Purchases and Sales Made in Q2 2021 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
256New |
$35.5K - $37.9K
|
256
$42.9K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
256New |
$35.5K - $37.9K
|
256
$42.9K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
249+ 17.0% |
$34.6K - $36.9K
|
1.71K
$288K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
247+ 3.92% |
$34.3K - $36.6K
|
6.55K
$1.1M
|
|
|
Jul 29, 2021
Q2 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
244+ 2.06% |
$33.9K - $36.1K
|
12.1K
$2.03M
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
223+ 190.6% |
$30.9K - $33K
|
340
$57K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
221+ 3.16% |
$30.7K - $32.7K
|
7.23K
$1.21M
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219+ 2.0% |
$30.4K - $32.4K
|
11.1K
$1.87M
|
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
200+ 6.24% |
$27.8K - $29.6K
|
3.4K
$571K
|
|
|
Jan 19, 2022
Q2 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
200+ 4.54% |
$27.8K - $29.6K
|
4.61K
$772K
|
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
200New |
$27.8K - $29.6K
|
200
$33.5K
|
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
183+ 1.65% |
$25.4K - $27.1K
|
11.3K
$1.89M
|
|
|
Jul 15, 2021
Q2 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
182+ 10.53% |
$25.3K - $27K
|
1.91K
$320K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
176+ 1.1% |
$24.4K - $26.1K
|
16.2K
$2.72M
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
172+ 1.81% |
$23.9K - $25.5K
|
9.65K
$1.62M
|
|
|
Aug 10, 2021
Q2 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
170+ 6.89% |
$23.6K - $25.2K
|
2.64K
$443K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 13.55% |
$23.3K - $24.9K
|
1.41K
$236K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
162+ 1.55% |
$22.5K - $24K
|
10.6K
$1.78M
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
150+ 33.33% |
$20.8K - $22.2K
|
600
$101K
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
146New |
$20.3K - $21.6K
|
146
$24.5K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
135+ 3.41% |
$18.7K - $20K
|
4.1K
$687K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
128New |
$17.8K - $19K
|
128
$21.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
125+ 4.12% |
$17.3K - $18.5K
|
3.16K
$529K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
121+ 44.0% |
$16.8K - $17.9K
|
396
$66.4K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
119+ 7.91% |
$16.5K - $17.6K
|
1.62K
$272K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
114+ 3.09% |
$15.8K - $16.9K
|
3.8K
$638K
|
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
110New |
$15.3K - $16.3K
|
110
$18.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
105New |
$14.6K - $15.5K
|
105
$17.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100+ 0.61% |
$13.9K - $14.8K
|
16.6K
$2.78M
|
|
|
Aug 16, 2021
Q2 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
100New |
$13.9K - $14.8K
|
100
$16.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
97New |
$13.5K - $14.4K
|
97
$16.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
93+ 6.68% |
$12.9K - $13.8K
|
1.49K
$249K
|
|
|
Jul 19, 2021
Q2 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
85+ 0.55% |
$11.8K - $12.6K
|
15.5K
$2.6M
|
|
|
Jul 28, 2021
Q2 2021
|
Planning Directions Inc
|
BUY
|
- |
79+ 4.09% |
$11K - $11.7K
|
2.01K
$337K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69+ 4.72% |
$9.57K - $10.2K
|
1.53K
$257K
|
|
|
Jul 14, 2021
Q2 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
58+ 2.4% |
$8.05K - $8.59K
|
2.47K
$415K
|
|
|
Jul 22, 2021
Q2 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
53+ 2.97% |
$7.35K - $7.85K
|
1.84K
$309K
|
|
|
Jul 13, 2021
Q2 2021
|
Patten & Patten Inc
|
BUY
|
- |
52+ 3.25% |
$7.22K - $7.7K
|
1.65K
$277K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
51New |
$7.08K - $7.55K
|
51
$8.55K
|
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
44New |
$6.11K - $6.52K
|
44
$7.38K
|
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34New |
$4.72K - $5.03K
|
34
$5.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
33+ 0.15% |
$4.58K - $4.89K
|
22K
$3.69M
|
|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
31+ 1.78% |
$4.3K - $4.59K
|
1.77K
$297K
|
|
|
Jul 15, 2021
Q2 2021
|
First Financial Corp
|
BUY
|
- |
31+ 0.62% |
$4.3K - $4.59K
|
5.07K
$850K
|
|
|
Jul 30, 2021
Q2 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
25+ 0.83% |
$3.47K - $3.7K
|
3.05K
$512K
|
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25New |
$3.47K - $3.7K
|
25
$4.19K
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23+ 0.94% |
$3.19K - $3.41K
|
2.48K
$416K
|
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
22New |
$3.05K - $3.26K
|
22
$3.69K
|
|
|
Jul 19, 2021
Q2 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
22+ 0.4% |
$3.05K - $3.26K
|
5.54K
$929K
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17+ 0.47% |
$2.36K - $2.52K
|
3.6K
$605K
|