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
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-136- 4.12% |
$21.5K - $24.3K
|
3.17K
$609K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-150- 23.51% |
$23.8K - $26.8K
|
488
$93.9K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-150- 9.37% |
$23.8K - $26.8K
|
1.45K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-151- 6.21% |
$23.9K - $27K
|
2.28K
$439K
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-171- 4.95% |
$27.1K - $30.6K
|
3.28K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-173- 13.14% |
$27.4K - $30.9K
|
1.14K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-175- 4.08% |
$27.7K - $31.3K
|
4.12K
$792K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-179- 10.13% |
$28.3K - $32K
|
1.59K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-191- 8.95% |
$30.2K - $34.2K
|
1.94K
$374K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-192- 11.63% |
$30.4K - $34.3K
|
1.46K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-195- 89.45% |
$30.9K - $34.9K
|
23
$4.42K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-196- 1.96% |
$31K - $35K
|
9.83K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-227- 1.08% |
$35.9K - $40.6K
|
20.7K
$3.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-233- 4.61% |
$36.9K - $41.7K
|
4.82K
$928K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-246- 3.5% |
$39K - $44K
|
6.79K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-248- 1.75% |
$39.3K - $44.3K
|
13.9K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-248- 1.41% |
$39.3K - $44.3K
|
17.4K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-250- 2.84% |
$39.6K - $44.7K
|
8.55K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-262- 3.8% |
$41.5K - $46.9K
|
6.64K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-289- 3.15% |
$45.8K - $51.7K
|
8.89K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 4.44% |
$47.5K - $53.6K
|
6.45K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-306- 5.84% |
$48.5K - $54.7K
|
4.94K
$949K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-323- 2.35% |
$51.2K - $57.8K
|
13.4K
$2.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-330- 4.03% |
$52.3K - $59K
|
7.85K
$1.51M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-338- 9.1% |
$53.5K - $60.4K
|
3.38K
$650K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-341- 6.7% |
$54K - $61K
|
4.75K
$914K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-355- 4.24% |
$56.2K - $63.5K
|
8.01K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-398- 20.73% |
$63K - $71.2K
|
1.52K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-398- 3.51% |
$63K - $71.2K
|
10.9K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-417- 16.94% |
$66K - $74.6K
|
2.05K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-420- 22.34% |
$66.5K - $75.1K
|
1.46K
$281K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-450- 5.82% |
$71.3K - $80.5K
|
7.29K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-456- 2.31% |
$72.2K - $81.5K
|
19.3K
$3.72M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-458- 27.31% |
$72.5K - $81.9K
|
1.22K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-477- 8.12% |
$75.5K - $85.3K
|
5.4K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-485- 10.63% |
$76.8K - $86.7K
|
4.08K
$784K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-491- 3.11% |
$77.8K - $87.8K
|
15.3K
$2.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-518- 21.96% |
$82K - $92.6K
|
1.84K
$354K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-518- 21.96% |
$82K - $92.6K
|
1.84K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-543- 6.18% |
$86K - $97.1K
|
8.24K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-549- 22.04% |
$86.9K - $98.2K
|
1.94K
$374K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-575- 9.57% |
$91.1K - $103K
|
5.43K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-576- 4.37% |
$91.2K - $103K
|
12.6K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-635- 11.01% |
$101K - $114K
|
5.13K
$987K
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-654- 0.79% |
$104K - $117K
|
82.6K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-659- 8.21% |
$104K - $118K
|
7.37K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-743- 25.3% |
$118K - $133K
|
2.19K
$422K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-770- 2.99% |
$122K - $138K
|
25K
$4.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-775- 18.87% |
$123K - $139K
|
3.33K
$641K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-783- 2.33% |
$124K - $140K
|
32.8K
$6.3M
|