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 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 0.92% |
$13.3K - $15.9K
|
10K
$1.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
91+ 64.54% |
$13.3K - $15.9K
|
232
$41.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
86+ 2.35% |
$12.6K - $15K
|
3.75K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
84+ 2.76% |
$12.3K - $14.7K
|
3.13K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
81+ 69.83% |
$11.9K - $14.1K
|
197
$34.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
79+ 3.38% |
$11.6K - $13.8K
|
2.42K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
74+ 0.86% |
$10.9K - $12.9K
|
8.71K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
72+ 67.29% |
$10.6K - $12.6K
|
179
$31.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
71+ 2.43% |
$10.4K - $12.4K
|
3K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
71+ 1.04% |
$10.4K - $12.4K
|
6.91K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
68New |
$9.97K - $11.9K
|
68
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
67+ 4.68% |
$9.82K - $11.7K
|
1.5K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
58+ 2.18% |
$8.51K - $10.1K
|
2.72K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
51+ 0.96% |
$7.48K - $8.9K
|
5.36K
$949K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
49+ 0.86% |
$7.19K - $8.55K
|
5.72K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
47+ 0.76% |
$6.89K - $8.2K
|
6.23K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
40+ 3.17% |
$5.87K - $6.98K
|
1.3K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
34+ 0.57% |
$4.99K - $5.93K
|
6.03K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
34+ 2.24% |
$4.99K - $5.93K
|
1.55K
$275K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
31+ 1.96% |
$4.55K - $5.41K
|
1.61K
$285K
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
31+ 1.96% |
$4.55K - $5.41K
|
1.61K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
30+ 0.46% |
$4.4K - $5.24K
|
6.54K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
30New |
$4.4K - $5.24K
|
30
$5.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
29+ 0.25% |
$4.25K - $5.06K
|
11.6K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
27New |
$3.96K - $4.71K
|
27
$4.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.78% |
$3.67K - $4.36K
|
3.23K
$571K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
24+ 0.3% |
$3.52K - $4.19K
|
8.12K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
23+ 0.21% |
$3.37K - $4.01K
|
11.1K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20New |
$2.93K - $3.49K
|
20
$3.54K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
20+ 2.52% |
$2.93K - $3.49K
|
813
$144K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.86% |
$2.64K - $3.14K
|
2.11K
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
17+ 0.36% |
$2.49K - $2.97K
|
4.7K
$831K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15+ 1.04% |
$2.2K - $2.62K
|
1.46K
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15New |
$2.2K - $2.62K
|
15
$2.65K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14New |
$2.05K - $2.44K
|
14
$2.48K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
12New |
$1.76K - $2.09K
|
12
$2.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11+ 0.7% |
$1.61K - $1.92K
|
1.58K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.88% |
$1.47K - $1.75K
|
1.15K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 20.0% |
$1.47K - $1.75K
|
60
$10.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.24% |
$1.47K - $1.75K
|
4.13K
$731K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8New |
$1.17K - $1.4K
|
8
$1.42K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
8+ 0.33% |
$1.17K - $1.4K
|
2.45K
$433K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7+ 0.15% |
$1.03K - $1.22K
|
4.59K
$812K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.68% |
$1.03K - $1.22K
|
1.04K
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 1.8% |
$1.03K - $1.22K
|
396
$70.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6+ 0.25% |
$880 - $1.05K
|
2.4K
$424K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$733 - $873
|
5
$885
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5+ 0.1% |
$733 - $873
|
4.78K
$846K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4+ 0.08% |
$587 - $698
|
4.89K
$865K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.06% |
$440 - $524
|
4.79K
$848K
|