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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67.4K+ 16981.11% |
$10.9M - $11.7M
|
67.8K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
27.8K+ 162.59% |
$4.49M - $4.83M
|
45K
$7.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18.7K+ 1155.43% |
$3.02M - $3.25M
|
20.4K
$3.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
13.7KNew |
$2.21M - $2.38M
|
13.7K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.6K+ 124.89% |
$1.71M - $1.84M
|
19.1K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.81K+ 4.43% |
$937K - $1.01M
|
137K
$23.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.55K+ 17.95% |
$894K - $961K
|
36.4K
$6.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.4K+ 47.71% |
$709K - $762K
|
13.6K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.11K+ 7.56% |
$663K - $713K
|
58.5K
$9.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.52KNew |
$407K - $437K
|
2.52K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.94KNew |
$313K - $336K
|
1.94K
$327K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.93KNew |
$311K - $335K
|
1.93K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.77K+ 9.22% |
$285K - $307K
|
21K
$3.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.71KNew |
$276K - $297K
|
1.71K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.41KNew |
$228K - $245K
|
1.41K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35KNew |
$218K - $234K
|
1.35K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
1.29K+ 10.13% |
$208K - $224K
|
14K
$2.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.18KNew |
$190K - $205K
|
1.18K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.17KNew |
$189K - $203K
|
1.17K
$198K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
889+ 472.87% |
$143K - $154K
|
1.08K
$182K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
719+ 5.75% |
$116K - $125K
|
13.2K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
629+ 8.67% |
$101K - $109K
|
7.89K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
612+ 23.25% |
$98.7K - $106K
|
3.24K
$548K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
527+ 4.53% |
$85K - $91.3K
|
12.2K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
462+ 37.41% |
$74.5K - $80.1K
|
1.7K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
348+ 11.56% |
$56.1K - $60.3K
|
3.36K
$567K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
335+ 26.63% |
$54K - $58.1K
|
1.59K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
300+ 6.84% |
$48.4K - $52K
|
4.69K
$791K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
255+ 16.16% |
$41.1K - $44.2K
|
1.83K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
194+ 33.28% |
$31.3K - $33.6K
|
777
$131K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
188+ 4.43% |
$30.3K - $32.6K
|
4.44K
$749K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
161New |
$26K - $27.9K
|
161
$27.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
152+ 6.82% |
$24.5K - $26.3K
|
2.38K
$402K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
139+ 0.73% |
$22.4K - $24.1K
|
19.3K
$3.26M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
135+ 3.46% |
$21.8K - $23.4K
|
4.04K
$682K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
130+ 2.37% |
$21K - $22.5K
|
5.61K
$946K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
93+ 1.53% |
$15K - $16.1K
|
6.18K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
83+ 1660.0% |
$13.4K - $14.4K
|
88
$14.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
79+ 1.79% |
$12.7K - $13.7K
|
4.49K
$758K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
64New |
$10.3K - $11.1K
|
64
$10.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
55+ 0.68% |
$8.87K - $9.53K
|
8.15K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
48+ 1.13% |
$7.74K - $8.32K
|
4.29K
$724K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
43New |
$6.93K - $7.45K
|
43
$7.26K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
43+ 0.74% |
$6.93K - $7.45K
|
5.88K
$992K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$4.51K - $4.85K
|
28
$4.73K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 9.6% |
$3.87K - $4.16K
|
274
$46.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 1.84% |
$2.74K - $2.95K
|
941
$159K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.63% |
$2.58K - $2.77K
|
2.57K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11+ 0.3% |
$1.77K - $1.91K
|
3.72K
$627K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
9+ 0.72% |
$1.45K - $1.56K
|
1.26K
$213K
|