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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
148+ 4.25% |
$18.8K - $22K
|
3.63K
$602K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
147+ 18.89% |
$18.7K - $21.8K
|
925
$153K
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
141+ 0.78% |
$17.9K - $20.9K
|
18.2K
$3.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
138+ 2.64% |
$17.6K - $20.5K
|
5.37K
$891K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
133+ 1.29% |
$16.9K - $19.8K
|
10.4K
$1.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
128+ 387.88% |
$16.3K - $19K
|
161
$26.7K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
127+ 3.71% |
$16.2K - $18.9K
|
3.55K
$588K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
126+ 4.48% |
$16K - $18.7K
|
2.94K
$488K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
125New |
$15.9K - $18.6K
|
125
$20.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
124+ 3.03% |
$15.8K - $18.4K
|
4.21K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
119+ 4.99% |
$15.1K - $17.7K
|
2.51K
$416K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
112+ 0.32% |
$14.2K - $16.6K
|
35K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
110+ 3.97% |
$14K - $16.3K
|
2.88K
$478K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
110+ 1.24% |
$14K - $16.3K
|
8.97K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
110+ 2.14% |
$14K - $16.3K
|
5.24K
$870K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
109New |
$13.9K - $16.2K
|
109
$18.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
108New |
$13.7K - $16K
|
108
$17.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
106+ 16.36% |
$13.5K - $15.7K
|
754
$125K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$12.7K - $14.9K
|
100
$16.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
87+ 5.46% |
$11.1K - $12.9K
|
1.68K
$279K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
87+ 21.17% |
$11.1K - $12.9K
|
498
$82.6K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
86+ 1.67% |
$10.9K - $12.8K
|
5.23K
$867K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
86+ 1.58% |
$10.9K - $12.8K
|
5.54K
$918K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
84+ 2.04% |
$10.7K - $12.5K
|
4.21K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
84+ 2.79% |
$10.7K - $12.5K
|
3.09K
$513K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80New |
$10.2K - $11.9K
|
80
$13.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
75+ 2.28% |
$9.54K - $11.1K
|
3.37K
$559K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
69+ 0.59% |
$8.78K - $10.2K
|
11.8K
$1.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 7.26% |
$8.27K - $9.66K
|
960
$159K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
52+ 70.27% |
$6.62K - $7.72K
|
126
$20.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
52New |
$6.62K - $7.72K
|
52
$8.63K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
40+ 0.58% |
$5.09K - $5.94K
|
6.97K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37+ 0.47% |
$4.71K - $5.5K
|
7.93K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 0.57% |
$4.45K - $5.2K
|
6.17K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
35+ 0.27% |
$4.45K - $5.2K
|
13.2K
$2.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
33+ 0.26% |
$4.2K - $4.9K
|
12.9K
$2.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$4.07K - $4.75K
|
32
$5.31K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
31+ 1.09% |
$3.94K - $4.6K
|
2.87K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
30+ 1.25% |
$3.82K - $4.46K
|
2.43K
$403K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.58% |
$3.82K - $4.46K
|
5.22K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
28+ 1.67% |
$3.56K - $4.16K
|
1.7K
$282K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
27+ 81.82% |
$3.44K - $4.01K
|
60
$9.95K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27+ 1.29% |
$3.44K - $4.01K
|
2.11K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 1.01% |
$3.31K - $3.86K
|
2.59K
$429K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 1.01% |
$3.31K - $3.86K
|
2.59K
$429K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23+ 0.71% |
$2.93K - $3.42K
|
3.27K
$543K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23+ 0.69% |
$2.93K - $3.42K
|
3.38K
$560K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 0.19% |
$2.93K - $3.42K
|
12.1K
$2.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.46% |
$2.67K - $3.12K
|
4.58K
$759K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
20New |
$2.54K - $2.97K
|
20
$3.32K
|