Purchases and Sales Made in Q1 2024 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q1 2024. 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 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
5.65K+ 282350.0% |
$732K - $805K
|
5.65K
$948K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.61KNew |
$727K - $800K
|
5.61K
$941K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.45KNew |
$706K - $777K
|
5.45K
$914K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.44K+ 16.24% |
$705K - $776K
|
39K
$6.53M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
5.26KNew |
$682K - $750K
|
5.26K
$882K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.19K+ 186.32% |
$673K - $740K
|
7.98K
$1.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5K+ 722.54% |
$648K - $713K
|
5.69K
$955K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.91K+ 21.9% |
$636K - $700K
|
27.3K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.86K+ 39.26% |
$630K - $693K
|
17.2K
$2.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.86K+ 3.22% |
$629K - $692K
|
156K
$26.1M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.8KNew |
$622K - $684K
|
4.8K
$805K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 19.89% |
$541K - $595K
|
25.2K
$4.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4.16K+ 36.57% |
$539K - $593K
|
15.5K
$2.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.04K+ 164.75% |
$524K - $576K
|
6.5K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4K+ 177.64% |
$518K - $570K
|
6.25K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.73KNew |
$484K - $532K
|
3.73K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.72K+ 18.56% |
$482K - $531K
|
23.8K
$3.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.71K+ 32.19% |
$481K - $529K
|
15.2K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.67K+ 2.51% |
$476K - $524K
|
150K
$25.2M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.6K+ 5.39% |
$466K - $513K
|
70.3K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.52K+ 40.04% |
$456K - $502K
|
12.3K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.22K+ 56.84% |
$417K - $459K
|
8.89K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 28.9% |
$400K - $440K
|
13.8K
$2.31M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3KNew |
$389K - $428K
|
3K
$503K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.89KNew |
$374K - $411K
|
2.89K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.55K+ 6.35% |
$330K - $363K
|
42.6K
$7.15M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.37K+ 4.01% |
$307K - $338K
|
61.6K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.35KNew |
$305K - $336K
|
2.35K
$395K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.26K+ 129.03% |
$293K - $322K
|
4.01K
$672K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.23KNew |
$289K - $319K
|
2.23K
$375K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.2KNew |
$285K - $314K
|
2.2K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.14K+ 45.52% |
$277K - $305K
|
6.84K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.02K+ 1871.3% |
$262K - $288K
|
2.13K
$357K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.98K+ 126.79% |
$256K - $282K
|
3.54K
$593K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.94KNew |
$251K - $276K
|
1.94K
$325K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.87K+ 39.51% |
$242K - $266K
|
6.59K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.85K+ 164.85% |
$239K - $263K
|
2.97K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.79K+ 5.8% |
$232K - $255K
|
32.6K
$5.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.79K+ 17.49% |
$231K - $255K
|
12K
$2.01M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.78K+ 100.97% |
$230K - $253K
|
3.53K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.67KNew |
$216K - $237K
|
1.67K
$279K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.66K+ 68.87% |
$214K - $236K
|
4.06K
$681K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.63KNew |
$211K - $232K
|
1.63K
$273K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.56KNew |
$202K - $222K
|
1.56K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.54KNew |
$200K - $220K
|
1.54K
$259K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.52K+ 8.69% |
$196K - $216K
|
19K
$3.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.5KNew |
$194K - $214K
|
1.5K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.48KNew |
$192K - $212K
|
1.48K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.48KNew |
$192K - $212K
|
1.48K
$249K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.45KNew |
$188K - $207K
|
1.45K
$243K
|