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 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
405+ 3.62% |
$54.4K - $64.1K
|
11.6K
$1.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
405+ 17.33% |
$54.4K - $64.1K
|
2.74K
$460K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
402+ 3.62% |
$53.9K - $63.6K
|
11.5K
$1.93M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
348New |
$46.7K - $55K
|
348
$58.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
330+ 3.42% |
$44.3K - $52.2K
|
9.98K
$1.67M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
330New |
$44.3K - $52.2K
|
330
$55.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
323+ 9.97% |
$43.3K - $51.1K
|
3.56K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
320New |
$42.9K - $50.6K
|
320
$53.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
306+ 7.66% |
$41.1K - $48.4K
|
4.3K
$722K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
298New |
$40K - $47.1K
|
298
$50K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
298New |
$40K - $47.1K
|
298
$50K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
297+ 0.84% |
$39.9K - $47K
|
35.7K
$5.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
294+ 1.67% |
$39.5K - $46.5K
|
17.9K
$3.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
278+ 14.4% |
$37.3K - $44K
|
2.21K
$371K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
245+ 4.9% |
$32.9K - $38.7K
|
5.24K
$879K
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
226+ 2.75% |
$30.3K - $35.7K
|
8.44K
$1.42M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
222+ 13.82% |
$29.8K - $35.1K
|
1.83K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
222+ 26.78% |
$29.8K - $35.1K
|
1.05K
$176K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
216+ 8.16% |
$29K - $34.2K
|
2.86K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
210+ 2.75% |
$28.2K - $33.2K
|
7.84K
$1.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
195New |
$26.2K - $30.8K
|
195
$32.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
184+ 10.22% |
$24.7K - $29.1K
|
1.98K
$333K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180+ 3.01% |
$24.2K - $28.5K
|
6.16K
$1.03M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
174+ 6.63% |
$23.4K - $27.5K
|
2.8K
$469K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
146+ 1.34% |
$19.6K - $23.1K
|
11.1K
$1.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
145+ 7.51% |
$19.5K - $22.9K
|
2.08K
$348K
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
145+ 4.99% |
$19.5K - $22.9K
|
3.05K
$512K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
142+ 0.88% |
$19.1K - $22.5K
|
16.2K
$2.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
140+ 1.71% |
$18.8K - $22.1K
|
8.33K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
110New |
$14.8K - $17.4K
|
110
$18.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
108+ 0.95% |
$14.5K - $17.1K
|
11.5K
$1.93M
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
104+ 1.9% |
$14K - $16.4K
|
5.58K
$935K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
103+ 3.07% |
$13.8K - $16.3K
|
3.46K
$581K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
101New |
$13.6K - $16K
|
101
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$13.4K - $15.8K
|
100
$16.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
99+ 2.71% |
$13.3K - $15.7K
|
3.76K
$630K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
98+ 1.04% |
$13.2K - $15.5K
|
9.51K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
95+ 0.07% |
$12.7K - $15K
|
131K
$21.9M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
94New |
$12.6K - $14.9K
|
94
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
92New |
$12.3K - $14.6K
|
92
$15.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
81+ 1.79% |
$10.9K - $12.8K
|
4.6K
$771K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
80New |
$10.7K - $12.7K
|
80
$13.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79New |
$10.6K - $12.5K
|
79
$13.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
75New |
$10.1K - $11.9K
|
75
$12.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
74+ 148.0% |
$9.93K - $11.7K
|
124
$20.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
74+ 3.31% |
$9.93K - $11.7K
|
2.31K
$387K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
70+ 1.77% |
$9.39K - $11.1K
|
4.03K
$676K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
67+ 3.47% |
$8.99K - $10.6K
|
2K
$335K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
62+ 4.32% |
$8.32K - $9.81K
|
1.5K
$251K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
60+ 0.46% |
$8.05K - $9.49K
|
13K
$2.18M
|