Purchases and Sales Made in Q4 2022 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
244K+ 1507.49% |
$32.8M - $38.6M
|
260K
$43.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
134KNew |
$18M - $21.2M
|
134K
$22.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80.8K+ 22.59% |
$10.8M - $12.8M
|
439K
$73.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
76KNew |
$10.2M - $12M
|
76K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.7K+ 11.53% |
$8.28M - $9.76M
|
597K
$100M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.4K+ 4.88% |
$6.5M - $7.66M
|
1.04M
$175M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
43.6K+ 143.87% |
$5.85M - $6.9M
|
73.9K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
42KNew |
$5.64M - $6.65M
|
42K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
40.5KNew |
$5.44M - $6.41M
|
40.5K
$6.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
30KNew |
$4.03M - $4.75M
|
30K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
28.9KNew |
$3.88M - $4.58M
|
28.9K
$4.86M
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
25.7KNew |
$3.45M - $4.07M
|
25.7K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.1K+ 19.38% |
$3.37M - $3.97M
|
155K
$25.9M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
22KNew |
$2.95M - $3.47M
|
22K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
20.4K+ 11717.82% |
$2.74M - $3.22M
|
20.6K
$3.45M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
19.4KNew |
$2.61M - $3.08M
|
19.4K
$3.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
18.1KNew |
$2.43M - $2.87M
|
18.1K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18K+ 264.3% |
$2.42M - $2.85M
|
24.8K
$4.17M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.3KNew |
$2.18M - $2.57M
|
16.3K
$2.73M
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
15.6KNew |
$2.09M - $2.47M
|
15.6K
$2.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.4K+ 40.83% |
$1.93M - $2.28M
|
49.7K
$8.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
12.4K+ 4.41% |
$1.67M - $1.96M
|
294K
$49.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$1.49M - $1.75M
|
11.1K
$1.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
10KNew |
$1.34M - $1.58M
|
10K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9.84KNew |
$1.32M - $1.56M
|
9.84K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
9.72KNew |
$1.3M - $1.54M
|
9.72K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.6KNew |
$1.29M - $1.52M
|
9.6K
$1.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9.07KNew |
$1.22M - $1.43M
|
9.07K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
9.06K+ 4.76% |
$1.22M - $1.43M
|
199K
$33.5M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
8.97K+ 31.11% |
$1.2M - $1.42M
|
37.8K
$6.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.89K+ 3.54% |
$1.19M - $1.41M
|
260K
$43.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.83K+ 41.54% |
$1.18M - $1.4M
|
30.1K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.65K+ 205.96% |
$1.16M - $1.37M
|
12.8K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.37KNew |
$989K - $1.17M
|
7.37K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7.11K+ 392.54% |
$953K - $1.12M
|
8.92K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.09K+ 37.78% |
$952K - $1.12M
|
25.9K
$4.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.82K+ 396.92% |
$916K - $1.08M
|
8.54K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.33KNew |
$849K - $1M
|
6.33K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.9K+ 7.68% |
$791K - $933K
|
82.6K
$13.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.58K+ 13.35% |
$749K - $883K
|
47.4K
$7.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.53K+ 6.97% |
$743K - $875K
|
84.9K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.37KNew |
$720K - $849K
|
5.37K
$900K
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.21KNew |
$699K - $823K
|
5.21K
$873K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
4.99KNew |
$670K - $789K
|
4.99K
$837K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.96KNew |
$666K - $785K
|
4.96K
$832K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
4.63KNew |
$621K - $732K
|
4.63K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.59K+ 307.65% |
$616K - $725K
|
6.08K
$1.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.57K+ 24.16% |
$613K - $723K
|
23.5K
$3.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
4.11KNew |
$551K - $650K
|
4.11K
$689K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.04K+ 46.37% |
$543K - $640K
|
12.8K
$2.14M
|