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 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16+ 1.42% |
$2.22K - $2.37K
|
1.14K
$192K
|
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
14+ 0.5% |
$1.94K - $2.07K
|
2.79K
$467K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.37% |
$1.8K - $1.93K
|
3.53K
$592K
|
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12+ 0.12% |
$1.67K - $1.78K
|
9.62K
$1.61M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$1.67K - $1.78K
|
12
$2.01K
|
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
11+ 0.2% |
$1.53K - $1.63K
|
5.62K
$942K
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.74% |
$1.25K - $1.33K
|
1.23K
$206K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.4% |
$1.25K - $1.33K
|
2.25K
$377K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.09% |
$1.11K - $1.18K
|
8.46K
$1.42M
|
|
|
Jan 03, 2023
Q2 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
8+ 0.17% |
$1.11K - $1.18K
|
4.62K
$775K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.65% |
$971 - $1.04K
|
1.09K
$182K
|
|
|
May 10, 2024
Q2 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
7+ 0.15% |
$971 - $1.04K
|
4.81K
$806K
|
|
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.13% |
$833 - $888
|
4.75K
$797K
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.25% |
$694 - $740
|
2.02K
$338K
|
|
|
Jul 28, 2021
Q2 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5+ 1.14% |
$694 - $740
|
444
$74.5K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
4+ 1.0% |
$555 - $592
|
406
$68.1K
|
|
|
Jul 15, 2021
Q2 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.75% |
$555 - $592
|
535
$89.7K
|
|
|
Aug 04, 2021
Q2 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3+ 1.48% |
$416 - $444
|
206
$34.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3+ 0.07% |
$416 - $444
|
4.61K
$773K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.72% |
$416 - $444
|
418
$70.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.04% |
$416 - $444
|
7.39K
$1.24M
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.04% |
$278 - $296
|
5.5K
$923K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
2+ 3.85% |
$278 - $296
|
54
$9.06K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.48% |
$278 - $296
|
421
$70.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.85% |
$278 - $296
|
238
$39.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2+ 0.01% |
$278 - $296
|
26.9K
$4.52M
|
|
|
Jul 28, 2021
Q2 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.43% |
$139 - $148
|
71
$11.9K
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.71% |
$139 - $148
|
141
$23.7K
|
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
1+ 2.7% |
$139 - $148
|
38
$6.37K
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
1+ 1.0% |
$139 - $148
|
101
$16.9K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 1.37% |
$694 - $740
|
359
$60.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10- 0.64% |
$1.39K - $1.48K
|
1.56K
$261K
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13- 0.27% |
$1.8K - $1.93K
|
4.72K
$792K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-13- 0.68% |
$1.8K - $1.93K
|
1.91K
$320K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-20- 3.36% |
$2.78K - $2.96K
|
575
$96.5K
|
|
|
Aug 12, 2021
Q2 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.76% |
$2.78K - $2.96K
|
2.62K
$439K
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 80.77% |
$2.91K - $3.11K
|
5
$839
|
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-23- 1.32% |
$3.19K - $3.41K
|
1.73K
$289K
|
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-25- 0.14% |
$3.47K - $3.7K
|
17.7K
$2.96M
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-36- 7.27% |
$5K - $5.33K
|
459
$77K
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-41- 3.12% |
$5.69K - $6.07K
|
1.27K
$213K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-41- 45.05% |
$5.69K - $6.07K
|
50
$8.39K
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-41- 6.44% |
$5.69K - $6.07K
|
596
$100K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-43Closed |
$5.97K - $6.37K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-48- 1.52% |
$6.66K - $7.11K
|
3.1K
$520K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 9.09% |
$6.94K - $7.4K
|
500
$83.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-53Closed |
$7.35K - $7.85K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-55- 44.72% |
$7.63K - $8.14K
|
68
$11.4K
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-56Closed |
$7.77K - $8.29K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 17.14% |
$8.33K - $8.88K
|
290
$48.6K
|