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 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-60Closed |
$8.33K - $8.88K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-67- 0.5% |
$9.3K - $9.92K
|
13.3K
$2.24M
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-70- 8.43% |
$9.71K - $10.4K
|
760
$127K
|
|
Jul 21, 2021
Q2 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-76- 1.35% |
$10.5K - $11.3K
|
5.55K
$932K
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-87Closed |
$12.1K - $12.9K
|
0
$0
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-89- 79.46% |
$12.3K - $13.2K
|
23
$3.86K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-97- 39.27% |
$13.5K - $14.4K
|
150
$25.2K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100Closed |
$13.9K - $14.8K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-106- 0.09% |
$14.7K - $15.7K
|
112K
$18.9M
|
|
Aug 09, 2021
Q2 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-107- 3.99% |
$14.8K - $15.8K
|
2.57K
$432K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-117- 9.38% |
$16.2K - $17.3K
|
1.13K
$190K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-121- 3.57% |
$16.8K - $17.9K
|
3.27K
$549K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-124- 1.76% |
$17.2K - $18.4K
|
6.91K
$1.16M
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-137- 2.09% |
$19K - $20.3K
|
6.4K
$1.07M
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-143- 3.12% |
$19.8K - $21.2K
|
4.44K
$744K
|
|
Jul 15, 2021
Q2 2021
|
Norway Savings Bank
|
SELL
|
- |
-155- 15.82% |
$21.5K - $23K
|
825
$138K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-158- 3.33% |
$21.9K - $23.4K
|
4.58K
$769K
|
|
Aug 13, 2021
Q2 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-161Closed |
$22.3K - $23.8K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-192- 2.68% |
$26.6K - $28.4K
|
6.98K
$1.17M
|
|
Aug 02, 2021
Q2 2021
|
First Personal Financial Services
|
SELL
|
- |
-193- 2.53% |
$26.8K - $28.6K
|
7.42K
$1.24M
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-199- 11.8% |
$27.6K - $29.5K
|
1.49K
$250K
|
|
Aug 03, 2021
Q2 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-199- 9.31% |
$27.6K - $29.5K
|
1.94K
$325K
|
|
Aug 12, 2021
Q2 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-200- 1.87% |
$27.8K - $29.6K
|
10.5K
$1.76M
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-201Closed |
$27.9K - $29.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-203- 9.75% |
$28.2K - $30.1K
|
1.88K
$315K
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-204Closed |
$28.3K - $30.2K
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-238- 13.59% |
$33K - $35.2K
|
1.51K
$254K
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-273- 11.54% |
$37.9K - $40.4K
|
2.09K
$351K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-294Closed |
$40.8K - $43.5K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Windham Capital Management, LLC
|
SELL
|
- |
-307- 6.27% |
$42.6K - $45.5K
|
4.59K
$770K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-376- 32.11% |
$52.2K - $55.7K
|
795
$133K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-376- 7.09% |
$52.2K - $55.7K
|
4.93K
$827K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-400Closed |
$55.5K - $59.2K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-562- 1.13% |
$78K - $83.2K
|
49.3K
$8.26M
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-614- 15.03% |
$85.2K - $90.9K
|
3.47K
$582K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-627- 4.04% |
$87K - $92.8K
|
14.9K
$2.5M
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-631Closed |
$87.6K - $93.4K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-723- 9.38% |
$100K - $107K
|
6.98K
$1.17M
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-738- 1.21% |
$102K - $109K
|
60.2K
$10.1M
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-761Closed |
$106K - $113K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-808- 5.54% |
$112K - $120K
|
13.8K
$2.31M
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-869- 33.66% |
$121K - $129K
|
1.71K
$287K
|
|
Aug 03, 2021
Q2 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-1.11K- 1.62% |
$153K - $164K
|
67.1K
$11.3M
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.13K- 8.78% |
$156K - $167K
|
11.7K
$1.96M
|
|
Aug 09, 2021
Q2 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.19K- 5.81% |
$165K - $176K
|
19.2K
$3.23M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.19KClosed |
$166K - $177K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.24KClosed |
$171K - $183K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Matrix Trust CO
|
SELL
|
- |
-1.28K- 55.11% |
$177K - $189K
|
1.04K
$174K
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.38K- 94.28% |
$192K - $205K
|
84
$14.1K
|
|
Aug 09, 2021
Q2 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.43KClosed |
$198K - $212K
|
0
$0
|