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
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.81K+ 75.23% |
$615K - $661K
|
8.88K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
3.79K+ 42.99% |
$611K - $657K
|
12.6K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.79K+ 8.24% |
$610K - $656K
|
49.7K
$8.8M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.78KNew |
$609K - $655K
|
3.78K
$669K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.68K+ 92.18% |
$593K - $638K
|
7.67K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.66K+ 52.88% |
$591K - $635K
|
10.6K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.66KNew |
$589K - $634K
|
3.66K
$647K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.5K+ 231.83% |
$565K - $607K
|
5.01K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.5KNew |
$565K - $607K
|
3.5K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.23KNew |
$521K - $560K
|
3.23K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
3.22K+ 44.04% |
$519K - $558K
|
10.5K
$1.86M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.1K+ 34.07% |
$499K - $537K
|
12.2K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.79K+ 201.01% |
$450K - $484K
|
4.18K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.78K+ 54.34% |
$448K - $482K
|
7.9K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.72K+ 58.73% |
$439K - $472K
|
7.36K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.72KNew |
$439K - $472K
|
2.72K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.71K+ 9.55% |
$437K - $470K
|
31.1K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.62K+ 279.13% |
$423K - $454K
|
3.56K
$630K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.52KNew |
$407K - $437K
|
2.52K
$446K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.37KNew |
$381K - $410K
|
2.37K
$419K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.18KNew |
$351K - $378K
|
2.18K
$386K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.15KNew |
$347K - $373K
|
2.15K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 56.76% |
$344K - $370K
|
5.9K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04K+ 12.62% |
$328K - $353K
|
18.2K
$3.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.94KNew |
$313K - $336K
|
1.94K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.93KNew |
$311K - $335K
|
1.93K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.92KNew |
$310K - $333K
|
1.92K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.87K+ 10.44% |
$302K - $324K
|
19.8K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.82KNew |
$293K - $315K
|
1.82K
$321K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.81K+ 291.16% |
$292K - $314K
|
2.43K
$431K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.77K+ 9.22% |
$285K - $307K
|
21K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.74KNew |
$280K - $301K
|
1.74K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.71KNew |
$276K - $297K
|
1.71K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.7K+ 65.07% |
$274K - $294K
|
4.31K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.67KNew |
$269K - $289K
|
1.67K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
1.64K+ 3.56% |
$265K - $284K
|
47.8K
$8.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.59K+ 30.54% |
$257K - $276K
|
6.81K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.55KNew |
$249K - $268K
|
1.55K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.48K+ 71.08% |
$239K - $257K
|
3.57K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.47K+ 93.16% |
$237K - $255K
|
3.05K
$540K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.46KNew |
$235K - $253K
|
1.46K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.46KNew |
$235K - $252K
|
1.46K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.41KNew |
$228K - $245K
|
1.41K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.4K+ 10.06% |
$226K - $243K
|
15.3K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.4KNew |
$225K - $242K
|
1.4K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 3.54% |
$218K - $234K
|
39.5K
$6.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35KNew |
$218K - $234K
|
1.35K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.34K+ 2.36% |
$217K - $233K
|
58.3K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.34KNew |
$216K - $233K
|
1.34K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.33KNew |
$214K - $231K
|
1.33K
$235K
|