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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-197- 7.97% |
$27.4K - $30.1K
|
2.28K
$382K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-200Closed |
$27.8K - $30.5K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-215- 46.84% |
$29.9K - $32.8K
|
244
$40.9K
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-235- 0.54% |
$32.7K - $35.9K
|
42.9K
$7.2M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-258- 3.7% |
$35.9K - $39.4K
|
6.72K
$1.13M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-259- 0.43% |
$36K - $39.5K
|
59.9K
$10.1M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-261- 5.7% |
$36.3K - $39.8K
|
4.32K
$724K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-296- 1.35% |
$41.2K - $45.2K
|
21.7K
$3.64M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-303- 4.38% |
$42.2K - $46.2K
|
6.61K
$1.11M
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-324- 5.85% |
$45.1K - $49.5K
|
5.22K
$875K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-332Closed |
$46.2K - $50.7K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-340- 17.7% |
$47.3K - $51.9K
|
1.58K
$265K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-341- 4.61% |
$47.4K - $52.1K
|
7.05K
$1.18M
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-355- 37.06% |
$49.4K - $54.2K
|
603
$101K
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-370- 19.09% |
$51.5K - $56.5K
|
1.57K
$263K
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-370- 20.04% |
$51.5K - $56.5K
|
1.48K
$248K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-396Closed |
$55.1K - $60.4K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-400Closed |
$55.7K - $61.1K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-400- 40.0% |
$55.7K - $61.1K
|
600
$101K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-412Closed |
$57.3K - $62.9K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-440- 5.17% |
$61.2K - $67.2K
|
8.08K
$1.36M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-473- 86.95% |
$65.8K - $72.2K
|
71
$11.9K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-546- 3.53% |
$76K - $83.3K
|
14.9K
$2.5M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-577- 11.7% |
$80.3K - $88.1K
|
4.35K
$730K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-607- 3.35% |
$84.5K - $92.7K
|
17.5K
$2.93M
|
|
Nov 12, 2021
Q3 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-619- 14.84% |
$86.1K - $94.5K
|
3.55K
$596K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-699Closed |
$97.3K - $107K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-700- 7.28% |
$97.4K - $107K
|
8.92K
$1.5M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-710- 13.96% |
$98.8K - $108K
|
4.38K
$734K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-710Closed |
$98.8K - $108K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-850- 35.71% |
$118K - $130K
|
1.53K
$257K
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-908- 7.52% |
$126K - $139K
|
11.2K
$1.87M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-919- 8.18% |
$128K - $140K
|
10.3K
$1.73M
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-923- 19.54% |
$128K - $141K
|
3.8K
$637K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-951- 2.02% |
$132K - $145K
|
46.2K
$7.76M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 0.62% |
$139K - $153K
|
161K
$27M
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.09KClosed |
$152K - $167K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.11K- 3.1% |
$154K - $169K
|
34.7K
$5.81M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.25K- 88.78% |
$174K - $191K
|
158
$26.5K
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.25K- 1.95% |
$174K - $191K
|
63K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.28K- 15.2% |
$177K - $195K
|
7.11K
$1.19M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.29K- 17.79% |
$179K - $196K
|
5.94K
$996K
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.36K- 7.07% |
$189K - $208K
|
17.9K
$3M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 7.24% |
$203K - $223K
|
18.7K
$3.14M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.5K- 36.53% |
$208K - $228K
|
2.6K
$436K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.54KClosed |
$215K - $236K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.56KClosed |
$217K - $238K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6KClosed |
$223K - $244K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.67KClosed |
$233K - $255K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.69KClosed |
$235K - $258K
|
0
$0
|