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 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-554- 5.28% |
$75.4K - $87.5K
|
9.94K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-583- 11.36% |
$79.3K - $92.1K
|
4.55K
$774K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-595- 80.84% |
$80.9K - $94K
|
141
$24K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-600- 7.89% |
$81.6K - $94.8K
|
7K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-613- 17.33% |
$83.4K - $96.8K
|
2.93K
$498K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-617- 7.46% |
$83.9K - $97.4K
|
7.66K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-617- 22.26% |
$83.9K - $97.4K
|
2.16K
$367K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-642- 43.47% |
$87.3K - $101K
|
835
$142K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-675- 15.16% |
$91.8K - $107K
|
3.78K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-676- 6.34% |
$92K - $107K
|
9.99K
$1.7M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-700- 11.19% |
$95.2K - $111K
|
5.56K
$946K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-724- 75.34% |
$98.5K - $114K
|
237
$40.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-740- 98.67% |
$101K - $117K
|
10
$1.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-757- 8.32% |
$103K - $120K
|
8.34K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-772- 0.51% |
$105K - $122K
|
149K
$25.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-776- 0.75% |
$106K - $123K
|
102K
$17.4M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-793- 10.55% |
$108K - $125K
|
6.72K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-815- 54.52% |
$111K - $129K
|
680
$116K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-854- 3.21% |
$116K - $135K
|
25.7K
$4.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-877- 11.45% |
$119K - $139K
|
6.78K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-887- 6.28% |
$121K - $140K
|
13.2K
$2.25M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-933- 0.47% |
$127K - $147K
|
197K
$33.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-940- 7.19% |
$128K - $148K
|
12.1K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.03K- 1.6% |
$140K - $163K
|
63.3K
$10.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 4.91% |
$140K - $163K
|
19.9K
$3.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.07K- 35.54% |
$145K - $169K
|
1.94K
$329K
|
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.14K- 7.48% |
$155K - $180K
|
14.1K
$2.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.19K- 11.44% |
$161K - $187K
|
9.19K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.3K- 26.58% |
$176K - $205K
|
3.58K
$609K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.41K- 35.39% |
$191K - $222K
|
2.57K
$436K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.5K- 55.84% |
$204K - $236K
|
1.18K
$201K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.5K- 25.5% |
$204K - $237K
|
4.38K
$746K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-1.5K- 23.47% |
$204K - $237K
|
4.9K
$834K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.56K- 19.58% |
$212K - $247K
|
6.42K
$1.09M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.7K- 26.16% |
$231K - $268K
|
4.79K
$815K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 4.82% |
$252K - $293K
|
36.6K
$6.23M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.88K- 5.8% |
$256K - $297K
|
30.6K
$5.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.01K- 30.43% |
$273K - $317K
|
4.58K
$780K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.32K- 26.27% |
$315K - $366K
|
6.51K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.42K- 2.02% |
$329K - $382K
|
118K
$20M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.47K- 4.32% |
$336K - $390K
|
54.7K
$9.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.5K- 24.52% |
$340K - $394K
|
7.69K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 10.21% |
$349K - $406K
|
22.6K
$3.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.62K- 8.04% |
$356K - $413K
|
29.9K
$5.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.69K- 9.35% |
$365K - $424K
|
26K
$4.43M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.01K- 4.92% |
$410K - $476K
|
58.2K
$9.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.28K- 57.62% |
$446K - $518K
|
2.41K
$411K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.42K- 4.86% |
$465K - $540K
|
66.9K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.43K- 7.82% |
$467K - $542K
|
40.4K
$6.88M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.63K- 99.45% |
$494K - $574K
|
20
$3.4K
|