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 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30+ 0.7% |
$4.25K - $4.86K
|
4.33K
$720K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 0.85% |
$3.68K - $4.21K
|
3.08K
$512K
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24+ 0.52% |
$3.4K - $3.89K
|
4.61K
$767K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.64% |
$2.97K - $3.4K
|
3.31K
$550K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19+ 0.87% |
$2.69K - $3.08K
|
2.19K
$365K
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
15+ 0.17% |
$2.12K - $2.43K
|
9.06K
$1.51M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
15New |
$2.12K - $2.43K
|
15
$2.5K
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.46% |
$1.84K - $2.11K
|
2.83K
$471K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 3.85% |
$1.7K - $1.94K
|
324
$53.9K
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
11+ 0.65% |
$1.56K - $1.78K
|
1.71K
$285K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.58% |
$1.56K - $1.78K
|
1.91K
$319K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10+ 0.4% |
$1.42K - $1.62K
|
2.51K
$418K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8+ 0.69% |
$1.13K - $1.3K
|
1.17K
$195K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.34% |
$991 - $1.13K
|
2.04K
$339K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.23% |
$850 - $972
|
2.67K
$444K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.4% |
$708 - $810
|
1.26K
$209K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5+ 0.62% |
$708 - $810
|
812
$135K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$708 - $810
|
3.61K
$601K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$708 - $810
|
1.77K
$294K
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3+ 0.67% |
$425 - $486
|
452
$75.2K
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.43% |
$425 - $486
|
696
$116K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.12% |
$283 - $324
|
1.73K
$287K
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$283 - $324
|
2.85K
$475K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.72% |
$142 - $162
|
139
$23.1K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.24% |
$142 - $162
|
410
$68.2K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.06% |
$142 - $162
|
1.54K
$256K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.96% |
$142 - $162
|
105
$17.5K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.17% |
$142 - $162
|
577
$96K
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1Closed |
$142 - $162
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2- 40.0% |
$283 - $324
|
3
$499
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-2Closed |
$283 - $324
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.3% |
$283 - $324
|
654
$109K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3- 0.78% |
$425 - $486
|
380
$63.2K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4- 0.18% |
$567 - $648
|
2.26K
$377K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5Closed |
$708 - $810
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8Closed |
$1.13K - $1.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8- 0.31% |
$1.13K - $1.3K
|
2.56K
$426K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-12- 1.1% |
$1.7K - $1.94K
|
1.08K
$180K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12Closed |
$1.7K - $1.94K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-13- 0.11% |
$1.84K - $2.11K
|
11.7K
$1.95M
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-16- 1.25% |
$2.27K - $2.59K
|
1.26K
$210K
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-17- 0.74% |
$2.41K - $2.75K
|
2.27K
$378K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-17- 0.72% |
$2.41K - $2.75K
|
2.35K
$392K
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-17- 5.47% |
$2.41K - $2.75K
|
294
$48.9K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-19- 0.19% |
$2.69K - $3.08K
|
10.2K
$1.7M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-20Closed |
$2.83K - $3.24K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21- 14.38% |
$2.97K - $3.4K
|
125
$20.8K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-22Closed |
$3.12K - $3.56K
|
0
$0
|