Purchases and Sales Made in Q3 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q3 2023. 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, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.45K+ 323.46% |
$693K - $809K
|
7.13K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.25KNew |
$667K - $779K
|
5.25K
$870K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.78K+ 37.52% |
$608K - $709K
|
17.5K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.73KNew |
$602K - $702K
|
4.73K
$784K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.53K+ 12.41% |
$577K - $673K
|
41.1K
$6.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.44K+ 66.88% |
$565K - $660K
|
11.1K
$1.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.25K+ 173.88% |
$540K - $631K
|
6.69K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.2KNew |
$534K - $624K
|
4.2K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4K+ 119.4% |
$509K - $594K
|
7.35K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.87K+ 123.99% |
$493K - $575K
|
6.99K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.83K+ 0.64% |
$487K - $568K
|
599K
$99.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.82K+ 79.16% |
$486K - $568K
|
8.65K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
3.66K+ 11.13% |
$465K - $543K
|
36.5K
$6.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.64K+ 9.63% |
$463K - $541K
|
41.5K
$6.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.58KNew |
$455K - $531K
|
3.58K
$593K
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3.47K+ 77.51% |
$442K - $516K
|
7.96K
$1.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.25KNew |
$413K - $483K
|
3.25K
$539K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.1K+ 11.55% |
$395K - $461K
|
30K
$4.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.94K+ 4.84% |
$374K - $436K
|
63.6K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$359K - $419K
|
2.82K
$468K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.8K+ 13.26% |
$357K - $417K
|
24K
$3.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.58KNew |
$329K - $384K
|
2.58K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.44KNew |
$310K - $362K
|
2.44K
$404K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
2.32K+ 4.4% |
$295K - $344K
|
55K
$9.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.19K+ 51.32% |
$279K - $326K
|
6.47K
$1.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.14K+ 8.53% |
$272K - $318K
|
27.2K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.13K+ 18.57% |
$271K - $316K
|
13.6K
$2.25M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.13KNew |
$271K - $316K
|
2.13K
$353K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.01KNew |
$256K - $299K
|
2.01K
$334K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.01KNew |
$256K - $299K
|
2.01K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.91K+ 0.51% |
$243K - $284K
|
377K
$62.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.74KNew |
$222K - $259K
|
1.74K
$289K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
1.73K+ 2.82% |
$219K - $256K
|
62.9K
$10.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.66K+ 27.36% |
$211K - $246K
|
7.72K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.65K+ 25.03% |
$209K - $244K
|
8.22K
$1.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.5K+ 74.34% |
$191K - $223K
|
3.52K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.47K+ 19.26% |
$187K - $218K
|
9.1K
$1.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
1.41K+ 99.79% |
$179K - $209K
|
2.81K
$467K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.39K+ 10.87% |
$177K - $206K
|
14.2K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.24K+ 49.92% |
$158K - $184K
|
3.72K
$617K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.07K+ 14.74% |
$135K - $158K
|
8.29K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
943+ 11.73% |
$120K - $140K
|
8.98K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
933New |
$119K - $139K
|
933
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
926+ 32.42% |
$118K - $138K
|
3.78K
$627K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
922+ 30.83% |
$117K - $137K
|
3.91K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
904+ 2.48% |
$115K - $134K
|
37.4K
$6.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
900+ 53.73% |
$115K - $134K
|
2.58K
$427K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$115K - $134K
|
900
$149K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
889+ 45.78% |
$113K - $132K
|
2.83K
$470K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
889+ 6.1% |
$113K - $132K
|
15.5K
$2.56M
|