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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-57- 3.8% |
$7.38K - $8.13K
|
1.44K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-73- 1.59% |
$9.46K - $10.4K
|
4.52K
$758K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-75- 0.38% |
$9.72K - $10.7K
|
19.6K
$3.28M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-77- 1.87% |
$9.98K - $11K
|
4.03K
$676K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-79- 6.5% |
$10.2K - $11.3K
|
1.14K
$191K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-90- 1.98% |
$11.7K - $12.8K
|
4.45K
$747K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-92- 16.67% |
$11.9K - $13.1K
|
460
$77.2K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-95- 2.57% |
$12.3K - $13.5K
|
3.61K
$605K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-98- 3.85% |
$12.7K - $14K
|
2.45K
$411K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 26.67% |
$13K - $14.3K
|
275
$46.1K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-100- 5.76% |
$13K - $14.3K
|
1.64K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-117- 3.25% |
$15.2K - $16.7K
|
3.49K
$585K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-119- 1.43% |
$15.4K - $17K
|
8.19K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-120- 3.75% |
$15.5K - $17.1K
|
3.08K
$517K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-124- 1.69% |
$16.1K - $17.7K
|
7.21K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-124- 0.72% |
$16.1K - $17.7K
|
17.2K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-130- 40.63% |
$16.8K - $18.5K
|
190
$31.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-134- 6.71% |
$17.4K - $19.1K
|
1.86K
$313K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 34.16% |
$17.7K - $19.5K
|
264
$44.3K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-145- 9.17% |
$18.8K - $20.7K
|
1.44K
$241K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-146- 1.68% |
$18.9K - $20.8K
|
8.55K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-162- 0.94% |
$21K - $23.1K
|
17.1K
$2.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-168- 14.72% |
$21.8K - $24K
|
973
$163K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-171- 6.93% |
$22.2K - $24.4K
|
2.3K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-177- 3.37% |
$22.9K - $25.2K
|
5.08K
$851K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-182- 4.28% |
$23.6K - $25.9K
|
4.07K
$683K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-183- 0.35% |
$23.7K - $26.1K
|
52.8K
$8.86M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-199- 11.2% |
$25.8K - $28.4K
|
1.58K
$265K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-200- 7.69% |
$25.9K - $28.5K
|
2.4K
$403K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-202- 1.07% |
$26.2K - $28.8K
|
18.7K
$3.13M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-215- 1.13% |
$27.9K - $30.7K
|
18.8K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-222- 47.13% |
$28.8K - $31.7K
|
249
$41.8K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-242- 2.41% |
$31.4K - $34.5K
|
9.79K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-243- 8.59% |
$31.5K - $34.6K
|
2.59K
$434K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-251- 4.43% |
$32.5K - $35.8K
|
5.41K
$908K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-252- 4.43% |
$32.6K - $35.9K
|
5.44K
$913K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-255- 3.89% |
$33K - $36.4K
|
6.3K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-269- 0.22% |
$34.9K - $38.4K
|
120K
$20.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-290- 4.14% |
$37.6K - $41.3K
|
6.71K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-297- 7.92% |
$38.5K - $42.3K
|
3.45K
$579K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 70.26% |
$38.9K - $42.8K
|
127
$21.3K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-300- 15.0% |
$38.9K - $42.8K
|
1.7K
$285K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-323- 7.52% |
$41.8K - $46.1K
|
3.97K
$666K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-329- 6.81% |
$42.6K - $46.9K
|
4.5K
$755K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-334- 3.88% |
$43.3K - $47.6K
|
8.27K
$1.39M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-335- 4.97% |
$43.4K - $47.8K
|
6.41K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-352- 15.97% |
$45.6K - $50.2K
|
1.85K
$311K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-359- 7.37% |
$46.5K - $51.2K
|
4.51K
$757K
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-380- 5.53% |
$49.2K - $54.2K
|
6.49K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-381- 10.08% |
$49.4K - $54.3K
|
3.4K
$570K
|