Purchases and Sales Made in Q3 2022 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q3 2022. 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 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.89K+ 98.48% |
$838K - $998K
|
11.9K
$1.98M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
5.78KNew |
$823K - $980K
|
5.78K
$962K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.68K+ 18.26% |
$666K - $793K
|
30.3K
$5.04M
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
4.61K+ 14.28% |
$656K - $781K
|
36.9K
$6.14M
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.27KNew |
$608K - $724K
|
4.27K
$711K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.2K+ 50.0% |
$597K - $712K
|
12.6K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.01K+ 142.45% |
$570K - $679K
|
6.82K
$1.13M
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4KNew |
$568K - $677K
|
4K
$665K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.95KNew |
$562K - $670K
|
3.95K
$658K
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
3.91K+ 20.95% |
$557K - $663K
|
22.6K
$3.76M
|
|
Oct 18, 2022
Q3 2022
|
Polianta LTD
|
BUY
|
- |
3.6K+ 13.33% |
$512K - $610K
|
30.6K
$5.09M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.49K+ 104.36% |
$497K - $592K
|
6.84K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.47KNew |
$494K - $588K
|
3.47K
$578K
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.2KNew |
$455K - $542K
|
3.2K
$533K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.05K+ 2.39% |
$434K - $516K
|
131K
$21.7M
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 48.84% |
$430K - $512K
|
9.22K
$1.53M
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.01K+ 76.69% |
$429K - $511K
|
6.94K
$1.16M
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.01K+ 76.69% |
$429K - $511K
|
6.94K
$1.16M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.92K+ 81.98% |
$415K - $494K
|
6.48K
$1.08M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.48KNew |
$353K - $420K
|
2.48K
$413K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.43K+ 83.86% |
$346K - $412K
|
5.33K
$887K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.34K+ 12.06% |
$333K - $397K
|
21.8K
$3.62M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.34K+ 57.32% |
$333K - $396K
|
6.42K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.22KNew |
$315K - $375K
|
2.22K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.17K+ 18.52% |
$308K - $367K
|
13.9K
$2.31M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.1K+ 87.04% |
$299K - $356K
|
4.52K
$752K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.07K+ 85.48% |
$295K - $351K
|
4.5K
$749K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.01KNew |
$286K - $341K
|
2.01K
$335K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.98K+ 105.54% |
$282K - $335K
|
3.86K
$642K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.95K+ 46.3% |
$277K - $330K
|
6.15K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.95K+ 35.23% |
$277K - $330K
|
7.47K
$1.24M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.93KNew |
$275K - $327K
|
1.93K
$321K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.93K+ 24.91% |
$274K - $326K
|
9.65K
$1.61M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.85K+ 2.37% |
$263K - $314K
|
79.8K
$13.3M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.81K+ 165.18% |
$258K - $307K
|
2.91K
$484K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.79KNew |
$254K - $303K
|
1.79K
$297K
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.78KNew |
$253K - $301K
|
1.78K
$296K
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.73KNew |
$246K - $293K
|
1.73K
$288K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.72K+ 22.29% |
$244K - $291K
|
9.41K
$1.57M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.71KNew |
$243K - $290K
|
1.71K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.6K+ 100.0% |
$228K - $272K
|
3.21K
$534K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.52K+ 16.8% |
$217K - $258K
|
10.6K
$1.76M
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
1.48KNew |
$211K - $251K
|
1.48K
$246K
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.47KNew |
$210K - $250K
|
1.47K
$245K
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
1.47K+ 31.11% |
$209K - $249K
|
6.2K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.44KNew |
$204K - $243K
|
1.44K
$239K
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.43K+ 19.41% |
$203K - $242K
|
8.78K
$1.46M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$202K - $241K
|
1.42K
$237K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.41KNew |
$201K - $239K
|
1.41K
$235K
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.39K+ 16.11% |
$198K - $236K
|
10K
$1.67M
|