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 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-666- 9.71% |
$84.7K - $98.9K
|
6.19K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-695- 5.06% |
$88.4K - $103K
|
13K
$2.16M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-703- 49.72% |
$89.4K - $104K
|
711
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-705- 7.03% |
$89.7K - $105K
|
9.32K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-710- 27.14% |
$90.3K - $105K
|
1.91K
$316K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-735- 11.88% |
$93.5K - $109K
|
5.45K
$905K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-750- 28.62% |
$95.4K - $111K
|
1.87K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-785- 4.49% |
$99.9K - $117K
|
16.7K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-847- 6.6% |
$108K - $126K
|
12K
$1.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-862- 8.99% |
$110K - $128K
|
8.73K
$1.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-873- 31.27% |
$111K - $130K
|
1.92K
$318K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-932- 12.01% |
$119K - $138K
|
6.83K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-952- 7.31% |
$121K - $141K
|
12.1K
$2M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-990- 37.04% |
$126K - $147K
|
1.68K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-998- 36.79% |
$127K - $148K
|
1.72K
$284K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 16.77% |
$137K - $160K
|
5.35K
$888K
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.11K- 13.17% |
$141K - $164K
|
7.3K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.16K- 3.74% |
$148K - $172K
|
29.9K
$4.96M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.2K- 16.46% |
$153K - $179K
|
6.11K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.25K- 45.61% |
$159K - $186K
|
1.49K
$248K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.28K- 20.6% |
$162K - $190K
|
4.92K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.31K- 22.58% |
$167K - $195K
|
4.5K
$746K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.35K- 75.03% |
$171K - $200K
|
448
$74.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.35K- 4.06% |
$172K - $201K
|
31.9K
$5.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.4K- 37.9% |
$178K - $208K
|
2.29K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.63K- 36.6% |
$208K - $243K
|
2.83K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.69K- 47.08% |
$215K - $251K
|
1.9K
$314K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.69K- 6.93% |
$215K - $251K
|
22.7K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.79K- 32.33% |
$228K - $266K
|
3.75K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.83K- 10.0% |
$233K - $272K
|
16.5K
$2.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.87K- 22.65% |
$238K - $278K
|
6.38K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.91K- 27.83% |
$242K - $283K
|
4.94K
$819K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.02K- 11.56% |
$257K - $300K
|
15.5K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.08K- 39.65% |
$265K - $309K
|
3.17K
$525K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.13K- 45.8% |
$271K - $317K
|
2.52K
$419K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.25K- 2.55% |
$286K - $333K
|
85.7K
$14.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.4K- 3.75% |
$306K - $357K
|
61.7K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.69K- 12.53% |
$342K - $399K
|
18.7K
$3.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.83K- 2.29% |
$360K - $421K
|
121K
$20.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.91K- 9.98% |
$370K - $432K
|
26.2K
$4.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.01K- 10.3% |
$383K - $447K
|
26.2K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.12K- 5.53% |
$397K - $464K
|
53.3K
$8.84M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.41K- 19.03% |
$434K - $507K
|
14.5K
$2.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.7K- 99.78% |
$470K - $549K
|
8
$1.33K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3.74K- 28.88% |
$475K - $555K
|
9.2K
$1.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4.04K- 38.45% |
$514K - $601K
|
6.47K
$1.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.33K- 2.33% |
$550K - $642K
|
181K
$30.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.68K- 31.25% |
$596K - $696K
|
10.3K
$1.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.22K- 3.93% |
$664K - $775K
|
128K
$21.2M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.5K- 59.41% |
$699K - $816K
|
3.75K
$623K
|