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 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.1K- 37.91% |
$1.42M - $1.59M
|
16.6K
$2.97M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 46.46% |
$1.5M - $1.68M
|
12.4K
$2.21M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-11K- 47.28% |
$1.54M - $1.73M
|
12.3K
$2.2M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-11.4K- 98.02% |
$1.59M - $1.78M
|
229
$41K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.1K- 40.31% |
$1.7M - $1.9M
|
18K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.8K- 48.34% |
$1.92M - $2.16M
|
14.7K
$2.63M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-19.1K- 14.86% |
$2.67M - $3M
|
109K
$19.6M
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-19.5K- 89.02% |
$2.73M - $3.07M
|
2.41K
$432K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-19.7K- 83.89% |
$2.76M - $3.09M
|
3.79K
$677K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19.9K- 67.01% |
$2.78M - $3.12M
|
9.78K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.2K- 8.93% |
$2.83M - $3.17M
|
206K
$36.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.1K- 14.29% |
$3.09M - $3.47M
|
132K
$23.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.8K- 8.76% |
$3.19M - $3.58M
|
237K
$42.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.4K- 93.36% |
$3.27M - $3.67M
|
1.67K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.5K- 12.96% |
$3.71M - $4.17M
|
178K
$31.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-38.1K- 51.49% |
$5.33M - $5.98M
|
35.9K
$6.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-40.4K- 99.11% |
$5.65M - $6.33M
|
361
$64.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-60.4K- 73.08% |
$8.45M - $9.48M
|
22.3K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-67.1K- 15.29% |
$9.38M - $10.5M
|
372K
$66.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-163K- 15.67% |
$22.8M - $25.6M
|
879K
$157M
|