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 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.49KNew |
$200K - $236K
|
1.49K
$247K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.49KNew |
$200K - $236K
|
1.49K
$247K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.46K+ 0.72% |
$195K - $230K
|
204K
$33.9M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.43KNew |
$192K - $226K
|
1.43K
$237K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.39KNew |
$186K - $219K
|
1.39K
$230K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.38K+ 2.47% |
$185K - $219K
|
57.3K
$9.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.38KNew |
$185K - $218K
|
1.38K
$229K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.36KNew |
$183K - $216K
|
1.36K
$226K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.33KNew |
$178K - $210K
|
1.33K
$220K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.32KNew |
$177K - $208K
|
1.32K
$218K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$176K - $208K
|
1.31K
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.31KNew |
$176K - $207K
|
1.31K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.27K+ 3.68% |
$170K - $201K
|
35.7K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 5.5% |
$161K - $189K
|
23K
$3.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.19K+ 20.52% |
$159K - $188K
|
6.97K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.11K+ 121.71% |
$149K - $176K
|
2.02K
$335K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.1K+ 397.1% |
$147K - $173K
|
1.37K
$228K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.09K+ 19.18% |
$147K - $173K
|
6.8K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.07K+ 15.38% |
$143K - $169K
|
8.01K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.02KNew |
$137K - $161K
|
1.02K
$169K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1K+ 5.55% |
$135K - $159K
|
19.1K
$3.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
926+ 8.34% |
$124K - $146K
|
12K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
922+ 1.67% |
$124K - $146K
|
56.2K
$9.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
895+ 2.89% |
$120K - $142K
|
31.9K
$5.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
837+ 44.1% |
$112K - $132K
|
2.74K
$454K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
825+ 42.83% |
$111K - $130K
|
2.75K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
825+ 10.87% |
$111K - $130K
|
8.42K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
814+ 17.02% |
$109K - $129K
|
5.6K
$928K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
795+ 22.9% |
$107K - $126K
|
4.27K
$708K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
777+ 4.78% |
$104K - $123K
|
17K
$2.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
771+ 27.9% |
$103K - $122K
|
3.53K
$586K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
700New |
$93.9K - $111K
|
700
$116K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
647+ 6.97% |
$86.8K - $102K
|
9.93K
$1.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
632+ 7.62% |
$84.8K - $100K
|
8.92K
$1.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
620+ 1.28% |
$83.2K - $98.1K
|
48.9K
$8.12M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
610+ 20.37% |
$81.9K - $96.5K
|
3.61K
$598K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
597+ 34.87% |
$80.1K - $94.4K
|
2.31K
$383K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
574New |
$77K - $90.8K
|
574
$95.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
562+ 12.22% |
$75.4K - $88.9K
|
5.16K
$856K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
543+ 7.43% |
$72.9K - $85.9K
|
7.85K
$1.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
542New |
$72.7K - $85.7K
|
542
$89.9K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
524+ 17.92% |
$70.3K - $82.9K
|
3.45K
$572K
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
500+ 10.42% |
$67.1K - $79.1K
|
5.3K
$879K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
454New |
$60.9K - $71.8K
|
454
$75.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
448+ 1.96% |
$60.1K - $70.9K
|
23.3K
$3.87M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
441+ 19.72% |
$59.2K - $69.7K
|
2.68K
$444K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
437+ 10.23% |
$58.6K - $69.1K
|
4.71K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
420New |
$56.4K - $66.4K
|
420
$69.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
416+ 13.44% |
$55.8K - $65.8K
|
3.51K
$583K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
408+ 19.41% |
$54.8K - $64.5K
|
2.51K
$416K
|