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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.14KNew |
$299K - $336K
|
2.14K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.04K+ 42.48% |
$285K - $320K
|
6.84K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
2.03K+ 40.65% |
$284K - $318K
|
7.02K
$1.24M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.92KNew |
$268K - $301K
|
1.92K
$338K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.7K+ 569.8% |
$238K - $267K
|
2K
$351K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.7K+ 569.8% |
$238K - $267K
|
2K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$229K - $257K
|
1.64K
$288K
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.57KNew |
$219K - $246K
|
1.57K
$276K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.5KNew |
$209K - $235K
|
1.5K
$264K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.47K+ 579.13% |
$206K - $231K
|
1.73K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.45KNew |
$202K - $227K
|
1.45K
$254K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.44KNew |
$201K - $226K
|
1.44K
$253K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.31KNew |
$184K - $206K
|
1.31K
$231K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.28K+ 7.79% |
$180K - $202K
|
17.8K
$3.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.28K+ 3.59% |
$179K - $201K
|
37K
$6.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.28K+ 259.55% |
$179K - $200K
|
1.77K
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04K+ 73.0% |
$145K - $163K
|
2.46K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.01K+ 43.04% |
$141K - $159K
|
3.36K
$592K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
986+ 34.98% |
$138K - $155K
|
3.81K
$670K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
966+ 1.68% |
$135K - $152K
|
58.3K
$10.3M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
953+ 5.57% |
$133K - $150K
|
18.1K
$3.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
917+ 2.87% |
$128K - $144K
|
32.8K
$5.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
875New |
$122K - $137K
|
875
$154K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
791+ 14.59% |
$111K - $124K
|
6.21K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
775+ 5.49% |
$108K - $122K
|
14.9K
$2.62M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
775+ 5.49% |
$108K - $122K
|
14.9K
$2.62M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
760+ 32.91% |
$106K - $119K
|
3.07K
$540K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
717+ 19.76% |
$100K - $113K
|
4.35K
$765K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
675New |
$94.4K - $106K
|
675
$119K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
667+ 5.18% |
$93.3K - $105K
|
13.5K
$2.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
647+ 7.41% |
$90.5K - $102K
|
9.38K
$1.65M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
645New |
$90.2K - $101K
|
645
$114K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
645+ 23.58% |
$90.2K - $101K
|
3.38K
$595K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
614+ 30.7% |
$85.9K - $96.4K
|
2.61K
$460K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
600+ 2.52% |
$83.9K - $94.2K
|
24.4K
$4.3M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
573+ 10.24% |
$80.2K - $89.9K
|
6.17K
$1.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
572+ 4.98% |
$80K - $89.8K
|
12.1K
$2.12M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
552New |
$77.2K - $86.6K
|
552
$97.2K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
548+ 9.04% |
$76.7K - $86K
|
6.61K
$1.16M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
534+ 5.62% |
$74.7K - $83.8K
|
10K
$1.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
529+ 21.13% |
$74K - $83K
|
3.03K
$534K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
503+ 1.2% |
$70.4K - $78.9K
|
42.3K
$7.45M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
501+ 8.23% |
$70.1K - $78.6K
|
6.59K
$1.16M
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
500+ 10.42% |
$69.9K - $78.5K
|
5.3K
$933K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
474+ 9.1% |
$66.3K - $74.4K
|
5.68K
$1M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
468+ 36.48% |
$65.5K - $73.5K
|
1.75K
$308K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
443+ 1.23% |
$62K - $69.5K
|
36.5K
$6.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
437+ 20.12% |
$61.1K - $68.6K
|
2.61K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
433New |
$60.6K - $68K
|
433
$76.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
425+ 11.79% |
$59.5K - $66.7K
|
4.03K
$709K
|