Purchases and Sales Made in Q2 2025 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2025. 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 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7+ 0.42% |
$1.11K - $1.25K
|
1.67K
$322K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.19% |
$1.11K - $1.25K
|
3.78K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.62% |
$950 - $1.07K
|
974
$187K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5+ 0.34% |
$792 - $894
|
1.49K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.21% |
$633 - $715
|
1.92K
$369K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 2.88% |
$633 - $715
|
143
$27.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.13% |
$475 - $536
|
2.35K
$451K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.25% |
$475 - $536
|
1.22K
$234K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 4.29% |
$475 - $536
|
73
$14K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 150.0% |
$475 - $536
|
5
$962
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3+ 0.18% |
$475 - $536
|
1.7K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.08% |
$475 - $536
|
3.77K
$726K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.79% |
$475 - $536
|
382
$73.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$317 - $358
|
2.67K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.04% |
$317 - $358
|
4.8K
$923K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.68% |
$317 - $358
|
297
$57.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.12% |
$317 - $358
|
1.74K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 1.06% |
$317 - $358
|
191
$36.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.5% |
$317 - $358
|
404
$77.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.59% |
$317 - $358
|
343
$66K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 2.27% |
$317 - $358
|
90
$17.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.11% |
$317 - $358
|
1.88K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.06% |
$317 - $358
|
3.13K
$602K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 5.0% |
$158 - $179
|
21
$4.04K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$158 - $179
|
2.59K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.07% |
$158 - $179
|
1.53K
$294K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.11% |
$158 - $179
|
944
$182K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
1+ 0.08% |
$158 - $179
|
1.19K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.43% |
$158 - $179
|
232
$44.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$158 - $179
|
2.42K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.0% |
$158 - $179
|
101
$19.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.07% |
$158 - $179
|
1.47K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1- 0.03% |
$158 - $179
|
3.23K
$621K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 4.76% |
$158 - $179
|
20
$3.85K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-2- 0.06% |
$317 - $358
|
3.51K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-2- 1.41% |
$317 - $358
|
140
$26.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-3- 0.05% |
$475 - $536
|
5.63K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4- 0.28% |
$633 - $715
|
1.41K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6Closed |
$950 - $1.07K
|
0
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-7- 0.48% |
$1.11K - $1.25K
|
1.45K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-7- 0.11% |
$1.11K - $1.25K
|
6.44K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-8- 2.27% |
$1.27K - $1.43K
|
345
$66.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-9- 2.96% |
$1.43K - $1.61K
|
295
$56.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-9- 0.05% |
$1.43K - $1.61K
|
16.6K
$3.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.5% |
$1.43K - $1.61K
|
1.79K
$345K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-10- 0.19% |
$1.58K - $1.79K
|
5.22K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-12- 0.07% |
$1.9K - $2.15K
|
16.5K
$3.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-14- 0.07% |
$2.22K - $2.5K
|
19.1K
$3.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14- 3.53% |
$2.22K - $2.5K
|
383
$73.7K
|