Purchases and Sales Made in Q3 2024 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q3 2024. 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 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.59KNew |
$380K - $452K
|
2.59K
$431K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.5KNew |
$366K - $436K
|
2.5K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.35K+ 39.21% |
$344K - $409K
|
8.33K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 10.32% |
$342K - $407K
|
24.9K
$4.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$342K - $407K
|
2.33K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.18KNew |
$319K - $380K
|
2.18K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.06K+ 1.75% |
$302K - $360K
|
120K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.02K+ 16.13% |
$296K - $352K
|
14.5K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2K+ 5.93% |
$293K - $349K
|
35.7K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.94KNew |
$284K - $338K
|
1.94K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.94K+ 25.18% |
$284K - $338K
|
9.62K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.93K+ 3.49% |
$283K - $336K
|
57.1K
$9.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.88K+ 102.01% |
$276K - $328K
|
3.72K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.88K+ 117.32% |
$275K - $327K
|
3.48K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.84K+ 36.46% |
$270K - $321K
|
6.89K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.83KNew |
$269K - $320K
|
1.83K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.76KNew |
$258K - $307K
|
1.76K
$293K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.69KNew |
$248K - $295K
|
1.69K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.68K+ 20.43% |
$246K - $293K
|
9.9K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.66K+ 7.01% |
$244K - $290K
|
25.4K
$4.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.65K+ 46.23% |
$243K - $289K
|
5.23K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.63K+ 6.39% |
$239K - $284K
|
27.1K
$4.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.6KNew |
$235K - $280K
|
1.6K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 32.62% |
$223K - $265K
|
6.18K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.45KNew |
$212K - $252K
|
1.45K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 126.74% |
$211K - $251K
|
2.57K
$428K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.43K+ 49.4% |
$210K - $250K
|
4.33K
$721K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.41KNew |
$207K - $247K
|
1.41K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.36KNew |
$199K - $237K
|
1.36K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.35KNew |
$198K - $236K
|
1.35K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.34KNew |
$197K - $234K
|
1.34K
$223K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 1.01% |
$194K - $231K
|
132K
$22M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.32KNew |
$194K - $231K
|
1.32K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.3KNew |
$191K - $227K
|
1.3K
$217K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.3KNew |
$191K - $227K
|
1.3K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.26KNew |
$185K - $221K
|
1.26K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.26KNew |
$184K - $219K
|
1.26K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$184K - $219K
|
1.25K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.25KNew |
$183K - $218K
|
1.25K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.25K+ 20.64% |
$183K - $218K
|
7.29K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.24KNew |
$182K - $216K
|
1.24K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.24KNew |
$182K - $216K
|
1.24K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.23KNew |
$181K - $215K
|
1.23K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.22KNew |
$179K - $214K
|
1.22K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.22K+ 37.58% |
$179K - $213K
|
4.48K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.22KNew |
$179K - $213K
|
1.22K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.2KNew |
$176K - $209K
|
1.2K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.19KNew |
$175K - $208K
|
1.19K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.18KNew |
$173K - $206K
|
1.18K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.18KNew |
$173K - $206K
|
1.18K
$196K
|