Purchases and Sales Made in Q2 2024 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2024. 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 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
169New |
$23K - $26.7K
|
169
$28.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
166+ 2.85% |
$22.6K - $26.2K
|
6K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
157+ 0.55% |
$21.4K - $24.8K
|
28.8K
$4.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
154+ 7.81% |
$21K - $24.3K
|
2.13K
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
135+ 20.27% |
$18.4K - $21.3K
|
801
$134K
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
130New |
$17.7K - $20.5K
|
130
$21.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
130+ 3.68% |
$17.7K - $20.5K
|
3.66K
$614K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
129+ 0.9% |
$17.5K - $20.4K
|
14.5K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
121+ 9.72% |
$16.5K - $19.1K
|
1.37K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
116New |
$15.8K - $18.3K
|
116
$19.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
110+ 0.96% |
$15K - $17.4K
|
11.6K
$1.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
104+ 0.76% |
$14.1K - $16.4K
|
13.7K
$2.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
100+ 3.42% |
$13.6K - $15.8K
|
3.02K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 38.46% |
$13.6K - $15.8K
|
360
$60.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
100New |
$13.6K - $15.8K
|
100
$16.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 153.85% |
$13.6K - $15.8K
|
165
$27.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
98+ 1.37% |
$13.3K - $15.5K
|
7.25K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
91+ 5.99% |
$12.4K - $14.4K
|
1.61K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
90+ 4.55% |
$12.2K - $14.2K
|
2.07K
$347K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
90New |
$12.2K - $14.2K
|
90
$15.1K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
90+ 600.0% |
$12.2K - $14.2K
|
105
$17.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
75+ 1.93% |
$10.2K - $11.8K
|
3.97K
$665K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74+ 2.49% |
$10.1K - $11.7K
|
3.04K
$510K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66+ 5.51% |
$8.98K - $10.4K
|
1.26K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$8.84K - $10.3K
|
65
$10.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
60+ 0.73% |
$8.16K - $9.48K
|
8.23K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
55+ 0.77% |
$7.48K - $8.69K
|
7.19K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53New |
$7.21K - $8.37K
|
53
$8.89K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
52+ 0.35% |
$7.07K - $8.21K
|
14.9K
$2.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
50+ 0.77% |
$6.8K - $7.9K
|
6.54K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.72% |
$6.8K - $7.9K
|
2.96K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
49+ 2.19% |
$6.67K - $7.74K
|
2.28K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
43New |
$5.85K - $6.79K
|
43
$7.21K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
39+ 1.1% |
$5.31K - $6.16K
|
3.58K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
38+ 0.53% |
$5.17K - $6K
|
7.25K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
35+ 2.36% |
$4.76K - $5.53K
|
1.52K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
25+ 5.91% |
$3.4K - $3.95K
|
448
$75.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24New |
$3.26K - $3.79K
|
24
$4.03K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
23+ 0.44% |
$3.13K - $3.63K
|
5.28K
$886K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.19% |
$2.86K - $3.32K
|
11K
$1.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20New |
$2.72K - $3.16K
|
20
$3.35K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20+ 1.39% |
$2.72K - $3.16K
|
1.46K
$244K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
18+ 0.39% |
$2.45K - $2.84K
|
4.68K
$785K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.83% |
$2.18K - $2.53K
|
1.95K
$327K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
15+ 0.32% |
$2.04K - $2.37K
|
4.77K
$801K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 1.07% |
$1.36K - $1.58K
|
948
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$1.09K - $1.26K
|
8
$1.34K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
4+ 0.89% |
$544 - $632
|
454
$76.2K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.14% |
$272 - $316
|
1.45K
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.45% |
$136 - $158
|
225
$37.7K
|