Purchases and Sales Made in Q1 2025 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q1 2025. 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 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
91.9K+ 2023.78% |
$14.8M - $15.9M
|
96.4K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.1K+ 6.55% |
$11.8M - $12.7M
|
1.19M
$211M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67.4K+ 16981.11% |
$10.9M - $11.7M
|
67.8K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
64.9K+ 166.36% |
$10.5M - $11.2M
|
104K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.6K+ 60.22% |
$9.45M - $10.2M
|
156K
$27.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.4K+ 8.22% |
$7.49M - $8.05M
|
611K
$108M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40K+ 17.95% |
$6.46M - $6.94M
|
263K
$46.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
40K+ 6.64% |
$6.45M - $6.94M
|
643K
$114M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
31K+ 290.98% |
$5M - $5.38M
|
41.7K
$7.38M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
28.8KNew |
$4.64M - $4.98M
|
28.8K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.9K+ 14.19% |
$4.5M - $4.83M
|
224K
$39.7M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
27.8K+ 162.59% |
$4.49M - $4.83M
|
45K
$7.96M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
21.1K+ 13.42% |
$3.4M - $3.66M
|
178K
$31.6M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
19.8KNew |
$3.19M - $3.43M
|
19.8K
$3.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18.7K+ 1155.43% |
$3.02M - $3.25M
|
20.4K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
18.6KNew |
$3.01M - $3.23M
|
18.6K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
16.8K+ 4.63% |
$2.72M - $2.92M
|
381K
$67.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 61.95% |
$2.63M - $2.83M
|
42.7K
$7.55M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
15.3KNew |
$2.47M - $2.65M
|
15.3K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.7K+ 9.75% |
$2.37M - $2.55M
|
166K
$29.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1K+ 6.93% |
$2.28M - $2.45M
|
218K
$38.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
13.7KNew |
$2.21M - $2.38M
|
13.7K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.6K+ 266.43% |
$2.19M - $2.36M
|
18.7K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.4K+ 114.47% |
$1.99M - $2.14M
|
23.2K
$4.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.6K+ 124.89% |
$1.71M - $1.84M
|
19.1K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.4K+ 6.56% |
$1.68M - $1.8M
|
169K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.67K+ 274.76% |
$1.56M - $1.68M
|
13.2K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.22K+ 431.63% |
$1.49M - $1.6M
|
11.4K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.02K+ 13.85% |
$1.45M - $1.56M
|
74.1K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.94K+ 97.95% |
$1.44M - $1.55M
|
18.1K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.92K+ 23.26% |
$1.28M - $1.37M
|
42K
$7.43M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.9K+ 864.33% |
$1.27M - $1.37M
|
8.81K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7.02K+ 8.58% |
$1.13M - $1.22M
|
88.8K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
6.39K+ 11621.82% |
$1.03M - $1.11M
|
6.45K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.1K+ 1525.0% |
$984K - $1.06M
|
6.5K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.03K+ 1514.32% |
$972K - $1.04M
|
6.43K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.97K+ 12.25% |
$963K - $1.04M
|
54.7K
$9.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.81K+ 4.43% |
$937K - $1.01M
|
137K
$24.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.55K+ 17.95% |
$894K - $961K
|
36.4K
$6.45M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.09KNew |
$821K - $883K
|
5.09K
$901K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.01KNew |
$807K - $868K
|
5.01K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.9K+ 43.29% |
$790K - $850K
|
16.2K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.7K+ 357.65% |
$757K - $814K
|
6.01K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.64K+ 4.03% |
$748K - $804K
|
120K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.5K+ 35.6% |
$725K - $779K
|
17.1K
$3.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.4K+ 47.71% |
$709K - $762K
|
13.6K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.4K+ 195.94% |
$709K - $762K
|
6.64K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.11K+ 7.56% |
$663K - $713K
|
58.5K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
4.05K+ 3.47% |
$653K - $702K
|
121K
$21.4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.82K+ 275.69% |
$616K - $662K
|
5.21K
$921K
|