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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-615- 2.46% |
$90.2K - $107K
|
24.4K
$4.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-697- 6.45% |
$102K - $122K
|
10.1K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-752- 10.51% |
$110K - $131K
|
6.4K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-760- 3.81% |
$111K - $133K
|
19.2K
$3.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-761- 16.84% |
$112K - $133K
|
3.76K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-783- 7.07% |
$115K - $137K
|
10.3K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-800- 4.17% |
$117K - $140K
|
18.4K
$3.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-805- 7.0% |
$118K - $141K
|
10.7K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-808- 15.66% |
$118K - $141K
|
4.35K
$724K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-832- 0.52% |
$122K - $145K
|
158K
$26.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-869- 34.05% |
$127K - $152K
|
1.68K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-888- 1.09% |
$130K - $155K
|
80.7K
$13.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-960- 5.19% |
$141K - $168K
|
17.5K
$2.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-978- 11.46% |
$143K - $171K
|
7.56K
$1.26M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-1.01K- 20.58% |
$148K - $176K
|
3.89K
$648K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.02K- 11.24% |
$149K - $178K
|
8.05K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 1.55% |
$152K - $181K
|
65.9K
$11M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.05K- 1.9% |
$155K - $184K
|
54.4K
$9.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.1K- 13.39% |
$161K - $191K
|
7.09K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.22K- 92.41% |
$178K - $212K
|
100
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.31K- 59.19% |
$192K - $228K
|
902
$150K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.37K- 20.53% |
$201K - $239K
|
5.3K
$882K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 4.71% |
$209K - $249K
|
28.8K
$4.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.44K- 21.93% |
$212K - $252K
|
5.14K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 10.93% |
$212K - $253K
|
11.8K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.5K- 2.57% |
$219K - $261K
|
56.7K
$9.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.51K- 18.48% |
$221K - $263K
|
6.65K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.61K- 7.1% |
$236K - $281K
|
21.1K
$3.51M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.69K- 5.52% |
$248K - $295K
|
28.9K
$4.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.71K- 20.77% |
$250K - $298K
|
6.52K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.93K- 1.47% |
$284K - $338K
|
129K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-2.08K- 22.76% |
$305K - $364K
|
7.07K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.11K- 3.48% |
$309K - $368K
|
58.5K
$9.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.19K- 2.15% |
$322K - $383K
|
99.9K
$16.6M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 33.0% |
$367K - $437K
|
5.08K
$845K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.52K- 46.55% |
$370K - $440K
|
2.9K
$482K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.56K- 49.42% |
$375K - $446K
|
2.62K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.7K- 6.69% |
$397K - $472K
|
37.7K
$6.28M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.7K- 6.69% |
$397K - $472K
|
37.7K
$6.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.71K- 28.07% |
$398K - $474K
|
6.95K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.85K- 0.78% |
$418K - $497K
|
364K
$60.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.87K- 31.11% |
$420K - $500K
|
6.35K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-3.19K- 70.58% |
$468K - $557K
|
1.33K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-3.91K- 53.97% |
$574K - $683K
|
3.34K
$555K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.99K- 8.15% |
$585K - $697K
|
45K
$7.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-4.15K- 4.77% |
$609K - $725K
|
82.9K
$13.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.41K- 36.31% |
$646K - $769K
|
7.73K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.51K- 3.13% |
$662K - $788K
|
140K
$23.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-5K- 14.29% |
$733K - $873K
|
30K
$4.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.03K- 9.2% |
$737K - $878K
|
49.7K
$8.26M
|