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 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400+ 160.0% |
$55.7K - $61.1K
|
650
$108K
|
|
|
Jan 19, 2022
Q3 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
400+ 8.69% |
$55.7K - $61.1K
|
5.01K
$835K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
394New |
$54.8K - $60.1K
|
394
$65.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
375+ 13.32% |
$52.2K - $57.2K
|
3.19K
$532K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
355+ 8.42% |
$49.4K - $54.2K
|
4.57K
$762K
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
335New |
$46.6K - $51.1K
|
335
$55.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
297+ 3.41% |
$41.3K - $45.3K
|
9K
$1.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
293+ 69.6% |
$40.8K - $44.7K
|
714
$119K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
288+ 2.6% |
$40.1K - $44K
|
11.4K
$1.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
285+ 558.82% |
$39.7K - $43.5K
|
336
$56K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
273+ 5.11% |
$38K - $41.7K
|
5.62K
$937K
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
266+ 13.17% |
$37K - $40.6K
|
2.29K
$381K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
265+ 3.89% |
$36.9K - $40.4K
|
7.07K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
259+ 15.95% |
$36K - $39.5K
|
1.88K
$314K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
250+ 16.52% |
$34.8K - $38.2K
|
1.76K
$294K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
239+ 1.47% |
$33.3K - $36.5K
|
16.5K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
233+ 6.46% |
$32.4K - $35.6K
|
3.84K
$641K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
225+ 2.0% |
$31.3K - $34.3K
|
11.5K
$1.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
215+ 0.92% |
$29.9K - $32.8K
|
23.7K
$3.95M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
210+ 12.71% |
$29.2K - $32.1K
|
1.86K
$310K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
193+ 10.89% |
$26.9K - $29.5K
|
1.97K
$328K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
191+ 10.16% |
$26.6K - $29.2K
|
2.07K
$345K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
190+ 0.65% |
$26.4K - $29K
|
29.6K
$4.93M
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
187+ 1.6% |
$26K - $28.5K
|
11.8K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
182+ 0.93% |
$25.3K - $27.8K
|
19.7K
$3.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
180New |
$25K - $27.5K
|
180
$30K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
170New |
$23.7K - $25.9K
|
170
$28.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
169+ 1.32% |
$23.5K - $25.8K
|
13K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
164New |
$22.8K - $25K
|
164
$27.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
163+ 9.52% |
$22.7K - $24.9K
|
1.88K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
155+ 7.43% |
$21.6K - $23.7K
|
2.24K
$373K
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
150+ 3.76% |
$20.9K - $22.9K
|
4.14K
$690K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
141+ 3.04% |
$19.6K - $21.5K
|
4.78K
$797K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
135New |
$18.8K - $20.6K
|
135
$22.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
131+ 7.64% |
$18.2K - $20K
|
1.85K
$308K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
125+ 1.95% |
$17.4K - $19.1K
|
6.53K
$1.09M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
125+ 65.79% |
$17.4K - $19.1K
|
315
$52.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
122+ 6.87% |
$17K - $18.6K
|
1.9K
$316K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
115+ 5.44% |
$16K - $17.6K
|
2.23K
$372K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
110+ 100.0% |
$15.3K - $16.8K
|
220
$36.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
100+ 5.4% |
$13.9K - $15.3K
|
1.95K
$325K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 8.85% |
$13.9K - $15.3K
|
1.23K
$205K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
99+ 3.19% |
$13.8K - $15.1K
|
3.2K
$534K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
98+ 2.2% |
$13.6K - $15K
|
4.55K
$759K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
92New |
$12.8K - $14K
|
92
$15.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
77+ 3.72% |
$10.7K - $11.8K
|
2.15K
$358K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
75New |
$10.4K - $11.4K
|
75
$12.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
71+ 2.71% |
$9.88K - $10.8K
|
2.69K
$449K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
70+ 2.29% |
$9.74K - $10.7K
|
3.12K
$521K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
67+ 2.24% |
$9.32K - $10.2K
|
3.06K
$510K
|