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
|
Jacobi Capital Management LLC
|
BUY
|
- |
54+ 12.92% |
$7.51K - $8.24K
|
472
$79.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42New |
$5.84K - $6.41K
|
42
$7.05K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
24+ 0.62% |
$3.34K - $3.66K
|
3.93K
$659K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.62% |
$3.34K - $3.66K
|
3.93K
$659K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
23+ 0.96% |
$3.2K - $3.51K
|
2.42K
$406K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22New |
$3.06K - $3.36K
|
22
$3.69K
|
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
20+ 0.56% |
$2.78K - $3.05K
|
3.57K
$598K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14+ 1.1% |
$1.95K - $2.14K
|
1.29K
$216K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$1.11K - $1.22K
|
8
$1.34K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.06% |
$557 - $611
|
6.56K
$1.1M
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
BUY
|
- |
3+ 0.04% |
$417 - $458
|
7.43K
$1.25M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
1+ 33.33% |
$139 - $153
|
4
$671
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.39% |
$139 - $153
|
257
$43.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$139 - $153
|
2.85K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 60.0% |
$417 - $458
|
2
$335
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-5- 0.1% |
$696 - $763
|
5.06K
$849K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10- 0.28% |
$1.39K - $1.53K
|
3.59K
$603K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-10- 0.39% |
$1.39K - $1.53K
|
2.54K
$426K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-12- 5.04% |
$1.67K - $1.83K
|
226
$37.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-13- 3.53% |
$1.81K - $1.98K
|
355
$59.5K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14- 9.33% |
$1.95K - $2.14K
|
136
$22.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15- 0.42% |
$2.09K - $2.29K
|
3.52K
$590K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 0.61% |
$2.78K - $3.05K
|
3.25K
$546K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-22Closed |
$3.06K - $3.36K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-23- 95.83% |
$3.2K - $3.51K
|
1
$168
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-25- 1.19% |
$3.48K - $3.82K
|
2.07K
$347K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-28- 9.66% |
$3.9K - $4.27K
|
262
$43.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-30- 0.37% |
$4.17K - $4.58K
|
8.13K
$1.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-30- 3.64% |
$4.17K - $4.58K
|
795
$133K
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-31- 0.56% |
$4.31K - $4.73K
|
5.52K
$926K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-34- 0.19% |
$4.73K - $5.19K
|
17.6K
$2.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-34Closed |
$4.73K - $5.19K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-40- 41.24% |
$5.57K - $6.11K
|
57
$9.56K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-42- 0.92% |
$5.84K - $6.41K
|
4.54K
$762K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 1.13% |
$5.98K - $6.56K
|
3.76K
$631K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 10.0% |
$6.96K - $7.63K
|
450
$75.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-60- 1.19% |
$8.35K - $9.16K
|
4.97K
$833K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-68Closed |
$9.46K - $10.4K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-70- 3.67% |
$9.74K - $10.7K
|
1.84K
$308K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-92- 0.14% |
$12.8K - $14K
|
67K
$11.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-100- 4.35% |
$13.9K - $15.3K
|
2.2K
$369K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-101Closed |
$14.1K - $15.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-105Closed |
$14.6K - $16K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-116- 4.13% |
$16.1K - $17.7K
|
2.7K
$452K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-126- 7.32% |
$17.5K - $19.2K
|
1.6K
$268K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-129- 1.52% |
$17.9K - $19.7K
|
8.35K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-141- 1.02% |
$19.6K - $21.5K
|
13.6K
$2.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-146Closed |
$20.3K - $22.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-162- 4.97% |
$22.5K - $24.7K
|
3.1K
$520K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-163- 2.96% |
$22.7K - $24.9K
|
5.34K
$896K
|