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 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5- 0.67% |
$671 - $791
|
738
$122K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6- 0.23% |
$805 - $949
|
2.61K
$434K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 2.73% |
$1.21K - $1.42K
|
321
$53.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.25% |
$1.34K - $1.58K
|
3.93K
$652K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13- 0.26% |
$1.74K - $2.06K
|
4.93K
$817K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 0.11% |
$1.74K - $2.06K
|
11.7K
$1.95M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14- 0.41% |
$1.88K - $2.21K
|
3.4K
$565K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-16- 0.3% |
$2.15K - $2.53K
|
5.26K
$873K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-21- 75.0% |
$2.82K - $3.32K
|
7
$1.16K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23- 0.76% |
$3.09K - $3.64K
|
2.99K
$497K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24- 0.42% |
$3.22K - $3.8K
|
5.67K
$940K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-25- 1.66% |
$3.35K - $3.95K
|
1.48K
$246K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-28- 4.06% |
$3.76K - $4.43K
|
662
$110K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-29- 1.32% |
$3.89K - $4.59K
|
2.17K
$360K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-29- 1.27% |
$3.89K - $4.59K
|
2.25K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-31- 0.24% |
$4.16K - $4.9K
|
12.9K
$2.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 2.67% |
$5.23K - $6.17K
|
1.42K
$236K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-40- 5.26% |
$5.37K - $6.33K
|
721
$120K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-40- 0.36% |
$5.37K - $6.33K
|
11.1K
$1.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.3% |
$5.37K - $6.33K
|
13.1K
$2.17M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-46- 0.63% |
$6.17K - $7.28K
|
7.2K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-47- 20.09% |
$6.31K - $7.43K
|
187
$31K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-48- 2.11% |
$6.44K - $7.59K
|
2.23K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 39.06% |
$6.71K - $7.91K
|
78
$12.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-50- 6.33% |
$6.71K - $7.91K
|
740
$123K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-59- 0.58% |
$7.92K - $9.33K
|
10.2K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-62- 0.36% |
$8.32K - $9.81K
|
17.4K
$2.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-65- 1.06% |
$8.72K - $10.3K
|
6.09K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-65- 8.55% |
$8.72K - $10.3K
|
695
$115K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-66- 6.73% |
$8.86K - $10.4K
|
915
$152K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-70- 3.67% |
$9.39K - $11.1K
|
1.84K
$304K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-83- 3.35% |
$11.1K - $13.1K
|
2.4K
$398K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-86- 1.22% |
$11.5K - $13.6K
|
6.97K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-87- 6.9% |
$11.7K - $13.8K
|
1.17K
$195K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-88- 2.99% |
$11.8K - $13.9K
|
2.85K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-92- 1.5% |
$12.3K - $14.6K
|
6.06K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-93- 1.74% |
$12.5K - $14.7K
|
5.24K
$869K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-94- 2.38% |
$12.6K - $14.9K
|
3.86K
$640K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-100- 2.81% |
$13.4K - $15.8K
|
3.46K
$573K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 50.0% |
$13.4K - $15.8K
|
100
$16.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-100- 14.39% |
$13.4K - $15.8K
|
595
$98.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-117- 3.99% |
$15.7K - $18.5K
|
2.82K
$467K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-125- 5.52% |
$16.8K - $19.8K
|
2.14K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-131- 5.22% |
$17.6K - $20.7K
|
2.38K
$394K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-131- 46.13% |
$17.6K - $20.7K
|
153
$25.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-132- 2.07% |
$17.7K - $20.9K
|
6.24K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-146- 1.53% |
$19.6K - $23.1K
|
9.39K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-148- 7.19% |
$19.9K - $23.4K
|
1.91K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-160- 40.0% |
$21.5K - $25.3K
|
240
$39.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-170- 8.68% |
$22.8K - $26.9K
|
1.79K
$297K
|