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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-142- 5.46% |
$19.9K - $22.3K
|
2.46K
$440K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-145- 2.7% |
$20.3K - $22.8K
|
5.22K
$934K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-148- 0.11% |
$20.7K - $23.2K
|
134K
$24M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-148- 7.75% |
$20.7K - $23.2K
|
1.76K
$315K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-150- 10.05% |
$21K - $23.5K
|
1.34K
$240K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-158- 1.77% |
$22.1K - $24.8K
|
8.77K
$1.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-161- 5.76% |
$22.5K - $25.3K
|
2.64K
$472K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-173- 98.86% |
$24.2K - $27.2K
|
2
$358
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-180- 0.34% |
$25.2K - $28.3K
|
52.5K
$9.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-225- 6.89% |
$31.5K - $35.3K
|
3.04K
$544K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-230- 4.39% |
$32.2K - $36.1K
|
5.02K
$898K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-237- 4.5% |
$33.2K - $37.2K
|
5.03K
$900K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-245- 14.76% |
$34.3K - $38.5K
|
1.42K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-268- 8.0% |
$37.5K - $42.1K
|
3.08K
$552K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-276- 95.17% |
$38.6K - $43.3K
|
14
$2.51K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-278- 2.89% |
$38.9K - $43.6K
|
9.33K
$1.67M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-280- 4.02% |
$39.2K - $43.9K
|
6.69K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-280- 13.66% |
$39.2K - $43.9K
|
1.77K
$317K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-282- 7.62% |
$39.4K - $44.3K
|
3.42K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-293- 4.82% |
$41K - $46K
|
5.79K
$1.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-305- 3.89% |
$42.7K - $47.9K
|
7.53K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-308- 3.61% |
$43.1K - $48.3K
|
8.23K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-309- 0.57% |
$43.2K - $48.5K
|
54K
$9.67M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-310- 5.47% |
$43.4K - $48.7K
|
5.36K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-316- 1.55% |
$44.2K - $49.6K
|
20.1K
$3.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-325- 0.54% |
$45.5K - $51K
|
60.1K
$10.8M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-350- 3.72% |
$49K - $54.9K
|
9.05K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-350- 3.17% |
$49K - $54.9K
|
10.7K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-350- 7.89% |
$49K - $54.9K
|
4.09K
$732K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-393- 37.39% |
$55K - $61.7K
|
658
$118K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-403- 13.46% |
$56.4K - $63.3K
|
2.59K
$464K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-412- 11.66% |
$57.6K - $64.7K
|
3.12K
$559K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-412- 1.96% |
$57.6K - $64.7K
|
20.6K
$3.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-412- 17.33% |
$57.6K - $64.7K
|
1.97K
$352K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-442- 22.66% |
$61.8K - $69.4K
|
1.51K
$270K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-503- 20.62% |
$70.4K - $78.9K
|
1.94K
$347K
|
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-505- 0.65% |
$70.6K - $79.3K
|
77.5K
$13.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-527- 6.72% |
$73.7K - $82.7K
|
7.32K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-546- 15.55% |
$76.4K - $85.7K
|
2.97K
$531K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-576- 5.2% |
$80.6K - $90.4K
|
10.5K
$1.88M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-603- 93.93% |
$84.4K - $94.6K
|
39
$6.98K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-612- 1.62% |
$85.6K - $96.1K
|
37.2K
$6.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-652- 12.45% |
$91.2K - $102K
|
4.59K
$821K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-763- 22.61% |
$107K - $120K
|
2.61K
$467K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-764- 18.95% |
$107K - $120K
|
3.27K
$585K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-777- 21.31% |
$109K - $122K
|
2.87K
$514K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-909- 17.47% |
$127K - $143K
|
4.29K
$769K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-936- 27.5% |
$131K - $147K
|
2.47K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-955- 20.15% |
$134K - $150K
|
3.79K
$677K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1K- 48.78% |
$140K - $157K
|
1.05K
$188K
|