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 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 2.65% |
$198K - $235K
|
51.1K
$8.51M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.52K- 20.6% |
$217K - $258K
|
5.88K
$978K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.7K- 27.44% |
$242K - $288K
|
4.5K
$749K
|
|
|
Oct 21, 2022
Q3 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-1.82K- 2.33% |
$259K - $308K
|
76.4K
$12.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 3.93% |
$297K - $354K
|
51K
$8.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-2.27K- 6.01% |
$322K - $384K
|
35.4K
$5.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.43K- 5.07% |
$346K - $412K
|
45.5K
$7.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
SELL
|
- |
-2.47K- 5.17% |
$352K - $419K
|
45.3K
$7.54M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.49K- 25.39% |
$354K - $421K
|
7.3K
$1.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.49K- 4.78% |
$355K - $422K
|
49.6K
$8.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-3.38K- 44.63% |
$481K - $573K
|
4.2K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.4KClosed |
$484K - $577K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.45K- 20.5% |
$491K - $585K
|
13.4K
$2.23M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.68K- 5.11% |
$524K - $624K
|
68.4K
$11.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.86K- 4.78% |
$549K - $653K
|
76.8K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-6.05K- 79.38% |
$860K - $1.02M
|
1.57K
$261K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.14K- 11.27% |
$873K - $1.04M
|
48.3K
$8.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-6.57K- 49.92% |
$935K - $1.11M
|
6.59K
$1.1M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.73K- 12.26% |
$957K - $1.14M
|
48.2K
$8.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-7.16K- 33.74% |
$1.02M - $1.21M
|
14.1K
$2.34M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.98K- 7.65% |
$1.28M - $1.52M
|
108K
$18M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-9.05K- 13.26% |
$1.29M - $1.53M
|
59.2K
$9.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10.4K- 71.03% |
$1.49M - $1.77M
|
4.26K
$709K
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.6K- 86.0% |
$1.5M - $1.79M
|
1.72K
$286K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.6K- 35.22% |
$1.64M - $1.96M
|
21.3K
$3.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-17.4KClosed |
$2.47M - $2.94M
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21.8K- 9.71% |
$3.11M - $3.7M
|
203K
$33.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-35.2K- 69.57% |
$5.01M - $5.96M
|
15.4K
$2.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-47.4K- 66.54% |
$6.74M - $8.03M
|
23.8K
$3.97M
|