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 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.69% |
$1.29K - $1.39K
|
1.17K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 0.87% |
$322 - $347
|
231
$39K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.03% |
$161 - $173
|
3.13K
$528K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$161 - $173
|
9.93K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 0.36% |
$161 - $173
|
278
$46.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-9- 0.54% |
$1.45K - $1.56K
|
1.65K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.12% |
$1.61K - $1.73K
|
8.36K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 0.86% |
$1.61K - $1.73K
|
1.16K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 0.81% |
$1.61K - $1.73K
|
1.22K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-18- 0.35% |
$2.9K - $3.12K
|
5.06K
$854K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-35- 9.02% |
$5.64K - $6.07K
|
353
$59.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-36- 0.49% |
$5.8K - $6.24K
|
7.28K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-38- 1.0% |
$6.13K - $6.59K
|
3.77K
$637K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-45- 0.34% |
$7.26K - $7.8K
|
13.1K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.74% |
$8.06K - $8.67K
|
6.75K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-67- 1.43% |
$10.8K - $11.6K
|
4.63K
$782K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-100- 26.32% |
$16.1K - $17.3K
|
280
$47.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-104- 3.87% |
$16.8K - $18K
|
2.58K
$436K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-139- 5.28% |
$22.4K - $24.1K
|
2.5K
$421K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-140- 5.66% |
$22.6K - $24.3K
|
2.33K
$394K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-200- 9.47% |
$32.2K - $34.7K
|
1.91K
$323K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-258- 51.29% |
$41.6K - $44.7K
|
245
$41.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-277- 9.99% |
$44.7K - $48K
|
2.5K
$421K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-308- 15.42% |
$49.7K - $53.4K
|
1.69K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-426- 4.23% |
$68.7K - $73.8K
|
9.64K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-442- 14.29% |
$71.3K - $76.6K
|
2.65K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-570- 4.22% |
$91.9K - $98.8K
|
12.9K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-616- 1.78% |
$99.3K - $107K
|
34K
$5.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.96K- 18.77% |
$316K - $339K
|
8.47K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.15K- 2.21% |
$347K - $372K
|
94.9K
$16M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-2.56K- 35.64% |
$413K - $444K
|
4.63K
$781K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3K- 9.74% |
$483K - $519K
|
27.8K
$4.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-9.47K- 39.6% |
$1.53M - $1.64M
|
14.4K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-67.4K- 99.41% |
$10.9M - $11.7M
|
397
$67K
|