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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
357+ 8.15% |
$52.4K - $62.3K
|
4.74K
$789K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
350+ 7.19% |
$51.3K - $61.1K
|
5.22K
$868K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
341+ 8.64% |
$50K - $59.5K
|
4.29K
$714K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
333New |
$48.8K - $58.1K
|
333
$55.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
328+ 8.07% |
$48.1K - $57.2K
|
4.39K
$731K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
301+ 3.84% |
$44.1K - $52.5K
|
8.14K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
300+ 125.0% |
$44K - $52.4K
|
540
$89.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300+ 63.16% |
$44K - $52.4K
|
775
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
288+ 3600.0% |
$42.2K - $50.3K
|
296
$49.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
278+ 213.85% |
$40.8K - $48.5K
|
408
$67.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
273+ 13.99% |
$40K - $47.6K
|
2.22K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
270+ 0.84% |
$39.6K - $47.1K
|
32.5K
$5.41M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
269+ 6.68% |
$39.4K - $47K
|
4.3K
$715K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
269+ 9.35% |
$39.4K - $47K
|
3.15K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
265+ 3.69% |
$38.9K - $46.3K
|
7.46K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
249+ 5.24% |
$36.5K - $43.5K
|
5K
$832K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
247+ 30.53% |
$36.2K - $43.1K
|
1.06K
$176K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
245+ 0.72% |
$35.9K - $42.8K
|
34.3K
$5.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
221+ 2.39% |
$32.4K - $38.6K
|
9.49K
$1.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
220+ 5.55% |
$32.3K - $38.4K
|
4.19K
$697K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
220+ 18.6% |
$32.3K - $38.4K
|
1.4K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
212New |
$31.1K - $37K
|
212
$35.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
204+ 2.81% |
$29.9K - $35.6K
|
7.46K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
198+ 2.7% |
$29K - $34.6K
|
7.52K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
188+ 2.04% |
$27.6K - $32.8K
|
9.43K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
188+ 27.57% |
$27.6K - $32.8K
|
870
$145K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
181New |
$26.5K - $31.6K
|
181
$30.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
175New |
$25.7K - $30.5K
|
175
$29.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
170+ 2.49% |
$24.9K - $29.7K
|
7.01K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
167New |
$24.5K - $29.1K
|
167
$27.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
163+ 6.3% |
$23.9K - $28.5K
|
2.75K
$458K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
160+ 0.26% |
$23.5K - $27.9K
|
62.6K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
158+ 0.84% |
$23.2K - $27.6K
|
18.9K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
155+ 11.23% |
$22.7K - $27.1K
|
1.54K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
155New |
$22.7K - $27.1K
|
155
$25.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
152+ 11.13% |
$22.3K - $26.5K
|
1.52K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
150+ 9.48% |
$22K - $26.2K
|
1.73K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
150+ 3.74% |
$22K - $26.2K
|
4.16K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
148+ 4.97% |
$21.7K - $25.8K
|
3.13K
$521K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
140+ 0.74% |
$20.5K - $24.4K
|
19.1K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
136+ 0.94% |
$19.9K - $23.7K
|
14.6K
$2.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
134+ 86.45% |
$19.6K - $23.4K
|
289
$48.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
123+ 15.36% |
$18K - $21.5K
|
924
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
120New |
$17.6K - $20.9K
|
120
$20K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
118+ 2.08% |
$17.3K - $20.6K
|
5.79K
$963K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
105+ 2.69% |
$15.4K - $18.3K
|
4.01K
$667K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
101+ 2.76% |
$14.8K - $17.6K
|
3.76K
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
95+ 4.59% |
$13.9K - $16.6K
|
2.16K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
93+ 1.6% |
$13.6K - $16.2K
|
5.9K
$982K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 0.92% |
$13.3K - $15.9K
|
10K
$1.67M
|