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 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.51K- 4.2% |
$325K - $357K
|
57.2K
$9.59M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.67K- 4.29% |
$345K - $380K
|
59.5K
$9.98M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.86K- 59.65% |
$370K - $408K
|
1.93K
$324K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3K- 18.68% |
$389K - $428K
|
13.1K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.14K- 65.28% |
$406K - $447K
|
1.67K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.15K- 5.23% |
$408K - $449K
|
57K
$9.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.31K- 3.12% |
$429K - $472K
|
103K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.03K- 27.12% |
$652K - $717K
|
13.5K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.06K- 30.14% |
$656K - $722K
|
11.7K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.72K- 25.42% |
$741K - $816K
|
16.8K
$2.82M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.81K- 74.84% |
$882K - $970K
|
2.29K
$384K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-7.67K- 54.94% |
$994K - $1.09M
|
6.29K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-7.98K- 66.35% |
$1.03M - $1.14M
|
4.05K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.45K- 86.82% |
$1.09M - $1.2M
|
1.28K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.98K- 18.54% |
$1.29M - $1.42M
|
43.9K
$7.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 6.1% |
$1.39M - $1.53M
|
165K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.4K- 6.03% |
$1.87M - $2.05M
|
224K
$37.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15K- 86.23% |
$1.95M - $2.14M
|
2.4K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.5K- 2.91% |
$2.14M - $2.36M
|
551K
$92.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-18K- 5.78% |
$2.33M - $2.56M
|
293K
$49.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.3K- 2.38% |
$3.02M - $3.33M
|
959K
$161M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-29.2KClosed |
$3.78M - $4.16M
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.1K- 3.73% |
$4.81M - $5.29M
|
959K
$161M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.1K- 3.73% |
$4.81M - $5.29M
|
959K
$161M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-47.6K- 14.94% |
$6.16M - $6.78M
|
271K
$45.4M
|
|
|
May 15, 2024
Q1 2024
|
Hound Partners, LLC
New York, NY |
SELL
|
- |
-197K- 69.25% |
$25.5M - $28M
|
87.3K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-272K- 30.75% |
$35.2M - $38.8M
|
613K
$103M
|