Purchases and Sales Made in Q2 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
348+ 1.89% |
$48.7K - $52.9K
|
18.7K
$3.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
340+ 7.58% |
$47.6K - $51.7K
|
4.83K
$850K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
332+ 15.49% |
$46.5K - $50.5K
|
2.48K
$436K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
315+ 2.7% |
$44.1K - $47.9K
|
12K
$2.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
313+ 4.28% |
$43.8K - $47.6K
|
7.63K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
297+ 16.35% |
$41.6K - $45.2K
|
2.11K
$372K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
290+ 7.2% |
$40.6K - $44.1K
|
4.32K
$761K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280+ 2.37% |
$39.2K - $42.6K
|
12.1K
$2.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
275New |
$38.5K - $41.8K
|
275
$48.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
265+ 3.9% |
$37.1K - $40.3K
|
7.06K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
249+ 15.51% |
$34.9K - $37.9K
|
1.85K
$326K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
247+ 3.69% |
$34.6K - $37.6K
|
6.93K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
245+ 9.93% |
$34.3K - $37.3K
|
2.71K
$478K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
237+ 3.59% |
$33.2K - $36K
|
6.85K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
234+ 11.74% |
$32.8K - $35.6K
|
2.23K
$392K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
234+ 2.04% |
$32.8K - $35.6K
|
11.7K
$2.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
210+ 8.56% |
$29.4K - $31.9K
|
2.66K
$469K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
207+ 4.42% |
$29K - $31.5K
|
4.89K
$860K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
200+ 28.78% |
$28K - $30.4K
|
895
$158K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
180+ 0.34% |
$25.2K - $27.4K
|
52.7K
$9.28M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
175+ 6.18% |
$24.5K - $26.6K
|
3.01K
$529K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
175+ 1.45% |
$24.5K - $26.6K
|
12.2K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
169+ 1.8% |
$23.7K - $25.7K
|
9.55K
$1.68M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
164New |
$23K - $24.9K
|
164
$28.9K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
161+ 7.07% |
$22.6K - $24.5K
|
2.44K
$429K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
132+ 15.85% |
$18.5K - $20.1K
|
965
$170K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
123+ 4.64% |
$17.2K - $18.7K
|
2.77K
$488K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
120+ 2.76% |
$16.8K - $18.2K
|
4.47K
$786K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
119+ 1.17% |
$16.7K - $18.1K
|
10.3K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
113+ 1.74% |
$15.8K - $17.2K
|
6.62K
$1.17M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 4.15% |
$14.3K - $15.5K
|
2.56K
$451K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 4.15% |
$14.3K - $15.5K
|
2.56K
$451K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 1.09% |
$14K - $15.2K
|
9.25K
$1.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
95+ 1.08% |
$13.3K - $14.4K
|
8.86K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
80New |
$11.2K - $12.2K
|
80
$14.1K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
78+ 1.64% |
$10.9K - $11.9K
|
4.85K
$853K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
75New |
$10.5K - $11.4K
|
75
$13.2K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
70+ 2.55% |
$9.8K - $10.6K
|
2.82K
$496K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
70+ 1.99% |
$9.8K - $10.6K
|
3.58K
$630K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
66+ 1.63% |
$9.24K - $10K
|
4.13K
$726K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
65+ 3.75% |
$9.1K - $9.88K
|
1.8K
$317K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
50+ 0.38% |
$7K - $7.6K
|
13.1K
$2.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$7K - $7.6K
|
50
$8.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$7K - $7.6K
|
50
$8.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 1.37% |
$5.6K - $6.08K
|
2.95K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39+ 11.21% |
$5.46K - $5.93K
|
387
$68.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 0.63% |
$4.62K - $5.02K
|
5.25K
$924K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$4.2K - $4.56K
|
30
$5.28K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30+ 5.33% |
$4.2K - $4.56K
|
593
$104K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 6.76% |
$3.36K - $3.65K
|
379
$66.7K
|