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 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.52K- 56.11% |
$339K - $399K
|
1.97K
$331K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.79K- 43.51% |
$375K - $442K
|
3.63K
$609K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.09K- 47.72% |
$415K - $489K
|
3.39K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.14K- 26.46% |
$422K - $497K
|
8.73K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.88K- 29.51% |
$520K - $613K
|
9.27K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.7K- 30.52% |
$631K - $743K
|
10.7K
$1.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-4.94K- 21.87% |
$663K - $781K
|
17.6K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.97K- 71.5% |
$666K - $785K
|
1.98K
$332K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.97K- 71.5% |
$666K - $785K
|
1.98K
$332K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-5.03K- 11.11% |
$676K - $796K
|
40.3K
$6.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.09K- 11.17% |
$683K - $804K
|
40.5K
$6.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.73K- 7.18% |
$769K - $906K
|
74.1K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.84K- 17.03% |
$784K - $923K
|
28.5K
$4.77M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.01K- 9.95% |
$806K - $950K
|
54.3K
$9.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.65KClosed |
$892K - $1.05M
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.69K- 73.48% |
$1.03M - $1.22M
|
2.78K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.94K- 62.06% |
$1.07M - $1.26M
|
4.86K
$814K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.27K- 3.9% |
$1.11M - $1.31M
|
203K
$34.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.47K- 30.68% |
$1.14M - $1.34M
|
19.1K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.94K- 79.19% |
$1.2M - $1.41M
|
2.35K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8.98K- 22.05% |
$1.21M - $1.42M
|
31.7K
$5.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.3K- 9.51% |
$1.38M - $1.63M
|
98K
$16.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-13K- 34.09% |
$1.74M - $2.05M
|
25.1K
$4.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-14.8K- 89.59% |
$1.98M - $2.33M
|
1.71K
$288K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-14.8K- 91.86% |
$1.99M - $2.34M
|
1.31K
$220K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.8K- 41.36% |
$1.99M - $2.35M
|
21K
$3.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-15.2K- 78.95% |
$2.04M - $2.4M
|
4.05K
$679K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.2K- 7.35% |
$2.18M - $2.57M
|
205K
$34.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.8K- 80.9% |
$2.38M - $2.81M
|
4.19K
$703K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-23.4K- 15.39% |
$3.14M - $3.7M
|
128K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-28.1K- 54.89% |
$3.77M - $4.44M
|
23.1K
$3.87M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.9K- 58.61% |
$5.08M - $5.99M
|
26.8K
$4.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.9K- 58.61% |
$5.08M - $5.99M
|
26.8K
$4.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-47.2K- 77.18% |
$6.33M - $7.46M
|
13.9K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-49.6K- 16.28% |
$6.66M - $7.85M
|
255K
$42.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.8K- 24.28% |
$7.49M - $8.83M
|
174K
$29.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59.1K- 20.69% |
$7.93M - $9.34M
|
226K
$38M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-65.2KClosed |
$8.74M - $10.3M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-85.6K- 57.07% |
$11.5M - $13.5M
|
64.4K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-209K- 23.26% |
$28.1M - $33.1M
|
690K
$116M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-326K- 98.3% |
$43.7M - $51.5M
|
5.62K
$942K
|