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 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
50+ 1.44% |
$6.99K - $7.85K
|
3.51K
$628K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 0.41% |
$6.85K - $7.69K
|
12.1K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
49New |
$6.85K - $7.69K
|
49
$8.77K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
44+ 3.26% |
$6.16K - $6.91K
|
1.39K
$249K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
43+ 2.77% |
$6.02K - $6.75K
|
1.59K
$285K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
43New |
$6.02K - $6.75K
|
43
$7.7K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
40+ 2.6% |
$5.6K - $6.28K
|
1.58K
$283K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
40+ 0.76% |
$5.6K - $6.28K
|
5.28K
$945K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 5.89% |
$5.46K - $6.12K
|
701
$125K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
35+ 1.02% |
$4.9K - $5.49K
|
3.48K
$623K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
35+ 4.74% |
$4.9K - $5.49K
|
773
$138K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
34New |
$4.76K - $5.34K
|
34
$6.09K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32+ 1.16% |
$4.48K - $5.02K
|
2.78K
$498K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
30New |
$4.2K - $4.71K
|
30
$5.37K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.58% |
$4.2K - $4.71K
|
5.19K
$929K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
28+ 0.33% |
$3.92K - $4.39K
|
8.45K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26+ 1.65% |
$3.64K - $4.08K
|
1.61K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
22+ 11.76% |
$3.08K - $3.45K
|
209
$37.4K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
18+ 0.68% |
$2.52K - $2.83K
|
2.68K
$479K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
17+ 0.59% |
$2.38K - $2.67K
|
2.9K
$519K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
17+ 1.13% |
$2.38K - $2.67K
|
1.52K
$272K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16+ 0.8% |
$2.24K - $2.51K
|
2.02K
$361K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14+ 1.03% |
$1.96K - $2.2K
|
1.38K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14+ 0.61% |
$1.96K - $2.2K
|
2.32K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
13+ 13.13% |
$1.82K - $2.04K
|
112
$20K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
13+ 81.25% |
$1.82K - $2.04K
|
29
$5.19K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11+ 0.53% |
$1.54K - $1.73K
|
2.09K
$373K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
10+ 0.5% |
$1.4K - $1.57K
|
2.01K
$360K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
10+ 12.66% |
$1.4K - $1.57K
|
89
$15.9K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10+ 2.19% |
$1.4K - $1.57K
|
466
$83.4K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.85% |
$1.4K - $1.57K
|
1.18K
$212K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9+ 0.34% |
$1.26K - $1.41K
|
2.62K
$469K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.65% |
$1.26K - $1.41K
|
1.4K
$250K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.78% |
$1.12K - $1.26K
|
1.03K
$185K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.34% |
$1.12K - $1.26K
|
2.39K
$427K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.39% |
$979 - $1.1K
|
1.78K
$319K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.71% |
$560 - $628
|
564
$101K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.18% |
$560 - $628
|
2.22K
$398K
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.08% |
$420 - $471
|
3.93K
$704K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.78% |
$420 - $471
|
388
$69.4K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.17% |
$420 - $471
|
1.74K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.03% |
$280 - $314
|
6.98K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.57% |
$280 - $314
|
355
$63.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.68% |
$280 - $314
|
295
$52.8K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.58% |
$280 - $314
|
348
$62.3K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1New |
$140 - $157
|
1
$179
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.5% |
$140 - $157
|
203
$36.3K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$140 - $157
|
1.43K
$256K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.01% |
$140 - $157
|
8.33K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.03% |
$140 - $157
|
2.88K
$515K
|