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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-500- 5.61% |
$70K - $76K
|
8.42K
$1.46M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-503- 6.04% |
$70.5K - $76.5K
|
7.83K
$1.36M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-519- 94.02% |
$72.7K - $78.9K
|
33
$5.73K
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-523- 3.94% |
$73.3K - $79.5K
|
12.7K
$2.22M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-538- 15.25% |
$75.4K - $81.8K
|
2.99K
$520K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-539- 5.1% |
$75.5K - $82K
|
10K
$1.74M
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-549- 16.23% |
$76.9K - $83.5K
|
2.83K
$492K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-573- 3.17% |
$80.3K - $87.1K
|
17.5K
$3.04M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-585- 22.65% |
$81.9K - $88.9K
|
2K
$347K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-606- 15.71% |
$84.9K - $92.1K
|
3.25K
$565K
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-618- 7.51% |
$86.6K - $94K
|
7.62K
$1.32M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-647- 3.21% |
$90.6K - $98.4K
|
19.5K
$3.39M
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-647- 2.25% |
$90.6K - $98.4K
|
28.1K
$4.89M
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-680- 26.54% |
$95.2K - $103K
|
1.88K
$327K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-695- 8.89% |
$97.3K - $106K
|
7.13K
$1.24M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-704- 5.2% |
$98.6K - $107K
|
12.8K
$2.23M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-721- 11.69% |
$101K - $110K
|
5.45K
$947K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-726- 19.08% |
$102K - $110K
|
3.08K
$535K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-747- 25.19% |
$105K - $114K
|
2.22K
$386K
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-750- 14.96% |
$105K - $114K
|
4.27K
$741K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-765- 12.95% |
$107K - $116K
|
5.14K
$893K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-784- 11.47% |
$110K - $119K
|
6.05K
$1.05M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-840- 11.99% |
$118K - $128K
|
6.17K
$1.07M
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-843- 0.42% |
$118K - $128K
|
201K
$34.9M
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-862- 8.25% |
$121K - $131K
|
9.59K
$1.67M
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-882- 36.58% |
$124K - $134K
|
1.53K
$266K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-902- 68.7% |
$126K - $137K
|
411
$71.4K
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-953- 33.21% |
$133K - $145K
|
1.92K
$333K
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 12.87% |
$142K - $154K
|
6.86K
$1.19M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.1K- 4.94% |
$154K - $167K
|
21.2K
$3.68M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.18K- 24.39% |
$165K - $179K
|
3.65K
$634K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 22.73% |
$172K - $187K
|
4.18K
$725K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.28K- 10.85% |
$179K - $195K
|
10.5K
$1.83M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 20.17% |
$180K - $196K
|
5.1K
$885K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.3K- 3.62% |
$182K - $198K
|
34.7K
$6.03M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.31K- 2.54% |
$183K - $198K
|
50.1K
$8.7M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.34K- 1.0% |
$188K - $204K
|
133K
$23.1M
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.4K- 1.11% |
$195K - $212K
|
124K
$21.5M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.41K- 0.7% |
$198K - $215K
|
201K
$34.9M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.45K- 10.22% |
$204K - $221K
|
12.8K
$2.22M
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.52K- 9.23% |
$213K - $232K
|
15K
$2.6M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 92.49% |
$216K - $234K
|
125
$21.7K
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-1.54K- 1.99% |
$216K - $234K
|
76K
$13.2M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.66K- 53.93% |
$232K - $252K
|
1.41K
$246K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.7K- 85.12% |
$238K - $258K
|
297
$51.6K
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.74K- 46.0% |
$244K - $265K
|
2.04K
$355K
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.77K- 46.79% |
$248K - $269K
|
2.01K
$350K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2K- 19.95% |
$281K - $305K
|
8.04K
$1.4M
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.31K- 6.22% |
$324K - $352K
|
34.9K
$6.06M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.51K- 10.1% |
$352K - $382K
|
22.4K
$3.89M
|