Purchases and Sales Made in Q3 2021 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
505KNew |
$70.3M - $77.1M
|
505K
$88.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
332KNew |
$46.2M - $50.7M
|
332K
$58.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
139K+ 1243.87% |
$19.3M - $21.2M
|
150K
$26.4M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
110K+ 2501.96% |
$15.3M - $16.8M
|
114K
$20.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.7K+ 18.35% |
$9.55M - $10.5M
|
443K
$78M
|
|
|
Oct 19, 2021
Q3 2021
|
Polianta LTD
|
BUY
|
- |
56.1KNew |
$7.81M - $8.56M
|
56.1K
$9.88M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
55K+ 4.9% |
$7.65M - $8.39M
|
1.18M
$207M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
38.7K+ 81.0% |
$5.38M - $5.9M
|
86.4K
$15.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.3KNew |
$5.33M - $5.85M
|
38.3K
$6.75M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
36.4K+ 1110.63% |
$5.06M - $5.55M
|
39.6K
$6.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
34.8KNew |
$4.84M - $5.31M
|
34.8K
$6.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28.2K+ 12.05% |
$3.92M - $4.3M
|
262K
$46.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.6K+ 9.27% |
$3.7M - $4.06M
|
314K
$55.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.6K+ 40.25% |
$3.7M - $4.05M
|
92.6K
$16.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
22.1KNew |
$3.07M - $3.37M
|
22.1K
$3.89M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 48.82% |
$2.54M - $2.79M
|
55.7K
$9.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 7.16% |
$2.27M - $2.5M
|
245K
$43M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.2K+ 4.53% |
$2.26M - $2.48M
|
374K
$65.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.2K+ 7.53% |
$1.97M - $2.16M
|
202K
$35.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
12.8K+ 26.83% |
$1.78M - $1.95M
|
60.5K
$10.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
12.8KNew |
$1.77M - $1.95M
|
12.8K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.6K+ 4.36% |
$1.61M - $1.77M
|
278K
$48.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.3K+ 10.03% |
$1.57M - $1.72M
|
124K
$21.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 17.3% |
$1.45M - $1.59M
|
70.4K
$12.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
BUY
|
- |
10.3K+ 125.11% |
$1.44M - $1.57M
|
18.6K
$3.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9.7KNew |
$1.35M - $1.48M
|
9.7K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.56KNew |
$1.33M - $1.46M
|
9.56K
$1.68M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.19K+ 6.86% |
$1.28M - $1.4M
|
143K
$25.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.06K+ 9059.0% |
$1.26M - $1.38M
|
9.16K
$1.61M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
7.79K+ 16.57% |
$1.08M - $1.19M
|
54.8K
$9.64M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.35K+ 29.84% |
$1.02M - $1.12M
|
32K
$5.63M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.66K+ 1.25% |
$927K - $1.02M
|
539K
$95M
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
5.73KNew |
$797K - $874K
|
5.73K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.58K+ 92.89% |
$777K - $852K
|
11.6K
$2.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.34KNew |
$744K - $816K
|
5.34K
$941K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.3K+ 40.07% |
$738K - $809K
|
18.5K
$3.26M
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
4.4KNew |
$612K - $672K
|
4.4K
$775K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.31K+ 25.99% |
$599K - $658K
|
20.9K
$3.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.47K+ 12.88% |
$483K - $530K
|
30.4K
$5.36M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.41KNew |
$474K - $520K
|
3.41K
$600K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.4KNew |
$473K - $519K
|
3.4K
$599K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
2.88K+ 24.67% |
$401K - $440K
|
14.6K
$2.56M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.81K+ 10.73% |
$391K - $429K
|
29K
$5.11M
|
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
BUY
|
- |
2.78K+ 6.49% |
$386K - $424K
|
45.6K
$8.02M
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
2.71K+ 8.93% |
$377K - $414K
|
33.1K
$5.82M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
2.56K+ 99.34% |
$356K - $391K
|
5.14K
$904K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.47K+ 25.46% |
$344K - $377K
|
12.2K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.26K+ 14.14% |
$314K - $345K
|
18.2K
$3.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.14K+ 8.2% |
$298K - $327K
|
28.3K
$4.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.06K+ 46.46% |
$286K - $314K
|
6.48K
$1.14M
|