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 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-174- 3.52% |
$28.1K - $30.2K
|
4.77K
$844K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-174- 15.05% |
$28.1K - $30.2K
|
982
$174K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-178- 7.22% |
$28.7K - $30.9K
|
2.29K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-179- 73.97% |
$28.9K - $31K
|
63
$11.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-184- 3.39% |
$29.7K - $31.9K
|
5.24K
$927K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-186- 0.55% |
$30K - $32.2K
|
33.5K
$5.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-187- 1.85% |
$30.2K - $32.4K
|
9.93K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-189- 38.34% |
$30.5K - $32.8K
|
304
$53.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-190- 2.55% |
$30.6K - $32.9K
|
7.26K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-196- 1.37% |
$31.6K - $34K
|
14.1K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-200- 9.47% |
$32.2K - $34.7K
|
1.91K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-213- 0.45% |
$34.3K - $36.9K
|
47K
$8.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-215- 5.35% |
$34.7K - $37.3K
|
3.8K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-222- 0.77% |
$35.8K - $38.5K
|
28.8K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-257- 11.06% |
$41.4K - $44.5K
|
2.07K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-258- 51.29% |
$41.6K - $44.7K
|
245
$43.4K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-264- 2.17% |
$42.6K - $45.8K
|
11.9K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-277- 9.99% |
$44.7K - $48K
|
2.5K
$442K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-292- 11.68% |
$47.1K - $50.6K
|
2.21K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 10.0% |
$48.4K - $52K
|
2.7K
$478K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-308- 15.42% |
$49.7K - $53.4K
|
1.69K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-311- 17.07% |
$50.1K - $53.9K
|
1.51K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-321- 17.95% |
$51.8K - $55.6K
|
1.47K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-325- 14.62% |
$52.4K - $56.3K
|
1.9K
$336K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-329- 8.13% |
$53K - $57K
|
3.72K
$658K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-337- 12.6% |
$54.3K - $58.4K
|
2.34K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-350- 9.58% |
$56.4K - $60.7K
|
3.3K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-355- 11.39% |
$57.2K - $61.5K
|
2.76K
$489K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-363- 1.89% |
$58.5K - $62.9K
|
18.8K
$3.33M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-365- 8.19% |
$58.9K - $63.3K
|
4.09K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-369- 5.22% |
$59.5K - $64K
|
6.7K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-375- 37.02% |
$60.5K - $65K
|
638
$113K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-426- 4.23% |
$68.7K - $73.8K
|
9.64K
$1.71M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-432- 10.88% |
$69.7K - $74.9K
|
3.54K
$626K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-442- 14.29% |
$71.3K - $76.6K
|
2.65K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-470- 8.79% |
$75.8K - $81.5K
|
4.88K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-475- 11.48% |
$76.6K - $82.3K
|
3.66K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-496- 0.59% |
$80K - $86K
|
83.3K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-502- 10.72% |
$80.9K - $87K
|
4.18K
$740K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-523- 1.21% |
$84.3K - $90.7K
|
42.8K
$7.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-538- 13.43% |
$86.7K - $93.3K
|
3.47K
$614K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-550- 4.4% |
$88.7K - $95.3K
|
11.9K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-552- 18.31% |
$89K - $95.7K
|
2.46K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-562- 12.25% |
$90.6K - $97.4K
|
4.02K
$712K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-565- 11.2% |
$91.1K - $97.9K
|
4.48K
$792K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-566- 10.39% |
$91.3K - $98.1K
|
4.88K
$864K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-570- 4.22% |
$91.9K - $98.8K
|
12.9K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-600- 27.27% |
$96.7K - $104K
|
1.6K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-616- 1.78% |
$99.3K - $107K
|
34K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-624- 32.88% |
$101K - $108K
|
1.27K
$225K
|