Purchases and Sales Made in Q2 2022 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2022. 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 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
168+ 2.55% |
$23.8K - $28K
|
6.76K
$1.12M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
155+ 2.76% |
$21.9K - $25.9K
|
5.76K
$959K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
139+ 14.51% |
$19.7K - $23.2K
|
1.1K
$183K
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
126+ 0.72% |
$17.8K - $21K
|
17.6K
$2.94M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
126+ 5.25% |
$17.8K - $21K
|
2.53K
$420K
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
118+ 100.0% |
$16.7K - $19.7K
|
236
$39.3K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
109+ 6.62% |
$15.4K - $18.2K
|
1.76K
$292K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
103+ 0.89% |
$14.6K - $17.2K
|
11.7K
$1.95M
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
102+ 4.68% |
$14.4K - $17K
|
2.28K
$380K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
100+ 6.49% |
$14.1K - $16.7K
|
1.64K
$273K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$14.1K - $16.7K
|
100
$16.6K
|
|
Jul 27, 2022
Q2 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
97+ 0.97% |
$13.7K - $16.2K
|
10.1K
$1.68M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
90+ 6.75% |
$12.7K - $15K
|
1.42K
$237K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
85+ 1.06% |
$12K - $14.2K
|
8.08K
$1.34M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
83+ 12.69% |
$11.7K - $13.9K
|
737
$123K
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.62% |
$11.3K - $13.4K
|
13.1K
$2.18M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 3.79% |
$10.5K - $12.4K
|
2.03K
$338K
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
BUY
|
- |
71+ 2.71% |
$10K - $11.9K
|
2.69K
$448K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66+ 10.11% |
$9.34K - $11K
|
719
$120K
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
65New |
$9.19K - $10.9K
|
65
$10.8K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
62+ 8.09% |
$8.77K - $10.4K
|
828
$138K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
62+ 2.63% |
$8.77K - $10.4K
|
2.42K
$402K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
62+ 2.74% |
$8.77K - $10.4K
|
2.33K
$387K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
59New |
$8.34K - $9.85K
|
59
$9.82K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56+ 0.5% |
$7.92K - $9.35K
|
11.2K
$1.86M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
52New |
$7.35K - $8.68K
|
52
$8.65K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
50New |
$7.07K - $8.35K
|
50
$8.32K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
50+ 19.69% |
$7.07K - $8.35K
|
304
$50.6K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47+ 2.27% |
$6.65K - $7.85K
|
2.12K
$353K
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
46+ 1.35% |
$6.51K - $7.68K
|
3.46K
$576K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
46+ 12.11% |
$6.51K - $7.68K
|
426
$70.9K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45+ 0.76% |
$6.36K - $7.51K
|
5.98K
$996K
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
45+ 3.07% |
$6.36K - $7.51K
|
1.51K
$251K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
44+ 2.01% |
$6.22K - $7.35K
|
2.24K
$372K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 1.07% |
$6.08K - $7.18K
|
4.06K
$676K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42+ 1.27% |
$5.94K - $7.01K
|
3.35K
$557K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
41+ 0.23% |
$5.8K - $6.84K
|
18.1K
$3.01M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
37+ 88.1% |
$5.23K - $6.18K
|
79
$13.1K
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
37New |
$5.23K - $6.18K
|
37
$6.16K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
31+ 0.78% |
$4.38K - $5.18K
|
4.02K
$669K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
29+ 2.15% |
$4.1K - $4.84K
|
1.38K
$229K
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
28+ 9.52% |
$3.96K - $4.67K
|
322
$53.6K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
26+ 1.24% |
$3.68K - $4.34K
|
2.13K
$355K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
26+ 0.56% |
$3.68K - $4.34K
|
4.64K
$771K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
26+ 1.53% |
$3.68K - $4.34K
|
1.73K
$288K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
25+ 0.7% |
$3.54K - $4.17K
|
3.58K
$596K
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
23+ 0.18% |
$3.25K - $3.84K
|
13K
$2.17M
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
21+ 300.0% |
$2.97K - $3.51K
|
28
$4.66K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.27% |
$2.55K - $3.01K
|
6.79K
$1.13M
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
14+ 0.49% |
$1.98K - $2.34K
|
2.85K
$474K
|