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
|
Curran Financial Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$293 - $349
|
8.82K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$293 - $349
|
2.7K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.05% |
$293 - $349
|
3.76K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 0.76% |
$293 - $349
|
264
$43.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.44% |
$147 - $175
|
226
$37.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 1.89% |
$147 - $175
|
54
$8.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.95% |
$147 - $175
|
106
$17.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1+ 0.04% |
$147 - $175
|
2.6K
$433K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.3% |
$147 - $175
|
78
$13K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 1.54% |
$147 - $175
|
66
$11K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.07% |
$147 - $175
|
1.53K
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.03% |
$147 - $175
|
3.87K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1- 0.07% |
$147 - $175
|
1.47K
$244K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-9- 0.42% |
$1.32K - $1.57K
|
2.12K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-13- 1.03% |
$1.91K - $2.27K
|
1.25K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-15- 1.89% |
$2.2K - $2.62K
|
780
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16- 0.31% |
$2.35K - $2.79K
|
5.18K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-16- 1.05% |
$2.35K - $2.79K
|
1.51K
$252K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-17- 4.53% |
$2.49K - $2.97K
|
358
$59.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-17- 0.89% |
$2.49K - $2.97K
|
1.9K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-20- 0.94% |
$2.93K - $3.49K
|
2.12K
$353K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 0.57% |
$3.52K - $4.19K
|
4.2K
$698K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-28- 1.39% |
$4.11K - $4.89K
|
1.99K
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-30- 1.82% |
$4.4K - $5.24K
|
1.62K
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-31- 6.83% |
$4.55K - $5.41K
|
423
$70.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-31- 1.43% |
$4.55K - $5.41K
|
2.14K
$356K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35- 1.21% |
$5.13K - $6.11K
|
2.86K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-35- 70.0% |
$5.13K - $6.11K
|
15
$2.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-40- 2.35% |
$5.87K - $6.98K
|
1.66K
$276K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-42- 22.58% |
$6.16K - $7.33K
|
144
$24K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-43- 1.13% |
$6.31K - $7.51K
|
3.76K
$625K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-44- 1.93% |
$6.45K - $7.68K
|
2.24K
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.49% |
$8.8K - $10.5K
|
2.35K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-60- 19.48% |
$8.8K - $10.5K
|
248
$41.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-64- 4.4% |
$9.38K - $11.2K
|
1.39K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-65- 0.12% |
$9.53K - $11.3K
|
52.2K
$8.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-66- 1.23% |
$9.68K - $11.5K
|
5.29K
$881K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-68- 2.47% |
$9.97K - $11.9K
|
2.69K
$447K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-77- 3.09% |
$11.3K - $13.4K
|
2.41K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 2.66% |
$12.6K - $15K
|
3.14K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-92- 4.48% |
$13.5K - $16.1K
|
1.96K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-94- 3.52% |
$13.8K - $16.4K
|
2.58K
$429K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-99- 99.0% |
$14.5K - $17.3K
|
1
$166
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-102- 6.6% |
$15K - $17.8K
|
1.44K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-103- 16.94% |
$15.1K - $18K
|
505
$84K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-118- 49.79% |
$17.3K - $20.6K
|
119
$19.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-120- 0.71% |
$17.6K - $20.9K
|
16.7K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-123- 5.45% |
$18K - $21.5K
|
2.13K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-124- 3.47% |
$18.2K - $21.6K
|
3.45K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-129- 1.21% |
$18.9K - $22.5K
|
10.5K
$1.75M
|