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 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.38% |
$806 - $867
|
1.32K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.06% |
$484 - $520
|
4.8K
$849K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.25% |
$484 - $520
|
1.22K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.8% |
$484 - $520
|
379
$67.1K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
3+ 75.0% |
$484 - $520
|
7
$1.24K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.75% |
$484 - $520
|
402
$71.1K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.89% |
$484 - $520
|
341
$60.3K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.05% |
$322 - $347
|
3.77K
$667K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 0.87% |
$322 - $347
|
231
$40.9K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.78% |
$322 - $347
|
259
$45.8K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2New |
$322 - $347
|
2
$354
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.11% |
$322 - $347
|
1.88K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.68% |
$322 - $347
|
295
$52.2K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.15% |
$322 - $347
|
1.38K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 0.36% |
$161 - $173
|
278
$49.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$161 - $173
|
9.93K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 5.0% |
$161 - $173
|
21
$3.72K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.27% |
$161 - $173
|
80
$14.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$161 - $173
|
2.67K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
1+ 3.33% |
$161 - $173
|
31
$5.49K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1+ 0.71% |
$161 - $173
|
142
$25.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.03% |
$161 - $173
|
3.13K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.06% |
$161 - $173
|
1.74K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.77% |
$161 - $173
|
131
$23.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.19% |
$161 - $173
|
527
$93.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$161 - $173
|
7.03K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-4- 0.07% |
$645 - $693
|
5.78K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-5- 3.07% |
$806 - $867
|
158
$28K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-7- 6.54% |
$1.13K - $1.21K
|
100
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8- 0.5% |
$1.29K - $1.39K
|
1.58K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-9- 0.54% |
$1.45K - $1.56K
|
1.65K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9- 5.56% |
$1.45K - $1.56K
|
153
$27.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.12% |
$1.61K - $1.73K
|
8.36K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-10- 0.76% |
$1.61K - $1.73K
|
1.31K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-10- 0.66% |
$1.61K - $1.73K
|
1.5K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 0.86% |
$1.61K - $1.73K
|
1.16K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 0.81% |
$1.61K - $1.73K
|
1.22K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10- 16.67% |
$1.61K - $1.73K
|
50
$8.85K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-12- 0.74% |
$1.93K - $2.08K
|
1.61K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-14- 0.18% |
$2.26K - $2.43K
|
7.69K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-18- 0.12% |
$2.9K - $3.12K
|
15.3K
$2.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-18- 0.35% |
$2.9K - $3.12K
|
5.06K
$895K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-21- 1.84% |
$3.39K - $3.64K
|
1.12K
$198K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-26- 0.98% |
$4.19K - $4.51K
|
2.62K
$463K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-28- 0.61% |
$4.51K - $4.85K
|
4.59K
$812K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-30- 23.08% |
$4.84K - $5.2K
|
100
$17.7K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-34- 0.71% |
$5.48K - $5.89K
|
4.77K
$843K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-35- 9.02% |
$5.64K - $6.07K
|
353
$62.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-35- 0.66% |
$5.64K - $6.07K
|
5.23K
$926K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-36- 0.49% |
$5.8K - $6.24K
|
7.28K
$1.29M
|