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 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.63% |
$1.61K - $1.73K
|
1.61K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
9+ 0.72% |
$1.45K - $1.56K
|
1.26K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9+ 0.56% |
$1.45K - $1.56K
|
1.63K
$313K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.54% |
$1.29K - $1.39K
|
1.49K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.69% |
$1.29K - $1.39K
|
1.17K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.73% |
$1.13K - $1.21K
|
968
$186K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
6New |
$967 - $1.04K
|
6
$1.15K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.38% |
$806 - $867
|
1.32K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5+ 0.21% |
$806 - $867
|
2.42K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.06% |
$484 - $520
|
4.8K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.8% |
$484 - $520
|
379
$72.9K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
3+ 75.0% |
$484 - $520
|
7
$1.35K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.25% |
$484 - $520
|
1.22K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.75% |
$484 - $520
|
402
$77.3K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.89% |
$484 - $520
|
341
$65.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 0.87% |
$322 - $347
|
231
$44.4K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2New |
$322 - $347
|
2
$385
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.15% |
$322 - $347
|
1.38K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.68% |
$322 - $347
|
295
$56.7K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.05% |
$322 - $347
|
3.77K
$725K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.78% |
$322 - $347
|
259
$49.8K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.11% |
$322 - $347
|
1.88K
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.19% |
$161 - $173
|
527
$101K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$161 - $173
|
9.93K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 5.0% |
$161 - $173
|
21
$4.04K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.06% |
$161 - $173
|
1.74K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.03% |
$161 - $173
|
3.13K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 0.36% |
$161 - $173
|
278
$53.5K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
1+ 3.33% |
$161 - $173
|
31
$5.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.27% |
$161 - $173
|
80
$15.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$161 - $173
|
2.67K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.77% |
$161 - $173
|
131
$25.2K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1+ 0.71% |
$161 - $173
|
142
$27.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$161 - $173
|
7.03K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-4- 0.07% |
$645 - $693
|
5.78K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-5- 3.07% |
$806 - $867
|
158
$30.4K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5- 0.33% |
$806 - $867
|
1.49K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-7- 6.54% |
$1.13K - $1.21K
|
100
$19.2K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8- 0.5% |
$1.29K - $1.39K
|
1.58K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9- 5.56% |
$1.45K - $1.56K
|
153
$29.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-9- 0.54% |
$1.45K - $1.56K
|
1.65K
$318K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.12% |
$1.61K - $1.73K
|
8.36K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 0.86% |
$1.61K - $1.73K
|
1.16K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-10- 0.66% |
$1.61K - $1.73K
|
1.5K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-10- 0.76% |
$1.61K - $1.73K
|
1.31K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10- 16.67% |
$1.61K - $1.73K
|
50
$9.62K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 0.81% |
$1.61K - $1.73K
|
1.22K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-12- 0.74% |
$1.93K - $2.08K
|
1.61K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-14- 0.18% |
$2.26K - $2.43K
|
7.69K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-18- 0.12% |
$2.9K - $3.12K
|
15.3K
$2.94M
|