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 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.01K- 8.33% |
$141K - $159K
|
11.1K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.16K- 5.96% |
$162K - $182K
|
18.3K
$3.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.16K- 9.89% |
$162K - $182K
|
10.6K
$1.86M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.17K- 40.78% |
$163K - $183K
|
1.7K
$299K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.25K- 4.17% |
$175K - $197K
|
28.8K
$5.07M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.28K- 33.15% |
$179K - $201K
|
2.58K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.4K- 5.64% |
$196K - $220K
|
23.4K
$4.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.42K- 33.85% |
$198K - $222K
|
2.77K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.47K- 85.28% |
$206K - $231K
|
254
$44.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.5K- 2.02% |
$209K - $235K
|
72.6K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.6K- 24.89% |
$224K - $251K
|
4.82K
$849K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.62K- 3.05% |
$226K - $253K
|
51.4K
$9.05M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.62K- 2.88% |
$226K - $254K
|
54.6K
$9.61M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.69K- 46.13% |
$236K - $265K
|
1.97K
$347K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.03K- 15.32% |
$284K - $318K
|
11.2K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.04K- 50.32% |
$285K - $320K
|
2.01K
$354K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 3.8% |
$290K - $325K
|
52.5K
$9.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.13K- 56.61% |
$298K - $334K
|
1.63K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.13K- 22.73% |
$299K - $335K
|
7.26K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.26K- 9.81% |
$315K - $354K
|
20.7K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.54K- 18.22% |
$355K - $399K
|
11.4K
$2.01M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.58K- 13.53% |
$361K - $406K
|
16.5K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.67K- 37.61% |
$373K - $419K
|
4.43K
$779K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.7K- 8.51% |
$378K - $424K
|
29K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.82K- 16.52% |
$394K - $442K
|
14.2K
$2.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.86K- 22.37% |
$401K - $450K
|
9.94K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.92K- 26.41% |
$408K - $458K
|
8.13K
$1.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.96K- 18.25% |
$414K - $465K
|
13.3K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.01K- 19.53% |
$421K - $472K
|
12.4K
$2.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.05K- 28.03% |
$426K - $478K
|
7.82K
$1.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.14K- 31.57% |
$439K - $492K
|
6.8K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.17K- 93.74% |
$444K - $498K
|
212
$37.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.36K- 50.0% |
$470K - $528K
|
3.36K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.88K- 13.42% |
$543K - $610K
|
25.1K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.27K- 13.7% |
$597K - $670K
|
26.9K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.15K- 19.89% |
$720K - $808K
|
20.7K
$3.65M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.21K- 10.96% |
$729K - $818K
|
42.3K
$7.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.23K- 25.08% |
$731K - $820K
|
15.6K
$2.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.51K- 4.21% |
$770K - $864K
|
125K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.37K- 9.88% |
$891K - $999K
|
58K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.54K- 3.21% |
$915K - $1.03M
|
197K
$34.7M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.6K- 61.68% |
$923K - $1.04M
|
4.1K
$722K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.76K- 13.59% |
$946K - $1.06M
|
43K
$7.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-7.65K- 18.99% |
$1.07M - $1.2M
|
32.6K
$5.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.73K- 19.11% |
$1.08M - $1.21M
|
32.7K
$5.76M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.85K- 16.05% |
$1.1M - $1.23M
|
41.1K
$7.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.56K- 10.08% |
$1.2M - $1.34M
|
76.3K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-9.19K- 21.86% |
$1.28M - $1.44M
|
32.8K
$5.78M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-9.86K- 76.8% |
$1.38M - $1.55M
|
2.98K
$525K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.1K- 37.91% |
$1.42M - $1.59M
|
16.6K
$2.92M
|