Purchases and Sales Made in Q1 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
331KNew |
$46.3M - $52M
|
331K
$55.7M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
306KNew |
$42.9M - $48.1M
|
306K
$51.5M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
62.8K+ 678.29% |
$8.79M - $9.86M
|
72.1K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.2K+ 1456.74% |
$6.88M - $7.72M
|
52.6K
$8.85M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.3K+ 45.2% |
$6.19M - $6.95M
|
142K
$23.9M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 10981.16% |
$5.55M - $6.22M
|
40K
$6.73M
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
30.3K+ 99.67% |
$4.24M - $4.76M
|
60.7K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
29.7KNew |
$4.15M - $4.66M
|
29.7K
$5M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.3KNew |
$3.95M - $4.44M
|
28.3K
$4.76M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25.5K+ 761.55% |
$3.57M - $4M
|
28.8K
$4.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
24K+ 240.0% |
$3.36M - $3.77M
|
34K
$5.72M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.3K+ 1482.63% |
$3.26M - $3.66M
|
24.9K
$4.19M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
20KNew |
$2.8M - $3.14M
|
20K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
19.4K+ 7.61% |
$2.72M - $3.05M
|
275K
$46.2M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.9KNew |
$2.51M - $2.81M
|
17.9K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2K+ 2.06% |
$1.99M - $2.23M
|
704K
$119M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.6K+ 2.28% |
$1.9M - $2.13M
|
610K
$103M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
12K+ 29.62% |
$1.68M - $1.88M
|
52.5K
$8.84M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 5.24% |
$1.5M - $1.68M
|
215K
$36.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
10.5K+ 800.38% |
$1.47M - $1.65M
|
11.8K
$1.98M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
9.78KNew |
$1.37M - $1.53M
|
9.78K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.05K+ 5.2% |
$1.27M - $1.42M
|
183K
$30.8M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8.93K+ 35720.0% |
$1.25M - $1.4M
|
8.96K
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.46KNew |
$1.18M - $1.33M
|
8.46K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.9KNew |
$1.11M - $1.24M
|
7.9K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.87KNew |
$1.1M - $1.24M
|
7.87K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.21K+ 120.42% |
$1.01M - $1.13M
|
13.2K
$2.22M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.1K+ 37.07% |
$993K - $1.11M
|
26.2K
$4.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.2KNew |
$868K - $974K
|
6.2K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.03K+ 305.27% |
$843K - $946K
|
8K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.93K+ 20.82% |
$830K - $931K
|
34.4K
$5.8M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.39K+ 35920.0% |
$754K - $846K
|
5.4K
$909K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.08K+ 12.01% |
$711K - $797K
|
47.4K
$7.98M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.05K+ 23.46% |
$706K - $792K
|
26.6K
$4.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
4.84K+ 19.11% |
$677K - $760K
|
30.2K
$5.08M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.54KNew |
$635K - $712K
|
4.54K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.53K+ 1.74% |
$634K - $712K
|
265K
$44.6M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4.48KNew |
$627K - $703K
|
4.48K
$754K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.23KNew |
$591K - $663K
|
4.23K
$711K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.06KNew |
$568K - $637K
|
4.06K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.42K+ 16.61% |
$478K - $536K
|
24K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.55KNew |
$357K - $400K
|
2.55K
$429K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
2.42K+ 13.69% |
$338K - $379K
|
20.1K
$3.38M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.41K+ 14.57% |
$337K - $379K
|
19K
$3.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.4K+ 104.66% |
$336K - $377K
|
4.7K
$791K
|
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
2.32K+ 1.16% |
$324K - $363K
|
202K
$33.9M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.31K+ 156.26% |
$323K - $362K
|
3.79K
$637K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.28KNew |
$319K - $357K
|
2.28K
$383K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
2.17K+ 48.29% |
$304K - $341K
|
6.67K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.15K+ 44.33% |
$301K - $338K
|
7.01K
$1.18M
|