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 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13New |
$1.84K - $2.17K
|
13
$2.16K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.68% |
$1.84K - $2.17K
|
1.93K
$321K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
12+ 0.7% |
$1.7K - $2K
|
1.73K
$287K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12+ 0.48% |
$1.7K - $2K
|
2.53K
$420K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11+ 0.54% |
$1.56K - $1.84K
|
2.05K
$341K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11+ 0.11% |
$1.56K - $1.84K
|
10.2K
$1.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
9+ 0.07% |
$1.27K - $1.5K
|
13.2K
$2.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8+ 0.68% |
$1.13K - $1.34K
|
1.18K
$196K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.71% |
$990 - $1.17K
|
998
$166K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.48% |
$849 - $1K
|
1.26K
$210K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$849 - $1K
|
3.62K
$602K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6+ 0.74% |
$849 - $1K
|
818
$136K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
6+ 0.28% |
$849 - $1K
|
2.17K
$360K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.73% |
$566 - $668
|
550
$91.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$424 - $501
|
2.86K
$475K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 1.39% |
$283 - $334
|
146
$24.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.7% |
$283 - $334
|
288
$47.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 1.22% |
$283 - $334
|
166
$27.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.03% |
$283 - $334
|
6.97K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2+ 0.05% |
$283 - $334
|
4.04K
$672K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.24% |
$141 - $167
|
411
$68.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$141 - $167
|
4.33K
$720K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.72% |
$141 - $167
|
140
$23.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.39% |
$141 - $167
|
73
$12.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.02% |
$141 - $167
|
5.36K
$891K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 4.76% |
$283 - $334
|
40
$6.66K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 33.33% |
$283 - $334
|
4
$666
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2- 0.09% |
$283 - $334
|
2.16K
$360K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3- 0.22% |
$424 - $501
|
1.35K
$225K
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-4- 0.28% |
$566 - $668
|
1.42K
$237K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 0.04% |
$990 - $1.17K
|
16.2K
$2.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-9- 0.06% |
$1.27K - $1.5K
|
14.1K
$2.34M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10Closed |
$1.41K - $1.67K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-10- 1.26% |
$1.41K - $1.67K
|
786
$131K
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-11- 0.15% |
$1.56K - $1.84K
|
7.28K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-12- 0.16% |
$1.7K - $2K
|
7.62K
$1.27M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 6.17% |
$2.83K - $3.34K
|
304
$50.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-22Closed |
$3.11K - $3.67K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 0.52% |
$3.54K - $4.17K
|
4.76K
$791K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-30- 1.12% |
$4.24K - $5.01K
|
2.64K
$439K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31- 2.34% |
$4.38K - $5.18K
|
1.29K
$215K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32- 1.19% |
$4.53K - $5.34K
|
2.66K
$443K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-33- 1.21% |
$4.67K - $5.51K
|
2.69K
$448K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-42- 0.85% |
$5.94K - $7.01K
|
4.88K
$813K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-43- 1.67% |
$6.08K - $7.18K
|
2.53K
$421K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54- 1.88% |
$7.64K - $9.02K
|
2.81K
$468K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-64- 2.82% |
$9.05K - $10.7K
|
2.21K
$368K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-65- 3.68% |
$9.19K - $10.9K
|
1.7K
$283K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-69- 0.89% |
$9.76K - $11.5K
|
7.68K
$1.28M
|