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 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.06K+ 46.46% |
$286K - $314K
|
6.48K
$1.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.99KNew |
$277K - $304K
|
1.99K
$332K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.88KNew |
$262K - $287K
|
1.88K
$313K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.83K+ 510.86% |
$255K - $280K
|
2.19K
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.69KNew |
$235K - $258K
|
1.69K
$282K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.65K+ 13.47% |
$229K - $252K
|
13.9K
$2.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.64KNew |
$229K - $251K
|
1.64K
$274K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.6KNew |
$223K - $244K
|
1.6K
$267K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.6K+ 5.93% |
$222K - $244K
|
28.5K
$4.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.52K+ 5.91% |
$212K - $233K
|
27.3K
$4.56M
|
|
|
Oct 19, 2021
Q3 2021
|
Matrix Trust CO
|
BUY
|
- |
1.41K+ 135.87% |
$197K - $216K
|
2.45K
$409K
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.41K+ 13.6% |
$196K - $215K
|
11.8K
$1.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.39K+ 16.93% |
$193K - $212K
|
9.59K
$1.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.37K+ 19.43% |
$191K - $209K
|
8.43K
$1.41M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.37K+ 11.45% |
$190K - $208K
|
13.3K
$2.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.32K+ 16.64% |
$184K - $202K
|
9.28K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.25K+ 791.14% |
$174K - $191K
|
1.41K
$235K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 29.0% |
$164K - $180K
|
5.25K
$876K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.15K+ 43.46% |
$160K - $175K
|
3.79K
$631K
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
1.03K+ 22.5% |
$144K - $158K
|
5.62K
$938K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.02K+ 12.09% |
$142K - $156K
|
9.49K
$1.58M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
999+ 17.79% |
$139K - $152K
|
6.62K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
976+ 64.34% |
$136K - $149K
|
2.49K
$416K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
921+ 26.54% |
$128K - $141K
|
4.39K
$732K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
905+ 0.74% |
$126K - $138K
|
123K
$20.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
863+ 22.08% |
$120K - $132K
|
4.77K
$796K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
858+ 0.68% |
$119K - $131K
|
127K
$21.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
852New |
$119K - $130K
|
852
$142K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
835+ 53.35% |
$116K - $127K
|
2.4K
$400K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
820+ 17.79% |
$114K - $125K
|
5.43K
$905K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
820+ 23.66% |
$114K - $125K
|
4.29K
$715K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
814+ 34.82% |
$113K - $124K
|
3.15K
$526K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
762+ 1411.11% |
$106K - $116K
|
816
$136K
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
732+ 2.58% |
$102K - $112K
|
29.1K
$4.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
689+ 40.2% |
$95.9K - $105K
|
2.4K
$401K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
682New |
$94.9K - $104K
|
682
$114K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
681+ 2.53% |
$94.8K - $104K
|
27.6K
$4.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
670+ 4.32% |
$93.2K - $102K
|
16.2K
$2.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
638+ 7.07% |
$88.8K - $97.4K
|
9.66K
$1.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
610+ 17.81% |
$84.9K - $93.1K
|
4.04K
$673K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
556+ 1.13% |
$77.4K - $84.9K
|
49.8K
$8.31M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
551New |
$76.7K - $84.1K
|
551
$91.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
494+ 47.96% |
$68.7K - $75.4K
|
1.52K
$254K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
479+ 4.53% |
$66.6K - $73.1K
|
11.1K
$1.84M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
461+ 9.98% |
$64.1K - $70.4K
|
5.08K
$847K
|
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
457+ 12.89% |
$63.6K - $69.8K
|
4K
$667K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
455+ 4.59% |
$63.3K - $69.5K
|
10.4K
$1.73M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
455+ 29.74% |
$63.3K - $69.5K
|
1.99K
$331K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
447New |
$62.2K - $68.2K
|
447
$74.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
406+ 2.72% |
$56.5K - $62K
|
15.3K
$2.55M
|