
|
6.47K
$1.08M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
814+ 20.0% |
$115K - $132K
|
4.88K
$813K
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
800+ 42.83% |
$113K - $130K
|
2.67K
$444K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
799+ 2.63% |
$113K - $129K
|
31.2K
$5.19M
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
789+ 8.58% |
$112K - $128K
|
9.98K
$1.66M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
770+ 0.93% |
$109K - $125K
|
83.9K
$14M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
747+ 4.77% |
$106K - $121K
|
16.4K
$2.73M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
733+ 102.95% |
$104K - $119K
|
1.45K
$240K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
700+ 17.16% |
$99.1K - $113K
|
4.78K
$795K
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
661+ 22.53% |
$93.6K - $107K
|
3.6K
$598K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
650New |
$92.1K - $105K
|
650
$108K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
620+ 0.48% |
$87.8K - $100K
|
130K
$21.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
600+ 11.08% |
$85K - $97.2K
|
6.01K
$1M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
573+ 2292.0% |
$81.2K - $92.8K
|
598
$99.5K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
568+ 5.38% |
$80.5K - $92K
|
11.1K
$1.85M
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
546New |
$77.3K - $88.5K
|
546
$90.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
528+ 5.4% |
$74.8K - $85.6K
|
10.3K
$1.72M
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
522+ 14.61% |
$73.9K - $84.6K
|
4.1K
$682K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500+ 27.47% |
$70.8K - $81K
|
2.32K
$386K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
481+ 279.65% |
$68.1K - $77.9K
|
653
$109K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
468+ 5.66% |
$66.3K - $75.8K
|
8.73K
$1.45M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
444+ 6.66% |
$62.9K - $71.9K
|
7.12K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
439+ 9.79% |
$62.2K - $71.1K
|
4.93K
$820K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
436+ 7.65% |
$61.8K - $70.6K
|
6.13K
$1.02M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
429+ 24.64% |
$60.8K - $69.5K
|
2.17K
$361K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
421+ 9.2% |
$59.6K - $68.2K
|
5K
$832K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
418+ 28.09% |
$59.2K - $67.7K
|
1.91K
$317K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
408New |
$57.8K - $66.1K
|
408
$67.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
379+ 9.24% |
$53.7K - $61.4K
|
4.48K
$746K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
375+ 11.79% |
$53.1K - $60.8K
|
3.56K
$592K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
370+ 6.21% |
$52.4K - $60K
|
6.33K
$1.05M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
345+ 3.41% |
$48.9K - $55.9K
|
10.5K
$1.74M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
344New |
$48.7K - $55.7K
|
344
$57.2K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
329+ 14.81% |
$46.6K - $53.3K
|
2.55K
$424K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
328New |
$46.5K - $53.1K
|
328
$54.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
309+ 2.68% |
$43.8K - $50.1K
|
11.8K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
293+ 21.66% |
$41.5K - $47.5K
|
1.65K
$274K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
286New |
$40.5K - $46.3K
|
286
$47.6K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
285+ 6.1% |
$40.4K - $46.2K
|
4.96K
$825K
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
272+ 0.55% |
$38.5K - $44.1K
|
49.5K
$8.24M
|