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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
422+ 21.29% |
$59K - $66.2K
|
2.4K
$430K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
396+ 11.11% |
$55.4K - $62.2K
|
3.96K
$709K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
391New |
$54.7K - $61.4K
|
391
$70K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
373+ 27.01% |
$52.2K - $58.5K
|
1.75K
$314K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
355New |
$49.7K - $55.7K
|
355
$63.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
351+ 21.29% |
$49.1K - $55.1K
|
2K
$358K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
330+ 5.92% |
$46.2K - $51.8K
|
5.91K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
321+ 4.01% |
$44.9K - $50.4K
|
8.34K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
310+ 2.72% |
$43.4K - $48.7K
|
11.7K
$2.09M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
309+ 3.5% |
$43.2K - $48.5K
|
9.15K
$1.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
303+ 7.1% |
$42.4K - $47.6K
|
4.57K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
278+ 4.55% |
$38.9K - $43.6K
|
6.38K
$1.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
276+ 2.4% |
$38.6K - $43.3K
|
11.8K
$2.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
275+ 4.41% |
$38.5K - $43.2K
|
6.51K
$1.17M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
271+ 3.21% |
$37.9K - $42.5K
|
8.71K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
265+ 1.46% |
$37.1K - $41.6K
|
18.4K
$3.29M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
259+ 242.06% |
$36.2K - $40.7K
|
366
$65.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
253+ 96.93% |
$35.4K - $39.7K
|
514
$92K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
250+ 0.7% |
$35K - $39.2K
|
36K
$6.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
242+ 2.16% |
$33.9K - $38K
|
11.5K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
235New |
$32.9K - $36.9K
|
235
$42.1K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
228New |
$31.9K - $35.8K
|
228
$40.8K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
227New |
$31.8K - $35.6K
|
227
$40.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
211+ 4.9% |
$29.5K - $33.1K
|
4.51K
$808K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
208+ 0.91% |
$29.1K - $32.6K
|
23K
$4.12M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
202+ 3.35% |
$28.3K - $31.7K
|
6.23K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$28K - $31.4K
|
200
$35.8K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
200+ 8.83% |
$28K - $31.4K
|
2.47K
$441K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
193+ 1.48% |
$27K - $30.3K
|
13.3K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
188New |
$26.3K - $29.5K
|
188
$33.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
182+ 2.88% |
$25.5K - $28.6K
|
6.51K
$1.17M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
166+ 6.79% |
$23.2K - $26.1K
|
2.61K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
159+ 8.66% |
$22.2K - $25K
|
1.99K
$357K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
146+ 4.27% |
$20.4K - $22.9K
|
3.57K
$638K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
142+ 3.07% |
$19.9K - $22.3K
|
4.77K
$853K
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
140+ 0.78% |
$19.6K - $22K
|
18.1K
$3.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
138+ 18.4% |
$19.3K - $21.7K
|
888
$159K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
125+ 7.36% |
$17.5K - $19.6K
|
1.82K
$326K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
124+ 4.91% |
$17.3K - $19.5K
|
2.65K
$474K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
115+ 4.23% |
$16.1K - $18K
|
2.83K
$507K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
111+ 3.25% |
$15.5K - $17.4K
|
3.53K
$632K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
108+ 7.21% |
$15.1K - $17K
|
1.61K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
99+ 3.94% |
$13.8K - $15.5K
|
2.61K
$467K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
93+ 3.47% |
$13K - $14.6K
|
2.77K
$496K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
82+ 4.73% |
$11.5K - $12.9K
|
1.82K
$325K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
79+ 1.16% |
$11.1K - $12.4K
|
6.88K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
69+ 1.4% |
$9.65K - $10.8K
|
4.99K
$894K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
55+ 0.42% |
$7.69K - $8.63K
|
13.1K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 2.51% |
$6.99K - $7.85K
|
2.04K
$365K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
50+ 0.73% |
$6.99K - $7.85K
|
6.92K
$1.24M
|