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
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-172- 6.07% |
$23.1K - $27.2K
|
2.66K
$446K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-173- 3.93% |
$23.2K - $27.4K
|
4.23K
$710K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-189- 1.35% |
$25.4K - $29.9K
|
13.9K
$2.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 2.08% |
$26.8K - $31.6K
|
9.4K
$1.58M
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
SELL
|
- |
-200- 0.65% |
$26.8K - $31.6K
|
30.4K
$5.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-202- 2.86% |
$27.1K - $31.9K
|
6.87K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-233- 4.17% |
$31.3K - $36.9K
|
5.36K
$899K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-233- 4.17% |
$31.3K - $36.9K
|
5.36K
$899K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-234- 5.95% |
$31.4K - $37K
|
3.7K
$621K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-250- 11.11% |
$33.6K - $39.5K
|
2K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-260- 7.2% |
$34.9K - $41.1K
|
3.35K
$562K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-276- 1.24% |
$37K - $43.7K
|
22.1K
$3.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-288- 0.56% |
$38.6K - $45.6K
|
51K
$8.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-289- 7.14% |
$38.8K - $45.7K
|
3.76K
$631K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-308- 0.45% |
$41.3K - $48.7K
|
68.1K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-312- 5.83% |
$41.9K - $49.3K
|
5.04K
$846K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-341- 5.8% |
$45.8K - $53.9K
|
5.53K
$928K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-343- 1.65% |
$46K - $54.2K
|
20.5K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-370- 4.96% |
$49.7K - $58.5K
|
7.1K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-385- 1.45% |
$51.7K - $60.9K
|
26.2K
$4.4M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-403- 20.66% |
$54.1K - $63.7K
|
1.55K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-412- 1.13% |
$55.3K - $65.2K
|
36.1K
$6.05M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-447- 0.76% |
$60K - $70.7K
|
58.7K
$9.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-507- 3.47% |
$68K - $80.2K
|
14.1K
$2.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-534- 14.05% |
$71.7K - $84.5K
|
3.27K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-638- 15.73% |
$85.6K - $101K
|
3.42K
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-638- 2.01% |
$85.6K - $101K
|
31.1K
$5.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-641- 1.33% |
$86K - $101K
|
47.5K
$7.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-725- 10.73% |
$97.3K - $115K
|
6.03K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-735- 16.57% |
$98.6K - $116K
|
3.7K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-736- 10.76% |
$98.8K - $116K
|
6.1K
$1.02M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-749- 22.87% |
$101K - $118K
|
2.53K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-759- 6.43% |
$102K - $120K
|
11K
$1.85M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-775- 5.2% |
$104K - $123K
|
14.1K
$2.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-851- 37.34% |
$114K - $135K
|
1.43K
$240K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-946- 40.64% |
$127K - $150K
|
1.38K
$232K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.1K- 80.12% |
$148K - $174K
|
273
$45.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.17K- 21.83% |
$157K - $185K
|
4.19K
$702K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.19K- 9.56% |
$159K - $187K
|
11.2K
$1.88M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 13.04% |
$161K - $190K
|
8.01K
$1.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 9.38% |
$168K - $198K
|
12.1K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.38K- 4.56% |
$185K - $218K
|
28.8K
$4.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.81K- 27.66% |
$243K - $287K
|
4.74K
$795K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2K- 27.8% |
$269K - $317K
|
5.2K
$873K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 56.45% |
$273K - $322K
|
1.57K
$264K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.05K- 18.85% |
$276K - $325K
|
8.84K
$1.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.19K- 39.37% |
$294K - $347K
|
3.38K
$566K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.2K- 51.64% |
$295K - $348K
|
2.06K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 5.31% |
$306K - $361K
|
40.7K
$6.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-2.42K- 83.09% |
$324K - $382K
|
492
$82.5K
|