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 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-86- 3.36% |
$10.9K - $12.8K
|
2.48K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-87- 1.74% |
$11.1K - $12.9K
|
4.92K
$816K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-87- 1.92% |
$11.1K - $12.9K
|
4.44K
$736K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-93- 18.98% |
$11.8K - $13.8K
|
397
$65.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-99- 28.05% |
$12.6K - $14.7K
|
254
$42.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-100- 2.43% |
$12.7K - $14.9K
|
4.01K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-100- 1.61% |
$12.7K - $14.9K
|
6.12K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-106- 14.06% |
$13.5K - $15.7K
|
648
$107K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-109- 5.33% |
$13.9K - $16.2K
|
1.94K
$321K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-109- 0.63% |
$13.9K - $16.2K
|
17.3K
$2.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-142Closed |
$18.1K - $21.1K
|
0
$0
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 23.08% |
$19.1K - $22.3K
|
500
$82.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-152- 1.11% |
$19.3K - $22.6K
|
13.5K
$2.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-162- 7.36% |
$20.6K - $24.1K
|
2.04K
$338K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-183- 8.23% |
$23.3K - $27.2K
|
2.04K
$339K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-186- 21.26% |
$23.7K - $27.6K
|
689
$114K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-191- 1.8% |
$24.3K - $28.4K
|
10.4K
$1.73M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-196- 11.96% |
$24.9K - $29.1K
|
1.44K
$239K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 2.25% |
$25.4K - $29.7K
|
8.7K
$1.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-203- 9.45% |
$25.8K - $30.2K
|
1.95K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-231- 7.53% |
$29.4K - $34.3K
|
2.84K
$471K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-251- 2.53% |
$31.9K - $37.3K
|
9.65K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-287- 8.17% |
$36.5K - $42.6K
|
3.22K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-289- 11.64% |
$36.8K - $42.9K
|
2.19K
$364K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-300- 44.44% |
$38.2K - $44.6K
|
375
$62.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-309- 1.59% |
$39.3K - $45.9K
|
19.2K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-314- 9.37% |
$40K - $46.6K
|
3.04K
$504K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-318- 9.97% |
$40.5K - $47.2K
|
2.87K
$476K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-328- 1.53% |
$41.7K - $48.7K
|
21.1K
$3.5M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-345- 10.87% |
$43.9K - $51.2K
|
2.83K
$469K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-350- 0.89% |
$44.5K - $52K
|
39K
$6.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-366- 7.38% |
$46.6K - $54.4K
|
4.59K
$761K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-368- 5.3% |
$46.8K - $54.7K
|
6.58K
$1.09M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-370- 18.4% |
$47.1K - $55K
|
1.64K
$272K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-373- 12.87% |
$47.5K - $55.4K
|
2.53K
$419K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-393- 5.16% |
$50K - $58.4K
|
7.22K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-394- 19.56% |
$50.1K - $58.5K
|
1.62K
$269K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-403- 3.29% |
$51.3K - $59.9K
|
11.8K
$1.96M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-406- 5.79% |
$51.7K - $60.3K
|
6.61K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-430- 11.79% |
$54.7K - $63.9K
|
3.22K
$533K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-460- 0.99% |
$58.5K - $68.3K
|
46.1K
$7.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-474- 18.09% |
$60.3K - $70.4K
|
2.15K
$356K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-475- 7.28% |
$60.4K - $70.6K
|
6.05K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-478- 9.38% |
$60.8K - $71K
|
4.62K
$766K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-500- 5.94% |
$63.6K - $74.3K
|
7.92K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-514- 10.89% |
$65.4K - $76.3K
|
4.21K
$698K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-556- 6.96% |
$70.7K - $82.6K
|
7.44K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-597- 5.43% |
$76K - $88.7K
|
10.4K
$1.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-620- 18.67% |
$78.9K - $92.1K
|
2.7K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-636- 23.15% |
$80.9K - $94.5K
|
2.11K
$350K
|